Book Fit Call
30-minute fit conversation
Calendly scheduling will appear here once the booking link is connected. Until then, email Chris to request a time.
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Scheduling link to be confirmed
Contact
Start with fit, boundaries, and your team’s capacity.
A first conversation can cover your education goals, current staffing, board expectations, approval process, and whether this model belongs in your organization.
Email directly
Tell us what you’re considering.
Helpful context includes your nonprofit’s audience, current planned-giving education, internal owner, board timing, and the operating support you may need.
[email protected]An email or conversation does not create an advisory, fiduciary, or client relationship. Please do not send sensitive donor information.
Want to prepare first? Review the board checklist or read the compliance boundaries.