Planned Giving

Create Your Plan Estate Planning Guide E-newsletter Veritas Society Contact Us Let Us Know
Create Your Plan Estate Planning Guide E-newsletter
Veritas Society Contact Us Let Us Know

Advisory Council

While our planned giving team at the University of La Verne is equipped to help you consider your gift options and explore your desire for a legacy, we are not a substitute for estate planning attorneys, CPAs or wealth advisors. We strongly advise that you consult with a financial professional when making significant changes to your estate or financial plan.

La Verne's Planned Giving staff will confidentially answer your questions about giving and work closely with your legal, tax and other advisers to come up with an integrated plan that meets each of your personal goals. If you do not currently work with anyone, below is a list of professionals who serve as the Planned Giving Advisory Council for the University of La Verne. They are a select group of estate planning attorneys, accountants, financial planners, and business professionals dedicated to supporting the mission of La Verne and educating our community on the benefits of charitable estate planning. Click on their photos to learn more about them and get their contact information.


Mary Ann Quay Davis, CPA
CliftonLarsonAllen LLP
2210 E. Route 66, Glendora, CA 91741
Veritas Society member
University of La Verne Board of Trustees member
University of La Verne annual donor 

Nathan Logan '08, Financial Advisor
Morgan Stanley
550 N. Brand Blvd., Ste. 1000, Glendale, CA 91203
University of La Verne Golf Committee member
University of La Verne annual donor 

Merrill A. Hanson '08, '13, '14, Esq.
Law Office of Merrill A. Hanson
180 N. Glendora Ave., Ste. 201, Glendora, CA 91741
University of La Verne annual donor 

Forrest F. Wolfe, Esq.
Law Offices of Forrest F. Wolfe
1055 N. Euclid Ave., Ontario, CA 91762
Adjunct professor, College of Law
University of La Verne Gala sponsor 
University of La Verne annual donor 

 

Don Kendrick
Don Kendrick Real Estate
2040 Bonita Ave., La Verne, CA 91750
Mayor, City of La Verne
Veritas Society member 
University of La Verne annual donor 

Kevin Kurimoto, CFP
Krellwitz, Kurimoto & Associates
150 W. Bonita Ave., San Dimas, CA 91773
University of La Verne business partner
University of La Verne Golf Tournament sponsor 
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