Schedule a Call
Schedule a Complimentary Call with Susan or Tracy
Schedule a complimentary call.
Are you feeling overwhelmed or uncertain about aspects of your philanthropy? Please reach out if you’d like to have a one hour, complimentary conversation with us to discuss whatever is on your mind. Whether you are seeking advise on charitable giving, legacy planning, need help identifying qualifying non-profits, have tax or legacy issues pending, or need to refresh your vision for your 2024 giving plan, this free one hour call can get you started on your way.
Whether you're just beginning your journey or seeking to refine your approach, we welcome individuals at all stages of their philanthropic journey.
No Pressure. We’re here to serve
This is a free, no obligation call for philanthropists and financial advisors. There’s no obligation to use our services and no set agenda. It’s your time to discuss confidentially, whatever is on your mind. If there are ways we can support you further, that’s great. If not, there’s no pressure to commit.
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To schedule a call, please fill out the below form.
