“Fox Philanthropic Advisors guided us through the process of creating the charitable portion of our estate plan. Shari Fox met with us on numerous occasions to address our concerns and to make sure that the plan we ultimately decided on was in full agreement with our core values and wishes. After we had all agreed on the plan, Shari joined our meetings with key charitable organizations and with our estate planning attorney to make sure our charitable intent would be fulfilled in the manner we wanted, and that it was accurately reflected in our wills. We are very grateful to Shari for all her assistance, and we will not hesitate to consult with her again in the future if our bequest plan should change.”
Ore
Rob and Diane Ore
