“The donated dollars are invested and managed by the CFO and earn an average of seven percent,” Bob says, “while the cost of all services is one percent annually. Truly a gift that keeps giving!”
A letter of appreciation that Bob sent in to Brian Fogle perhaps most colorfully illustrates his enthusiasm for giving through the CFO:
“Henley and I have been in your program for over a year now and I must say, you have the slickest way I’ve ever seen to give away money. A guy with a gun at my back couldn’t do it with such grace and ease.”
Home in the Ozarks
When he was a boy in Massachusetts, Bob experienced the passing of his father, a tragic event that began a life path that took him to Iowa for graduate school. That’s when he picked up a position at American Medical Supply, which stationed him (against his coastal wishes) in Wichita. From there, Springfield became, and remains, a home and a community where they can make a positive impact.
“We like giving locally,” Henley says, “and the guild I’m in in church does children’s charities, and (through that) I’m fully aware of what’s needed in the area. There are so many needs and it keeps changing, so it’s nice to be flexible.” A phrase they both come back to is: “We made our money locally; we want to return it to our community.”
The couple expresses a deep wonder at the unpredictable, topsy-turvy series of events that brought them together and to Springfield, and Bob admits that if his father hadn’t passed away when he had, Bob almost certainly would have taken over his father’s insurance business and remained in New England. He and Henley understand this path through the lens of their strong faith: “It’s amazing how God leads you,” Bob says, to which Henley agrees, “It’s a God thing.”
And while he may be quick to share the benefits of giving through a donor-advised fund at the CFO, like a true born-and-bred Ozarker, Bob is tightlipped about his favorite fishing spots: “I don’t wanna tell ya!”
By Matthew Stewart · This story is featured in the summer 2023 edition of Passion & Purpose: The CFO Magazine.
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