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New Judicial Watch Program Helps Donors Protect Financial Assets Judicial Watch recently launched a new service to help JW donors more effectively and efficiently manage their financial estates, while ensuring the long-term financial strengths of the organization at the same time. Thanks to a recent partnership with a group of professional financial advisors from the non-profit group Philanthropy International, JW now offers estate planning, trust advising and tax exempt consultation for its donors free of charge. "Our supporters have worked hard throughout their lives to acquire their resources, and they should have all of their power in terms of making decisions about how their estates are handled, not the government," said Mike Pendleton, Director of JW's Western Regional Headquarters. This program helps our donors to make the best possible financial choices for themselves, while also helping Judicial Watch continue its important work for generations to come. In addition to the personal consultation now offered to Judicial Watch donors, Philanthropy International will also help Judicial Watch tap into new sources of income in order to secure the organization's long-term financial stability. To date, Philanthropy International's advisors have helped raise more than $100 million for charitable organizations nationwide. "Judicial Watch has a great mission, and great programs, and is well-positioned to do its important work," said Geri Rivers, the Philanthropy International advisor who spearheads Judicial Watch's new program. "Our goal is to help the organization build long term financial strength." Philanthropy International Bios Geri Rivers, Executive Director, Philanthropy International: Geri's background combines non-profit management with a progressive career in business and human resources management in corporate and entrepreneurial environments. Geri served 8 years on the Board of Directors of the Watts Health Foundation and Hathaway Children's Services, as well as the Board of Governors of the Southern California Chapter of the Arthritis Foundation. Following a successful twenty year career in executive management with major corporations, Geri owned and directed two consulting firms. In 2001, Geri became Executive Director of Philanthropy International. Randall Dickinson, Director of Planned Giving, Philanthropy International: Randy's background encompasses professional work in the financial services, petroleum, international trade, and non-profit sectors. Among his accomplishments are that Randy has owned and operated his own brokerage firma and has earned a reputation as a pension plan design expert. After many years in advances and estate and corporate planning, Randy joined Pacific Advisors, a Southern California financial services firm where he held the position of Director of Advanced Corporate Benefits. Randy has a comprehensive knowledge in the filed of tax-exempt planning. Kelly G. Kidwell, CFP, CLU, ChFC, LUTCF, President/CEO, Pacific Advisors: Kelly has worked in the Financial Services Industry since 1987. She is the President and CEO of Pacific Advisors, Inc. Kelly is a registered Principal and Investment Advisor of Ameritas Investment Corp. and Senior Corporate Advisor with Corporate Benefits Services. Tom Hille, CMFC, AAMS, Financial Professional, Pacific Advisors: Tom's area of expertise is in investments in Capital markets and management of personal assets. His focus in on providing a holistic approach to wealth accumulation, preservation, and transfer in a fiscally responsible and tax efficient manner. Steve Godwin, Financial Professional, Pacific Advisors: After 18 years in the United States Air Force as Petroleum Engineer and Director of an accounting and finance office, Steve left the military to pursue a financial career. He opened regional offices in Oklahoma City and Corona, CA for a major health insurance carrier. Steve came to Pacific Advisors in 1997. With a background in Estate and Retirement Planning, Steve is currently the Director of Investment Operations and Senior Advisor for Pacific Advisors, Inc. Sidebar: Judicial Watch has a total of 41 Staff members in its Washington, San Marino, Dallas, Miami, Norfolk, and Chicago offices. Thanks to a recent partnership with a group of professional financial advisors from the non-profit group Philanthropy International, JW no offers estate planning, trust advising and tax exempt consultation for its donors free of charge. For more information on the new donor services now offered by Judicial Watch, please call Mike Pendleton at (626) 287-4540 or by e-mail at mlp7595@aol.com To reproduce any portion of this publication, you must always acknowledge the source. Judicial Watch 501 School Street S.W. 5th Floor Washington, DC 20024 Tel: (202) 646-5172 Fax: (202) 646-5199
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