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David L. and Margaret Scott Yeager Fund
David L. and Margaret Scott Yeager Fund
Like so many of us, Dave Yeager lost his mom to cancer. Now, he’s working to ensure sons and daughters are no longer left motherless by the disease. As a young professional, Dave began more than 40 years of volunteer service with the American Cancer...
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Case study: How to spot a prime CRT opportunity
Case study: How to spot a prime CRT opportunity
Imagine you sit down with your financial advisor to present an exciting opportunity. You believe a prime tract of land you bought for $200,000 just 10 years ago could now sell for $2 million due to the hot market for new residential development in the area....
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Private family foundation partnerships: Jean P. Wade Fund
Private family foundation partnerships: Jean P. Wade Fund
When local entrepreneur and art connoisseur Rory O’Neil passed away unexpectedly in October 2020, his wife of 52 years, Dedee, was left with "a lot of loose ends" to tie up. One of those loose ends was the private family foundation Rory and Dedee had been...
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From Cold Case to Case Closed
From Cold Case to Case Closed
Endowment fund leverages charitable dollars to bring closure to unsolved crimes Hanging at the mall was a typical pastime for kids in the ’80s and ’90s, and while a young James Renner spent many a day at Westgate Center in Rocky River, it’s safe to say...
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Use your IRA distributions to create a charitable legacy
Use your IRA distributions to create a charitable legacy
Required minimum distributions (RMDs) are back: Temporarily waived in 2020 under the CARES Act, these mandatory IRA distributions will once again need to be completed by year's end. Retirees who did not take their RMD in 2020 may also find they need to take...
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Rooted in Philanthropy
Rooted in Philanthropy
When Ed Schrank celebrated his 90th birthday with friends and family members two years ago, his most memorable gift was not something he received, but something he gave. A lifelong resident of Northeast Ohio, Ed rented a bus and took his large family on a...
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Anonymous donor leaves $2.4 million estate gift
Anonymous donor leaves $2.4 million estate gift
When a retired schoolteacher and administrator passed away earlier this year, she left behind a lasting legacy in not only education, but also in charitable giving. Through a bequest in her will, the lifelong Summit County resident gave nearly $2.4 million to...
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Retired teacher plans for his charitable future
Retired teacher plans for his charitable future
As a junior in the Jackson High School marching band, Jerry Wolf met a flashy young maestro who inspired him to turn his talent into a profession. For 29 years, Jerry did just that, himself inspiring students in the Southeast, Waterloo and Mogadore school...
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Philanthropy at the cellular level
Philanthropy at the cellular level
The fever was familiar: It was the third time the infectious disease biologist had contracted malaria, a treatable but often deadly disease transmitted by the bite of a mosquito. "You have to dig deep and find out a lot about yourself," Victoria said....
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