Professional Advisers Council Formed
The newly formed Professional Advisers Council will focus on making more philanthropic dollars available to the community.
Rick Akins of Akins, Nowlin & Prewitt LLP, a member of the Council, worked with the Greater Round Rock Foundation referring one of his clients and leading to a bequest worth more than five million dollars.
The Council, comprised of estate planning, financial and investment professionals, will assist the Greater Round Rock Community Foundation in increasing it’s focus on planned charitable giving, as well as providing leadership in promoting future charitable gifts to community needs. It is the Greater Round Rock Community Foundation’s belief that regular and consistent emphasis on planned charitable giving will result in significant future financial support for charitable causes in our communities.
Bruce Bessner serves as Chair of the Professional Advisers Council. “The Professional Advisers Council will help increase the awareness of the principles of stewardship in our community. This Council will create opportunities for education and guidance in legacy planning.”
Rick Akins; Akins, Nowlin & Prewitt, LLP
Bruce Bessner; Chisholm Trail Financial
Connie Bradley; Maxwell, Locke and Ritter
John Jefferson; Merrill Lynch Wealth Management
Frank Leffingwell; Leffingwell & Associates, P.C.
Florine (Flo) Parker; Fjorje & Parker CPAs
Jason Rammell; Sheets & Crossfield, P.C.
Membership is exclusive to professionals who have worked closely with the Community Foundation. Members of the Community Foundation’s Professional Advisers Council will share their expertise with fellow professional advisers on how to effectively integrate philanthropy into conversations with clients. The Council also advises the Community Foundation about the changing needs of professional advisers and helps broaden the circle of advisers who recommend the Foundation to their clients. As a result, they will help connect donor visions with community needs.
Through the Council, professional advisers attend education sessions, receive legislative updates and are featured in the Foundation’s publications and website. These are just some of the ways Professional Advisers Council members will assist the Greater Round Rock Community Foundation and local nonprofit causes in their role to build a stronger community.