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 donor-advised fund by one of their joint clients. “I was introduced to IECF early...
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. Specifically, professional advisors play a vital role in referring or...
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 own name or in the name of their family, or refer a client who then...
