The Community Foundation Serving Riverside and San Bernardino Counties

Professional Advisors Councils
Professional Advisors Council: Schedule 2007

The Community Foundation hosts local Professional Advisors Councils (PACs), which offer continue education credits from time to time. Our PACs are small, regional groups of professionals (20-25) from neighboring communities that meet quarterly to discuss a variety of topics pertaining to wealth management and estate planning. Currently there are five different PACs meeting in the Ontario area, Redlands-San Bernardino, Riverside, Southwest Riverside County and the Coachella Valley.

The purposes of the Professional Advisors Council:

• To provide current technical information on topics, which relate to your clients' financial and charitable interests. (Recent examples involved what to do with savings bonds in estate planning or how to make a gift of real estate.)

• To help members stay up-to-date on the Foundation activities and services that can benefit your clients.

• To build a network of allied professionals that will refer clients to The Community Foundation and each other when appropriate.

Members are selected from the following advisory disciplines:

• Accountants

• Attorneys

• Certified Financial Planners

• Financial Consultants

• Life Insurance Professionals

• Real Estate Professionals

If you have an interest in joining the PAC nearest to you, please contact Mike Tracey at 951-684-4194 or via email at mtracey@thecommunityfoundation.net.

The Community Foundation also sponsors nationally recognized speakers twice a year to provide state of the art continuing education on the latest topics in chartitable and estate planning techniques. In the past we have hosted Christopher Hoyt, Ph.D. and Paul Comstock of Paul L. Comstock Co. See upcoming event information.

COACHELLA VALLEY PROFESSIONAL ADVISORS COUNCIL
Mr. Douglas R. Allensworth Ms. Tracy Babcock Mr. Jordan J. Bloom Mr. William A. Blue Ms. Carolyn R. Brock Ms. Mary Brock Ms. Kathie Browne Mr. Jim Bruner Ms. Joan Busick Mr. Ray Cherry Mr. Michael Cosgrove Ms. Cheri G. David Mr. Mark R. Dirkswager Mr. Lantson E. Eldred Mr. David Erwin Mr. Jack FitzGerald Ms. Tammy Fox Mr. Dennis P. Green Mr. William Healey	Ms. Elaine E. Hill Ms. Jean Ann Hirschi Ms. Sang N. Hong Mr. Andrew T. Jessup, Sr. Mr. Clayton J. Klein Ms. Roberta Klein Mr. David Klose Mr. Les Kornblatt Ms. Kimberly T. Lee Mr. Brian Lewis Mr. Keith Lyrla Ms. Gigi S. Maceda Mr. Douglas Martin Ms. Janice Martin Mr. Mark J. McGowan Mr. Mike McGreevy Mr. David K. Melear Ms. Michele Moore Ms. Carol Moreno	Mr. Lyle Pierceall Ms. Nadine K. Quinn Mr. Russ Russell Mr. Henry Sanchez Mr. John Schroeder Mr. John C. Shevlin Ms. Linda Sinclair Mr. Michael V. Smith Mr. Robert Smith Mr. Don Soucie Mr. Brian C. Tucker Ms. Norma E. Van Horn Ms. Karen Vielhaber Ms. Lori E. Weigant Ms. Christine C. Weiner Mr. David Wilson Mr. Dick Zeigler
ONTARIO AREA
Ms. Sandy Adcock Mr. Charles Althouse Mr. Richard S. Arnold Ms. Joanna Averett Ms. Glenda Bayless Mr. Robert M. Birgen Mr. Howard Borenstein Mr. Frank M. Campbell Mr. Woody Fox	Ms. Carol E. Garris Ms. Linda J. Gladson Mr. Jim Heitman Ms. Yvonne Knight Mr. Todd C. Landry Mr. Barry Mason Mr. Paul R. Mata Mr. Timothy F. Moore Mr. Ray M. Musser	Mr. Shawn Price Mr. Walter Reardon Mr. Michael Salazar Mr. Matt Seaburn Mr. Forrest F. Wolfe Mr. Richard E. Yorke Mr. Jim Zitterkopf
REDLANDS AND SAN BERNARDINO PROFESSIONAL ADVISORS COUNCIL
Ms. Kathleen B. Albrektson Mr. Kelly Allen Ms. Deborah Anderson Ms. Betty Auton-Beck Mr. Stephen Byabashaija Mr. Robert W. Cannon Ms. Annette G. deBellefeuille Mr. Jerry Fields Mr. Stanley Harter Mr. Bryan C. Hartnell Mr. Robert Heinze Mr. J. David Horspool Mr. James N. Kennedy Ms. Elizabeth Kublin	Mr. Wilfrid C. Lemann Mr. David O. Maupin Mr. Douglas R. McAdam Ms. Terri Millson Mr. William M. Nassar Ms. Pamela J. Nelson Mr. Danny Payne Mr. Christopher Peterson Mr. John F. Prentice Mr. Rex B. Ramsey Mr. Frederick J. Reiss Mr. Philip M. Savage III Mr. Larry Sharp Mr. Kirk Shelby	Mr. Paul Shimoff Mr. John W. Short Mr. Kirk G. Stitt Mr. J. Byron Streifling Mr. John Thornes Ms. Leslie Trainor Mr. Dennis Van Uffelen Mr. Phillip H. Waller Mr. Joseph W. Walloch Mr. Neal Waner Mr. Craig Wilson Mr. Charles L. Wright Mr. Jay Zercher
RIVERSIDE PROFESSIONAL ADVISORS COUNCIL
Mr. Bernhard A. Aaen Mr. Mark Aleman Mr. George Arzoo Ms. Eileen Ashwal Ms. Carol Best Mr. David B. Bowker Mr. John Brown Ms. Marcia L. Campbell Mr. Manuel Carrasco Mr. Herb Chavers Mr. William D. Dahling, Jr. Mr. Thomas W. Dominick Ms. Susan Duncan Ms. Shelley Fox	Mr. Vernon T. Hall Mr. Stan Hargrave Mr. Ryan W. Hurd Mr. Michael G. Kerbs Mr. Michael Kormos Mr. Philip A. Lauro Mr. Elliott Luchs Ms. Mary K. Mac Nee Mr. Paul Meinhold Mr. J. Dana Mitchellweiler Mr. Dwight M. Montgomery Mr. Barry M. Moore Ms. Soo J. Myland Ms. Alicia Orejel	Mr. Brian C. Pearcy Ms. Deborah Prosser Ms. Teresa J. Rhyne Mr. Ron E. Ridgeway Mr. Philip M. Savage, IV Mr. James B. Scribner Mr. Ash Sheth Ms. Dana M. Smith Mr. Andrew Steinke Mr. Kenneth B. Stream Mr. Robert Swortwood Mr. Dwight Tate Ms. Nora Teasley Ms. Mary Vasquez
SOUTHWEST RIVERSIDE COUNTY AREA
Mr. Edward T. Amschel Mr. Daniel W. Anady Ms. Lisa Baker Mr. Ralph Bender Mr. Mark Bidwell Mr. Kevin R. Brown Mr. John E. Burg Ms. Beverly M. Camper Mr. Matt Coiner Ms. Tamara Colon Mr. Douglas Edgar Mr. John Fountain	Mr. Michael B. Foutz Mr. Todd Foutz Mr. Tim Freese Mr. Morton Grabel Ms. Rebecca Gunn Mr. Brian Havey Ms. Mary Hunt Mr. Ross Hunt Mr. Stephen A. Lindsley Mr. Peter Lucier Mr. Kevin A. McKenzie Mr. James Meyler	Mr. Pete Palmer Mr. Gregory J. Prudhomme Ms. Tiffany Robertson Ms. Tania Stepanek Mr. William Tierney Mr. Rod Tolliver Ms. Darlene Valdez Ms. Pamela Vasquez Mr. Bruce M. Wallis

Form 990: If you wish to view our IRS Form 990 you may check the following website: www.guidestar.com or call the Foundation office at (951) 684-4194 to request a copy of this document.

Some of the documents on this site are available as PDF files. To view, save and print these documents, you will need the latest version of Adobe Acrobat Reader. This can be downloaded free from www.adobe.com