The Philanthropy Toolkit Interest/Feedback Form

The Philanthropy Toolkit is designed to provide wealth advisors with a framework to address common philanthropy-related client questions and create giving plans.

Please use this brief 2-page form to send general feedback to our team and sign up for special events and brainstorming sessions for future versions of The Philanthropy Toolkit, trainings and learning modules.

Would you like to get involved with The Philanthropy Toolkit?*

I am interested in participating in a focus group about the Philanthropy Toolkit.I am interested in participating in a focus group about interactive educational modules related to The Philanthropy Toolkit.I would like an email notification when The Philanthropy Toolkit is released.Other

How did you hear about the Stanford PACS Philanthropy Toolkit?*

Conference/workshopPeer/professional networkMeeting with Stanford PACSOther

What Toolkit formats would be most useful for you or your clients?

Both hardcopy workbook and interactive online versionPrimarily hardcopyPrimarily interactive online version

Do you have any feedback for us (book recommendations, new topic suggestions, companies or associations who might be interested, etc)?

The Philanthropy Toolkit Interest Form

Your contact information