Professional Advisors Council Champions Stories
How to Talk to Your Clients about Charitable Giving (November 2024 Professional Advisors Council Meeting)
Phil Savage IV is a director at Fennemore’s San Bernardino office. His practice focuses on helping clients navigate complex legal matters, including business succession, estate planning, and...
Bill Lemann: Veterans are supported through estate planning with purpose
Circumstances often dictate the best course of action when estate planning, says Bill Lemann of Fullerton, Lemann, Schaefer & Dominick, LLP, an Inland Empire law firm. When advising client Rohn...
Phil Savage IV: Championing IECF for its Time-tested Stewardship
The Cuevas family moved from the San Gabriel Valley to Inland Southern California 27 years ago and soon became committed community members. Looking for the most effective use of their philanthropy, they contacted their attorney who directed them to The Community Foundation. The Cuevas family quickly shifted their view of how they could become involved.
Teresa Rhyne is IECF’s Professional Advisors Champion for 2021-22!
The Cuevas family moved from the San Gabriel Valley to Inland Southern California 27 years ago and soon became committed community members. Looking for the most effective use of their philanthropy, they contacted their attorney who directed them to The Community Foundation. The Cuevas family quickly shifted their view of how they could become involved.
A Donor Advised Fund and a Library: The Chris and Molly Carpenter Family Fund
“My late wife and I developed an interest in supporting the library many years ago,” said Chris Carpenter. “Molly found her calling as a first-grade teacher. She absolutely loved the thrill of...
