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 own name or in the name of their family, or refer a client who then establishes an endowment or fund at IECF.
In Kathleen Albrektson’s case, she was essential in the establishment of The Robert A. Dailey Scholarship Fund in 2008. In working with IECF, Kathleen has said, “I have had occasion to recommend IECF to many interested donors over the years. They have done an extraordinary job of making the benefits of a community foundation known and available to interested donors.”
Kathleen is the founding partner of Albrektson and Shumate Law Office and has been in private practice since 1994. Prior to that she served as a corporate attorney for five years. Her practice emphasizes estate planning, trust administration, probate, elder law, planned giving, estate litigation, business law, and bankruptcy. Albrektson & Shumate recently received the Sun-Redlands Daily Facts 2017 Readers’ Choice Award as San Bernardino County’s Best Law Firm. Kathleen is a graduate of Duke University, where she was a National Merit Scholarship Finalist. She serves on several boards of organizations including Plymouth Village Continuing Care Community, Santa Claus, Inc., and the Medical Strategic Network. Her hobbies include gardening, reading, and scuba diving. Kathleen enjoys assisting clients in implementing estate plans that reflect their hearts and the Foundation is grateful for her continued support of our work in the region.
Learn more about how we can make your philanthropic goals a reality – contact our Charitable Giving Department today!
This story originally appeared in our 2017 Annual Report
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