The James A. Lee Community Gift Fund was established in 2022 by Rosell Wealth Management in honor of longtime Bend resident, active community member and former executive director of Abilitree, Jim Lee. Each year, a percentage of RWM’s profits are allocated to the fund. Clients of RWM are invited to complete grant applications for local non-profits that are near and dear to their hearts. The intention is to make an immediate and lasting impact by helping those in need in the Central Oregon community. Assistance League of Bend is incredibly honored and grateful to be a 2024 recipient of the James A. Lee Community Gift Fund grant from Rosell Wealth Management.

“We are thrilled to continue the tradition of the James A. Lee Community Gift Fund and to support these incredible organizations” said David Rosell, founder of Rosell Wealth Management.