Professional Advisors Council Champions Stories
Champions of IECF: Frank and Marcia Campbell
“Champions” of The Community Foundation in 2018 are husband and wife, Frank Campbell, CLU, CLS and Marcia Campbell, CPA. Together, the Campbells were essential in the establishment of a...
J. Sergio Bohon: From Financial Advisor to Philanthropy Champion
When professional advisors, such as an estate planning attorney, financial advisor or CPA, partners with IECF, they are helping to grow the region’s long-term assets and philanthropic impact....
Kathleen Albrektson: Connecting Clients to Lasting Impact
Professional Advisors play a critical role in the success of IECF. In order to receive the distinction of a Champion, a Professional Advisor must either establish an endowment or a fund in their...
Michael J. Cosgrove: Champion of Giving at IECF
Professional Advisors play a critical role in the success of IECF. In order to receive the distinction of a Champion, a Professional Advisor must either establish an endowment or a fund in their...
William M. Nassar: Guiding Clients Toward Meaningful Philanthropy
Professional Advisors play a critical role in the success of IECF. In the case of one Professional Advisor out of many, IECF has received a significant number of gifts from clients that William M....
Professional Advisor Champions of IECF: Tami Sipos
Professional Advisors play a critical role in the success of IECF. And in the case of one Professional Advisor, IECF played a critical role in igniting a successful career. In 1989, as Tami Watson...
Elaine Hill Professional Advisor Champion
The power of example was surely at play when Elaine Hill (left, center) suggested Jane Lykken Hoff consider IECF as a one-stop shop to support the philanthropist’s favorite charities in perpetuity....
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...
