Giving Toolkit

Your Giving Toolkit

Gifts from Donor-Advised Funds

Sample Language for Your Will or Trust

Sample Beneficiary Designation

Sample Codicil

For Trustees and Advisors

Our team is here to help

Jessica John

Jessica John

Director, Leadership & Legacy Giving

Eva Avramis

Eva Avramis

Associate Director, Leadership & Legacy Giving

William Yu

William Yu

Associate Director, Leadership & Legacy Giving

Sydney Smith

Sydney Smith

Manager, Leadership & Legacy Giving

Genevieve  Heijmans

Genevieve Heijmans

Associate, Leadership & Legacy Giving