Sep 5, 2023 | blog, donor stories
Phil Savage IV has been named IECF’s Professional Advisor Champion for 2023! Phil joins 39 other Professional Advisors who have received this distinction for their expertise in supporting the region through partnerships with the Foundation. To be named a...
Sep 2, 2019 | blog, pac stories
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...
Aug 18, 2017 | blog, pac stories
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...
Aug 22, 2016 | blog, pac stories
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...
Sep 22, 2015 | blog, pac stories
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. Nassar serves. William Nassar worked in the private sector from...
