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

Complimentary Planning Resources

Gift Notification

Qualified Charitable Distribution

Need assistance? I'm here to help!

Kristen Bigham
Director of Major & Planned Gifts
Email me
312.242.9780