MT. DIABLO TRUST

Serving Northern California Since 1994

 

An Opportunity to Give Back

Our priority, first and foremost, is always to serve the best interests of our valued clients and partners. We also share the same desire with this group of people and businesses to help serve the needs of those less fortunate in our local community, state, and our country.

 

As a result, we feel that one means of working together to give back is through a referral program where we, at Mt. Diablo Trust, could help facilitate the gift of giving back.

 

Our proposal is to set aside an amount to be donated in the name of the individual or business that refers a new client to Mt. Diablo Trust.

 

In order to effectively administrate this program we will set two days a year where we submit any and all accumulated referral fees to selected charitable organizations. This submittal would be done in the name of those who made the referral during the previous period.

 

For each client that you refer, and we service, we will donate $25.00 to your chosen charitable organization.

 

You will be notified 2 times each year (June 1st and December 1st) as to the amount that was donated in your registered name.

 

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It’s Just A Matter Of Time

916-671-4300

Member American Bar Association #03101295

A Chase Winthrop & Associates, LLC Company