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BS

Bud Sanders

Principal at CRS Legacy Group
Intro Book
Seasoned professional with expertise in estate planning, wealth management, and philanthropy.
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Location
Beaumont, California, United States, US
Skills
  • Planned Giving
  • Estate Planning
  • Financial Planning
  • Wealth Management
  • Professional Fiduciary
  • Show all
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Bio

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Bud Sanders is a seasoned professional with expertise in estate planning, wealth management, and philanthropy. He has over 20 years of experience in the financial services industry, including roles as a financial advisor, director of estate and gift planning, and principal at CRS Legacy Group. He holds various certifications, including a Professional Fiduciary License and certifications in planned giving and trust services. As a leader in the nonprofit sector, Bud has assisted donors in supporting the legacy and vision of organizations such as the Ronald Reagan Presidential Library Foundation. He has also co-founded and operated successful service and sales operations, and has experience in community outreach and fundraising.

Credentials

  • Professional Fiduciary License
    State of California
    Jan, 2010
    - Jun, 2026
  • Certified Specialist in Planned Giving coursework
    American Institute for Philanthropic Studies
  • Planned Giving & Trust Services Certification
    North American Division of SDA

Experience

  • CRS Legacy Group
    • Greater Los Angeles Area
    • Principal
      • Aug 2014 - Present
      • Greater Los Angeles Area

      CRS Legacy Group is a firm dedicated to the initiation and growth of estate and deferred gift planning. As consultants to Donors, we represent the Donor's best and highest interest in strategic philanthropy. As consultants to nonprofit organizations, we help small to mid-sized organizations...

  • Ronald Reagan Presidential Library Foundation
    • Simi Vallley, CA
    • Director of Estate & Gift Planning
      • Jun 2012 - Nov 2014
      • Simi Vallley, CA

      Assist donors in supporting the legacy and vision of the Ronald Reagan Presidential Foundation, who wish to establish meaningful gifts via their estate plans or through life income agreements.

  • Loma Linda University Medical Center
    • Greater Los Angeles Area
    • Executive Director Planned Giving & Trust Administration
      • 2005 - 2012
      • Greater Los Angeles Area
  • Private Businesses
    • Inland Empire
    • Owner or Partner
      • 1995 - 2005
      • Inland Empire

      Co-founded, owned and operated successful service and sales operations.

  • Sabbatical
    • Sabbatical
      • 1994 - 1995
  • MorganStanley SmithBarney LLC
    • San Bernardino & Redlands, CA
    • Financial Advisor, AVP
      • 1982 - 1994
      • San Bernardino & Redlands, CA

      Formerly Securities Licensed as Registered Principal, Securities, Mutual Funds, Commodities, Life & Annuity

Education

  • California State University-San Bernardino
  • Fuller Theological Seminary
  • Fuller Theological Seminary

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Nonprofit Organization Management”

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