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...
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...
In Memory of Gerald ‘Bummy’ Burstein: A Legacy of Giving
Gerald “Bummy” Burstein was born deaf in 1926. In spite of a difficult start, Gerald pushed his way through school, eventually teaching at the Minnesota School for the Deaf for over 15 years. He then went on to teach at California School for the Deaf in Riverside for...
