This summer, Neal Waner, CFP, Partner at Stout Payne Waner, a Wealth Management firm in Redlands, ended his term as Chair of the Board of Directors at Children’s Fund, a position he held for two years. He will continue serving on the board for one year as Immediate Past Chair.
“I am succeeded by a very strong board chair in Gary Ovitt, who served as Vice Chair for the past two years,” said Neal.
After serving as Treasurer, Vice Chair, and Chair of the board, Neal looks back on his time at Children’s Fund. “One of my greatest accomplishments as Chair is landing Cid as our new President & CEO.”
Neal is also pleased with two events that occurred during his term. “The 30th Anniversary Celebration was great and transitioning to a new and different golf tournament this year was an opportunity to build upon the success of the first 25 years and remain the premier tournament of the region.”
During his term as Board Chair, Neal took action on another “first” when he made a Planned Gift to Children’s Fund, the first planned gift ever made to the organization.
“Planned Giving is when individuals remember the nonprofit in their estate plan. That can be formally in their trust or their will. Or it can be as simple as naming Children’s Fund as a partial beneficiary on an IRA, an annuity or a life insurance policy.”
Neal states that he wanted to show leadership to his fellow board members, and show how easy it was to give in this manner. “So, at a board meeting,” Neal explains, “I pulled out my beneficiary designation form and changed my beneficiary to Children’s Fund.”
Children’s Fund is grateful to Neal for his leadership the past two years serving as Board Chair and always encouraging others to support our vision of creating “a bright future for every child.”