"We don't inherit the earth from our ancestors. We borrow it from our children."
~ Native American Proverb
"Dana has extensive planned giving experience and works hard to ensure charitable plans are donor-centric, comprehensive, and impactful."
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.