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Private Consultation

Our professional staff is available to meet you in person or speak by phone to discuss your individual circumstances and needs.

Looking for answers or help around planned gifts, endowments, starting a fund or services for professional advisors?
E-mail Randy Balogh, our director of philanthropic services, or call him at (831) 477-0800 ext. 202.

Looking for help with an existing fund or interested in learning more about our donor services?
E-mail Robin Larsen, our donor services officer, or call her at (831) 477-0800 ext. 208.

 
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