FAMILIES

"We don't inherit the earth from our ancestors. We borrow it from our children."
~ Native American Proverb
Image of a young family walking through a wheat field towards a barn

"Dana has extensive planned giving experience and works hard to ensure charitable plans are donor-centric, comprehensive, and impactful."

~R.S., Minneapolis

Are you looking for more direction in the way you give?

Do you need help designing a gift for a favorite charity?

 

Look no further, I can help you. I would be honored to work with you to create a defined giving plan that embodies what matters most to you.

I can be your advocate in discussions with charities to help design a gift that works well for everyone.

I will work with your professional advisors to create a strategic giving plan that complements your financial and estate plans.

CONTACT US

  • How do you prefer to be contacted?
FOLLOW US

 

SUBSCRIBE TO OUR BLOG