Full Name
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First Name
Last Name
Email Address
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example@example.com
How would you like us to connect with you?
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Phone Meeting
In-Office Meeting
Email with More Information
Phone Number
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Area Code
Phone Number
Meeting Location
St. Helena Office
Walnut Creek Office
What is your preferred meeting date and time?
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Month
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Day
Year
Date
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2
3
4
5
6
7
8
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Hour
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15
30
45
Minutes
AM
PM
AM/PM Option
Alternate Meeting Times
Mon
Tue
Wed
Thurs
Fri
Morning: 9am – 12 pm
Early Afternoon: 12pm – 2pm
Late Afternoon: 2pm – 4:30pm
What solutions are you looking for in the next 12 months?
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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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