The Scioto Foundation has announced the creation of a new donor advised fund entitled the JAB Community Fund. The fund has been established as a collaborative effort by Jodi High, Asa Jewett and Barry Rodbell. All three are financial advisors for Edward Jones Investments in the Portsmouth area, but they have created the fund on an individual and personal basis.
The three will decide as a group how they will make annual contributions from the fund. Donor advised funds enable donors to remain actively involved in recommending grants from the funds over time.
High is a graduate of Wheelersburg High School. She received a B.S. Degree in Business Administration from The Ohio State University in 1988 and has been with Edward Jones since 1999. Named to the Scioto Foundation Investment Committee in 2007, she now serves on the SF Governing Board. She is a former member of the Scioto County Children’s Services Board and a past board member of the Portsmouth Rotary Club.
“We started the new fund as a way for Asa, Barry and I to be able to make an impact within the community,” said High. “We like the idea of being able to, over time, build a fund which will make a meaningful difference.”
A graduate of Portsmouth West High School, Jewett has been a financial advisor with Edward Jones in Portsmouth since 2007. After graduation from Ohio University with degrees in finance and pre-law, Jewett became a financial advisor for UBS Paine Webber in New York City. He managed the Edward Jones office in Charleston, West Virginia before moving back to Portsmouth. Jewett serves on the boards of the Southern Ohio Museum, the Counseling Center and Hill View Retirement Center.
“We wanted to have a collaborative effort for us to give back to the community that has given so much to our businesses and families,” Jewett said. “I have always been very proud of being from Portsmouth and all the wonderful people that I have been lucky enough to know throughout my life. Our hope is that this fund will help our community and our children to get opportunities that they might not have otherwise. We have great people in our community; sometimes we all just need a little help.”
Rodbell has lived in Portsmouth since 1996. A graduate of Marshall University with B.S. and M.S. degrees in Exercise Physiology, he earned an M.B.A. degree at Ohio University in 2002 and became an Edward Jones Financial Advisor that year. He is currently president of the Shawnee State University Foundation Board and president of The Counseling Center Board.
“Jodi, Asa and I wanted to collaborate on something together that would leave a legacy - something positive that helps the community and will do so long after we are gone,” Rodbell said. “The JAB Fund may go to scholarships or the homeless shelter or a number of other needs in the community.”
Additional information about donor advised funds and other planned giving opportunities offered by the Scioto Foundation may be obtained by contacting SF Executive Director Kim Cutlip at 740-354-4612 or by email at firstname.lastname@example.org.
Source: The Scioto Foundation