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 trust administration. With a keen eye for detail and a client-centered...
Maximize Your Impact: The benefits of charitable giving as a year-end strategy
The holiday season is a time for giving, and many people consider charitable contributions as part of their year-end plans. At the Inland Empire Community Foundation (IECF), we’re committed to helping you make the most of your generosity. Our Charitable Giving...
Building a Brighter Future Together: IECF connects with Professional Advisors to drive community impact
The Purple Room, Palm Springs’ legendary supper club renowned for its Rat Pack era atmosphere and world-class entertainment, provided the backdrop for IECF’s recent Professional Advisors Cocktail Reception and Dinner. The event was an exclusive gathering for financial...
