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
I'm here to help

David A. Moses
Senior Director, National Estate and Gift Planning
Anti-Defamation League
plannedgiving@adl.org
(888) 235-9710
Arrange a conversation with me.