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FULL NAME

JOB TITLE IN ORGANIZATION

PHONE

ORGANIZATION NAME

WHAT BEST DESCRIBES YOUR ORGANZIATIONS CURRENT POSITION?

we are just getting started and need to be able to accept gifts of stock

we currently have reserve funds that we are looking to invest

we have invested assets that we would like to discuss

WHAT IS YOUR ENDOWMENT FUND STATUS?

we are looking to start our endowment fund

we have an endowment fund

we have an endowment fund but need help growing it

WHAT ELSE WOULD YOU LIKE US TO KNOW? WHAT QUESTIONS DO YOU HAVE?

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