Financial & Legal Advisor Reception May 9
This is from the Community Foundation of the Quincy Area:
Financial and legal advisors from the tri-states are invited to attend a reception on Wednesday, May 9 at The State Room, 434 South 8th Street, Quincy, IL. The reception will be held from 5:00-6:30 p.m. with a brief program at 5:45 p.m.
Special guests Dennis Everly and Michael Lavery will share how Dennis, as a donor, worked with his professional advisors and the Community Foundation of the Quincy to establish several charitable endowments that benefit multiple counties and organizations in the region.
“Attorneys, accountants, wealth planners, trust and bank officers, insurance representatives and others work with people every day who have charitable desires but may not be aware of how those can be fulfilled,” says Jill Arnold Blickhan, Community Foundation Executive Director. “When Dennis shares his story, it helps others consider what they might do.”
Dennis Everly spent 31 years in the Quincy Public Schools as a teacher, vocational coordinator and guidance counselor. He became familiar with the Community Foundation when financial advisor Michael Lavery suggested he and others consider transferring the Becky Swisher Crowe Memorial Scholarship to the Community Foundation, which they did in 2006. Later, Dennis helped members of his church ensure its legacy as they established the Grace United Methodist Church of Quincy Fund to serve Adams County, IL and Shelby County, MO. Dennis also established a fund in his parents’ honor for the local Salvation Army and Red Cross, a fund for the Quincy Park Band, and one to support the Community Foundation’s work.
Mike Lavery spent 40 years in finance: 18 in banking and 22 in investment services. He served as principal of Investment Planners, Inc. of Quincy, retiring in June of 2011. During his career, he
had many opportunities to assist clients with their charitable giving goals. “It fit perfectly with our focus on strategic lifestyle and wealth management. We confer with clients’ attorneys and tax professionals to try to insure the best possible result,” he says. Although Mike is enjoying his retirement, he keeps abreast of wealth management and charitable gifting options and continues to keep the Community Foundation in mind. “Its objective is to do ‘the right thing’ for the giver and the recipient. It works collaboratively with the givers’ financial, legal and tax advisors to assure the best outcome.”
Although not required, RSVPs for the reception are appreciated. Contact the Community Foundation at 217-222-1237 or firstname.lastname@example.org.
Sponsors for the event:
o Bank of Monticello
o Brown County State Bank
o F & M Bank and Trust Company
o First Bankers Trust Services, Inc.
o Gray Hunter Stenn LLP
o Investment Planners, Inc.
o Merrill Lynch
o Mercantile Bank
o Northwestern Mutual Financial Network, Donald K. Kirk, CLU, ChFC
o Schmiedeskamp, Robertson, Neu & Mitchell LLP
o Scholz, Loos, Palmer, Siebers and Duesterhaus, LLP
o Stevenson Paxton Wealth Management Group of Wells Fargo Advisors, LLC
o Wade Stables, P.C.
The Community Foundation of the Quincy Area is a not-for-profit resource that connects people who care with causes that matter in the tri-states. It encompasses 13 tri-state counties serving as an endowment builder, a donor advisor, community connector and grant maker. It works with donors who want to build charitable funds that support local causes addressing significant needs and opportunities now and in the future. It is a publicly supported 501(c)(3) organization to which contributions are tax deductible.
Founded in November 1997, the Community Foundation has awarded more than 1,100 grants totaling more than $1.65 million through various funds providing local support for programs and projects in the tri-states.