Gift & Estate Planning Estate Planning Tern Society Meet Tern Society Members Step 1: Explore Plan-a-Gift Gifts You Can Make Step 2: Research Compare Gift Plans Goals & Benefits Estate Planning Section Step 3: Contact Contact Gift Planning For Advisors Share Your Plans Request for Information Please complete the form below, or you may contact us by phone at 707-781-2554. I would like more information regarding: Other: I am not sure which gift plan works best for me. Please contact me about my possible options. Name: * Address: Address (Cont): City/State/Zip: E-mail: * Telephone: * Type of Assets: Approximate Value: