Stories: Fundholder Stories

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...

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....

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...

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...

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...

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...

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...

In September 2016, a Copley Township man unearthed a headstone belonging to William Stevens, a prominent businessman who lived in Akron during the early 19th century. While the fact that the headstone was miles away from Stevens’ resting place was puzzling,...

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...

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....