Professional Help

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.

If you do not currently work with anyone, below are list of professionals that 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.

Mary Ann Quay, CPA
Vicenti, Lloyd, & Stutzman
La Verne Board of Trustees member
Veritas Society member 
La Verne annual donor 
Nathan Logan, Financial Advisor
Morgan Stanley
La Verne alumnus B.S. '08
La Verne Golf Committee member
La Verne annual donor
 
Merrill A. Hanson, Esq.
Law Office of Merrill A. Hanson
La Verne alumnus B.A. '08,
J.D. '13, MBA '14
La Verne annual donor
 
Forrest F. Wolfe, Esq.
Law Offices of Forrest F. Wolfe
Ajunct professor, College of Law
La Verne Gala sponsor 
La Verne annual donor

 
Don Kendrick
Don Kendrick Real Estate
Mayor, City of La Verne
Veritas Society member 
La Verne annual donor 
Kevin Kurimoto, CFP
The Legend Group
La Verne business partner
La Verne Golf sponsor
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