CHARITABLE FUNDS

COMMUNITY GIVING FUND

EXPERTISE TO ACCEPT A WIDE RANGE OF ASSETS

INVESTMENT MANAGEMENT

VALUE-ADDED SERVICES

Learn more:
Glossary
 

FUND MANAGERS AND ADVISORS

Custodian
Union Bank of California

Financial Institutions
First Independent
Morgan Stanley
Regents Bank
Riverview Community Bank
Smith Barney
Union Bank of California
Wells Fargo

Independent Auditor

Kern & Thompson, LLC
Certified Public Accountants

Investment Advisors
Arnerich Massena and Associates, Inc.

Trust Administrators
First Independent
Riverview Community Bank
Union Bank of California

Investment Management