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Legacy Solutions - Values-Based Consulting by David Harris Company

"I recommend David Harris to anyone facing complex financial decisions. David was so helpful to me, my CPA, and attorney in planning for my family and charities when our closely-held stock was acquired. I like his whole philosophy of service."

-- anonymous donor,
San Jose

"David's detailed knowledge of charitable vehicles helped us improve a major transaction. He gave us numerical analyses that expensive planners in San Francisco couldn't."

-- Ron Harbin, Advisor,
Santa Rosa

"The plan David developed actually resulted in greater financial return to our family than we would have gotten doing the easy thing - a little planning & paying the taxes on all of the capital gains.

"We were able to make both a remainder trust and current gifts to our environmental interests, totaling nearly $1 million, and still get the cash we wanted from this business transaction."

-- Warren Linney, CEO,
Broadlink Communications, Santa Rosa

Visit the BroadLink Communications Web site.

"I highly recommend David Harris to any nonprofit starting or expanding a planned giving program. His extensive knowledge and experience in fundraising and gift management have been invaluable to our foundation.

"David?s technical knowledge of gifts and their management and his experience with boards, donors and advisors have helped me guide the process of expanding our program."

-- Thomas B. Wilson, Director,
UM Foundation of the Northwest

"I recommend David Harris to any investment advisor. David lends his expertise in charitable trust mechanisms with due consideration of the whole financial picture."

- Mr. S...... K....., Investment Advisor,

Legacy SolutionsSM

David J. Harris, Ph.D.
Principal Consultant
355 Gemma Circle
Santa Rosa, CA 95404-2733

Tel. (707) 539-0241

Legacy Solutions

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