professional advisors Archives

How to Talk to Your Clients about Charitable Giving (November 2024 Professional Advisors Council Meeting)

Nov 20, 2024 | blog

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...

Building a Brighter Future Together: IECF connects with Professional Advisors to drive community impact

Oct 21, 2024 | blog

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...

Champions of IECF: Frank and Marcia Campbell

Mar 15, 2018 | blog, pac stories

“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...

How to Talk to Your Clients about Charitable Giving (November 2024 Professional Advisors Council Meeting)

Building a Brighter Future Together: IECF connects with Professional Advisors to drive community impact

Champions of IECF: Frank and Marcia Campbell

Recent Posts

Coachella Valley Office
41-550 Eclectic Street
Palm Desert, CA 92260
P: 760.836.2400

San Bernardino Office
320 North E Street, Suite 203
San Bernardino, CA 92401
P: 909.453.2400