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1
Full Name
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First Name
Last Name
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2
Email Address
example@example.com
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3
How would you like us to connect with you?
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Phone Meeting
In-Office Meeting
Email with More Information
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4
Phone Number
What number would you like us to call you on?
Area Code
Phone Number
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5
Meeting Location
Which of our offices is most convenient for you?
St. Helena Office
Walnut Creek Office
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6
What is your preferred meeting date and time?
Please enter the time that works best for you, and we’ll do our best to accommodate you.
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7
Alternate Meeting Times
In case we can’t meet at your preferred time, what are some other times that you’re generally available?
Mon
Tue
Wed
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Fri
Morning: 9am – 12 pm
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Early Afternoon: 12pm – 2pm
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Late Afternoon: 2pm – 4:30pm
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Morning: 9am – 12 pm
Early Afternoon: 12pm – 2pm
Late Afternoon: 2pm – 4:30pm
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8
What solutions are you looking for in the next 12 months?
I want to talk about bunching my donations.
I want to start a donor-advised fund (DAF).
I want to learn more about donating appreciated assets in place of cash.
I want to establish a charitable trust.
Other
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9
Additional Information
Please feel welcome to share any additional information that may help us prepare for our meeting.
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