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Plan, Grow & Protect Legacies Across Generations
We believe solid planning requires special expertise and a team approach. Our team includes individuals with financial planning, investment management, tax and legal expertise, dedicated to working with you and your team of experts, including attorneys and accountants, to deliver and implement a customized plan centered around the client.
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ABOUT THE LAVERNA M. SMEDLEY FOUNDATION TRUST
The Laverna M. Smedley Foundation Trust was created under the Will of Laverna M. Smedley and was funded from her Estate in 2021. The Foundation was created to benefit:
- Non-profit agencies, programs, or organizations which offer respite care to caretakers of seriously ill, disabled or homebound. (Please complete the Application linked below)
- Financially needy students who have obtained at least a “C” average in accredited nursing program providing nursing education as a registered nurse, licensed practical nurse, medical assistant, nursing assistant, advanced registered nurse practitioner, or physician’s assistant. (Please complete both the Financial Assistance Questionnaire and the Application)
Preference will be given to the north Iowa area which shall be roughly defined as that portion of Iowa within 60 miles of Mason City, Iowa, but in no event shall any grants be granted outside of the state of Iowa.
Application must be submitted online between April 1 to June 30.
Review Application Procedure Complete Application Financial Assistance Questionnaire
For inquiries or help completing your application, please contact Chelsea Frederick or Courtney Hoffman at 641-422-1600.
Products provided by First Citizens Wealth Management are not insured by the FDIC, are not deposits of the bank and are not guaranteed by this institution; and, are subject to investment risks, including possible loss of the principal invested. Please note that neither First Citizens Bank nor the First Citizens Wealth Management Department provide tax or legal advice. You should always consult an attorney along with a tax professional to determine how to prepare the best estate plan for your situation.