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
We're here to help

Cindy Atmar
Executive Director of Trusts
Estates and Gift Planning
713-745-0596
cwatmar@mdanderson.org

Richard Bennett
Senior Director of Trusts
Estates and Gift Planning
713-563-0838
REBennett@mdanderson.org

Shelley Robson
Senior Director of Trusts
Estates and Gift Planning
713-792-6844
srobson@mdanderson.org

Julie Bolton Falgout, MBA, PhD
Senior Associate Director of Trusts
Estates and Gift Planning
713-563-9979
JBFalgout@mdanderson.org

Paul Tatum
Senior Associate Director of Trusts
Estates and Gift Planning
713-792-9114
PATatum1@mdanderson.org