trust Archives - IECF https://www.iegives.org/tag/trust/ Inland Empire Community Foundation Fri, 23 Aug 2024 15:34:09 +0000 en-US hourly 1 https://www.iegives.org/wp-content/uploads/2020/03/cropped-iecf-logo-icon-150x150.png trust Archives - IECF https://www.iegives.org/tag/trust/ 32 32 Bill Lemann: Veterans are supported through estate planning with purpose https://www.iegives.org/bill-lemann-veterans-are-supported-through-estate-planning-with-purpose/ Mon, 12 Aug 2024 23:53:36 +0000 https://www.iegives.org/?p=19327 Circumstances often dictate the best course of action when estate planning, says Bill Lemann of Fullerton, Lemann, Schaefer & Dominick, LLP, an Inland Empire law firm. When advising client Rohn Rookstool, Lemann recommended setting up a testamentary trust that provides for the distribution of all or part of an estate. Rookstool had no descendants, but he did have a strong desire to help veterans. Lemann helped him establish the Rohn Rookstool Estate Fund. Managed by IECF, the fund has already committed $70,000 to the FRieNDS of VETERANS Fund, which created a powerful report to help align resources for veterans and seeks public dollars to expand efforts underway in the region. “Rohn was all in favor,” says Lemann, an IECF Professional Advisors Champion who has long supported the Foundation’s mission. “It made him smile, and it made me smile as we were writing it. He was very confident that IECF was producing solid results for donors and their beneficiaries and that it would be a good place for his estate to land.” Learn how you can become a Professional Advisor Champion by visiting www.iegives.org/advisors This story originally appeared in our 2023/2024 Annual Report. Stay up-to-date on the good work IECF is […]

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Circumstances often dictate the best course of action when estate planning, says Bill Lemann of Fullerton, Lemann, Schaefer & Dominick, LLP, an Inland Empire law firm.

When advising client Rohn Rookstool, Lemann recommended setting up a testamentary trust that provides for the distribution of all or part of an estate. Rookstool had no descendants, but he did have a strong desire to help veterans. Lemann helped him establish the Rohn Rookstool Estate Fund. Managed by IECF, the fund has already committed $70,000 to the FRieNDS of VETERANS Fund, which created a powerful report to help align resources for veterans and seeks public dollars to expand efforts underway in the region.

“Rohn was all in favor,” says Lemann, an IECF Professional Advisors Champion who has long supported the Foundation’s mission. “It made him smile, and it made me smile as we were writing it. He was very confident that IECF was producing solid results for donors and their beneficiaries and that it would be a good place for his estate to land.”

Learn how you can become a Professional Advisor Champion by visiting www.iegives.org/advisors

This story originally appeared in our 2023/2024 Annual Report.

Stay up-to-date on the good work IECF is doing through the power of philanthropy. Sign up for our monthly eNewsletter, Philanthropy Matters.

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]]> IECF Celebrates Brie Griset Smith’s CSPG Certification: Excellent News for Our Donors! https://www.iegives.org/brie-griset-smith-cspg/ Wed, 26 Jun 2024 19:08:50 +0000 https://www.iegives.org/?p=18818 We’re thrilled to announce that Brie Griset Smith, IECF’s Chief Development Officer, has recently completed her Certified Specialist in Planned Giving (CSPG) certification! After many months of rigorous coursework, Brie is now in an elite league of planned giving professionals. This prestigious designation signifies Brie’s deep commitment to helping our donors achieve their philanthropic goals while maximizing their charitable impact. What is the CSPG Certification? The CSPG certification is a distinguished program offered by the American Institute for Philanthropic Studies. It equips professionals with the knowledge and expertise to guide donors on planned giving strategies as they integrate charitable contributions into their financial and estate planning. What Does This Mean for You, Our Donor? Brie’s CSPG certification translates to several key benefits for you: Enhanced Expertise in Planned Giving: Brie is now even more qualified to discuss various planned giving options with you, such as charitable bequests and gifts of appreciated securities and complex assets. Strategic Guidance: She can help you tailor a planned giving strategy that aligns with your financial goals and philanthropic aspirations, ensuring your generosity has a lasting impact. Confidence and Trust: The CSPG certification signifies Brie’s commitment to ethical and compliant practices in planned giving. You […]

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]]> We’re thrilled to announce that Brie Griset Smith, IECF’s Chief Development Officer, has recently completed her Certified Specialist in Planned Giving (CSPG) certification! After many months of rigorous coursework, Brie is now in an elite league of planned giving professionals. This prestigious designation signifies Brie’s deep commitment to helping our donors achieve their philanthropic goals while maximizing their charitable impact.

What is the CSPG Certification?

The CSPG certification is a distinguished program offered by the American Institute for Philanthropic Studies. It equips professionals with the knowledge and expertise to guide donors on planned giving strategies as they integrate charitable contributions into their financial and estate planning.

What Does This Mean for You, Our Donor?

Brie’s CSPG certification translates to several key benefits for you:

  • Enhanced Expertise in Planned Giving: Brie is now even more qualified to discuss various planned giving options with you, such as charitable bequests and gifts of appreciated securities and complex assets.
  • Strategic Guidance: She can help you tailor a planned giving strategy that aligns with your financial goals and philanthropic aspirations, ensuring your generosity has a lasting impact.
  • Confidence and Trust: The CSPG certification signifies Brie’s commitment to ethical and compliant practices in planned giving. You can trust her guidance throughout the process.

Expect the Exceptional

By achieving her CSPG certification, Brie demonstrates IECF’s ongoing dedication to providing exceptional service to our donors. If you’re interested in learning more about planned giving options and how they can benefit you, please visit our Planned Giving website and contact Brie at bgrisetsmith@iegives.org.

Stay up to date on all the good work we’re doing through the power of philanthropy. Sign up for our eNewsletter, Philanthropy Matters, today.

  • This field is for validation purposes and should be left unchanged.

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