Professional Advisor Memorandum
April, 2014 - In This Issue:
For nearly 65 years, the Community Foundation of the Fox River Valley has been a trusted philanthropic leader in the communities it serves through the delivery of the 
highest quality donor services, customized grant and scholarship programs, and bold initiatives to address community issues.  Thanks for all you do to promote philanthropy in our communities!

Jeffrey J. Hartman
Vice President of Development

Did You Know?
...the Community Foundation provides $5,000 matching challenge grants to not-for-profits that establish an endowment fund? a certain giving level advisors can continue to manage their clients charitable gifts to the Community Foundation?

...the Community Foundation charges modest 50 bps on funds up to $1 million and 25 bps on funds over $1 million?  This is less than Fidelity, Schwab, and Northern Trust's charitable giving vehicles.
...there are no fees assessed to funds that are not invested?


Featured Advisor
Susan S. Russo
Susan Russo is as dedicated to her clients as she is the community.  For nearly 30 years Susan has provided top-notch estate planning service to her clients; mapping out pro-active solutions before problems occur.  Susan exemplifies the concept of giving back and has served numerous service clubs and organizations including League of Women Voters (Kane County), Batavia Public Library, Kane County Bar Association, Fox Valley Estate Planning Council, and many others.  The Community Foundation thanks Susan for her relentless dedication to her clients and her community!


Quote of the Day
"We make a living by what we get, but we make a life by what we give." 

Sir Winston Leonard Spencer-Churchill (1874-1965) 

Churchill described himself as "an English-Speaking Union," being the son of Lord Randolph Churchill and the American heiress Jennie Jerome.  Many of us remember Churchill for his work as a soldier, leader, and outspoken corespondent, but few of us remember him for his philanthropy.  Today, The Churchill Club is a London-based not-for-profit organization dedicated to carrying on the legacy of the statesman's charitable work.    

You're Invited...
Trust Company of Illinois' Spring Conference
On Thursday, May 8, Trust Company of Illinois will be hosting their Spring Conference at the NIU Naperville Campus. TCI CEO William Giffin, and CIO John
Vires will oversee the event with guest speaker Peter Chiappinelli, portfolio strategist at GMO Asset Allocation Team, providing the program.  TCI has provided money management services to the Community Foundation for more than seven years.  We look forward to seeing you on May 8! 
"Signs Your Client Needs Help With Charitable Giving"
Ken Nopar - OnWallStreet - March 26, 2014
Are your clients donating inefficient and expensive assets (such as cash) to charities?  Are your clients giving several times per year to the same charities?  Are your clients getting frustrated with the administrative burdens of running their private foundations?  These may be signs that your client needs some guidance with their philanthropy.  Consultant Ken Nopar dissects these - and other signs - that your clients need help with their charitable giving.  Ken has been a long time champion of community foundations and was a panelist at the Community Foundation's seminar at Hotel Baker last October.

Why Leaders Eat Last
99U - December, 2013

In a day when we all have access to the same tools and resources, why are some of us better leaders than others? Studying the leaders and companies that make the greatest impact in the world and achieve a more lasting success than others, ethnographer and leadership expert Simon Sinek discovered the formula that explains how they do it.  In this must watch in-depth talk, Sinek reveals the hidden dynamics that inspire leadership and trust. 

In The News
Charitable Giving Resources

Forbes Magazine:

Trusts & Estates:

Forbes Magazine:

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