Discovery Session:

¿Lista para empezar? / Ready to begin?

Free Discovery Session — 30 Minutes

El primer paso toward a giving strategy that is truly yours.

You have been generous your whole life. Now it is time to make that generosity work harder — for your family, your community, and the legacy you want to leave behind.

In this 30-minute session, Alejandra will get to know you: Where you are in your giving journey, What matters most to your family?, and Where the greatest opportunities lie for you right now? It is a real conversation that will leave you with at least one clear idea you can act on immediately.

What we will cover:

• Where you are today in your giving and what you most want to change.

• What a culturally grounded giving strategy could look like for your family.

• Which FundRaiz service is the right fit for where you are right now.

This session is for you if:

• You give —or intent to give— generously but feel like it could be more intentional.

• You are navigating a major financial moment — a business sale, an inheritance, retirement.

• You want to involve your children or family in giving but are not sure how to start.

• You have worked with a financial advisor but philanthropy has never come up.

How to book: Select a time that works for you. Alejandra will send a brief intake form beforehand so your 30 minutes together are focused and valuable from the first minute.

Spots are limited each month. Reserve yours today.