Professional Advisor Presentation, Reception and Tour

Professional Advisor Presentation, Reception and Tour

Terry Anker and Ann O’Hara invite you to a very special event at the newly renovated Mansion at Coxhall Gardens hosted by Legacy Fund and Church Church Hittle & Antrim. Eric Manterfield will be presenting "Ethical Issues for Estate Planning and Family Business Succession Advisors" followed by a reception and guided tour.

This presentation has limited seating and is open to the public.

Register quickly by emailing events@cicf.org!!

2012 Presentation Topic:

Ethical Issues for Estate Planning and Family Business Succession

When:

Tuesday, September 18, 2012

Presentation at 4:00 pm

Reception and Tour at 5:15 pm

Where:

The Mansion at

Coxhall Gardens

116th & Towne Road

Carmel, IN

Presenter:

Eric Manterfield, JD

Who: Professional Advisors

Cost: Free

 

Description

Eric Manterfield is an attorney and partner at Krieg DeVault and is an esteemed writer and speaker in the area of estate planning. We have applied for one hour of ethics CE credit for Financial Planners and Attorneys. The presentation will be followed by a cocktail and hors d’oeuvres reception complete with an historical overview and guided tour of the mansion.



Honoring Good Samaritan Karl Harford

In memory of Karl T. Harford, Tom and Livia created the Good Samaritan Endowed Scholarship Fund with the help of Legacy Fund to recognize Good Samaritan Acts.  Their son Karl was known for random acts of kindness and sadly his life was cut short after providing a ride home for three strangers he met that evening.  Karl’s memory will live on forever with the Karl T. Harford Good Samaritan Endowed Scholarship Fund which has given out over $80,000 in scholarships to 15 good samaritan students.

Scholar Clark Trexler, CICF Vice President of Grants Liz Tate, Livia Harford, Scholar Jason Fry, Tom Harford, and Scholar Nathaniel O’Dell are pictured following the Karl T. Harford Memorial Golf Outing.

A Spark of Giving

Emily Yott was diagnosed with leukemia shortly after her first birthday. After 14 months of intense treatment at both Riley Hospital for children and Peyton Manning Children’s Hospital at St. Vincent, Emily lost her battle with the disease in May of 2007.

Emily’s parents, Jim and Stephanie Yott, wanted to memorialize their daughter by allowing her brief life to have far-reaching impact on other children facing life-threatening diseases. The Yotts created a fund in her memory with the help of their financial investment advisor who connected them to Legacy Fund, an affiliate of the Central Indiana Community Foundation.

Since the creation of the the Emily Yott Foundation, their efforts have helped nearly 30 families and children impacted by cancer or other critical illnesses.

Trinity Free Clinic

Legacy Fund took a chance on Trinity Free Clinic in 2000 as a start up organization. Because of the generosity of the Legacy Fund, Trinity Free Clinic was able to leverage additional grants and contributions” exclaimed Maggie Charnoski. Maggie is the Executive Director of the Trinity Free Clinic in Carmel Indiana. In 2011, the clinic had more that 3600 patient visits and it is anticipated that 2012 with have more than 4000. Legacy Fund is pleased to be part of such an impactful community organization.

www.trinityfreeclinic.org