NAEPC Foundation

Plan now for National Estate Planning Awareness Week, October 20-26, 2008.

NAEPC Foundation Mission

• To educate the public regarding the benefits of the multi-disciplinary team concept of estate planning as espoused by the National Association of Estate Planners & Councils;
• to develop educational programs regarding estate planning for estate planning professionals;
• to develop and promote a community outreach program for the general public; and
• to hold educational conferences, seminars, forums, and meetings regarding estate planning.

Our objectives with regard to our public outreach are to educate Mary & John Q. Public on: What is estate planning; Why estate planning is so important and the reasons to do estate planning; and, The professional team of estate planners available to assist individuals with their estate plans. In the process we want to correct the misconceptions about estate planning, some examples of which are stated above, and to emphasize the team approach to estate planning.

The NAEPC is the only organization that represents the entire profession of estate planning. Through our over 180 affiliated Councils we have over 23,000 members. We believe that The NAEPC Foundation is the most logical organization to take on the cause of educating the public about estate planning.

We Can't Do This Alone and Need Your Help!

Please consider making a personal contribution to the NAEPC Foundation or on behalf of your affiliated local estate planning council by completing and returning the appropriate page below. Recognition will be given on this web page.

	Sponsorship Kit
	Individual or designation holder contribution form
	Affiliated local estate planning council contribution form

Contributors

1st Quarter 2009 Contributors

Kathleen J. Belmonte, CTFA, AEP
Vincent M. D'Addona, CLU, ChFC, AEP
John P. Garniewski, Jr., CPA/PFS, CFP®, AEP
Michael W. Halloran, CLU, ChFC, AEP, CFP®, REBC, RHU, LUTCF, MSFS, MSM
John C. Mahaney, CLU, ChFC, AEP
Joanna Averett, MBA, CFP®, AIF®, AEP
George M. Barberich, CLU, ChFC, AEP, CASL
John D'Arcy Becker, CLU, AEP
Joseph V. Falanga, CPA, AEP
Robert Lee Loftin, III, Attorney, CPA/PFS, CFP®, AEP
Steven D. Meier, CLU, ChFC, AEP, MSFS
Leonard H. Neiman, AEP, CLU, ChFC
Jerry L. Picucci, CPA, AEP
Stephen M. Schlichter, MSFS
Gregory E. Sellers, CPA, AEP
Gerald A. Youngs, AEP, CTFA
Fredric Bocceri, CLU, ChFC, AEP
Bruce A. Jones, ChFC, CLU, AEP
James F. Kacsmar, CPA, AEP
Paul Katz, MSFS, AEP, CLTC, CLU, ChFC
William D. Kirchick, Atty, AEP
William F. Weekes, CLU, ChFC, LUTCF, RHU, AEP, CLTC, CSA
Richard Hoe, ChFC, CLU, AEP, LUTCF, RHU
Valorie Joy Promisel, BS, MBA, JD, AEP
Glenn Ward, CLU, ChFC, CFBS, AEP

2008 Contributors

Ronald R. Holden, Atty, AEP
Julie A. Buschman, AEP
J. Stanley Montgomery, CLU, ChFC, AEP
John D'Arcy Becker, CLU, AEP
Thomas M. Borchert, CLU, ChFC, LUTCF, AEP, CLTC
Jerry L. Picucci, CPA, AEP
George M. Smrtka, Atty, AEP
Judith L. Sterling, Atty, EPLS, AEP
William J. Braun, CLU, ChFC, AEP
M. Eileen Dougherty, CTFA, CFP®, AEP
Charles F. Driscoll, CLU, AEP
Michael H. Kessling, CLU, CFBS, AEP, CLTC
William D. Kirchick, Atty, AEP
William G. Loventhal, III, CLU, ChFC, AEP, CFP®
Barry A. McBride, CLU, AEP
Walter Lee Davis, Jr., Atty, CPA, AEP, EPLS
Debra Franklin-Schatzki, CFP®, CLU, AEP
Pettus C. Gibbons, MEd, CLU, ChFC, LUTCF, AEP
Michael W. Halloran, CLU, ChFC, AEP, CFP®, REBC, RHU, LUTCF,MSFS, MSM
John H. Reamey, CPA, AEP
Stephen Rosenzweig, CLU, ChFC, CFP®, AEP
Nicholas D. Tellie, BBA, JD, AEP
Glenn Ward, CLU, ChFC, CFBS, AEP
George M. Barberich, CLU, ChFC, AEP, CASL
Robert A. Gurman, CLU, ChFC, CFP®, AEP, CASL
Valorie Joy Promisel, BS, MBA, JD, AEP
Ian M. Sammis, JD, AEP
Michael J. Sweet, AEP, CLU
Julia P. Wald, Atty, AEP

2007 Contributors

Hartman Axley, CLU, ChFC, JD, CFP®, MSFS, RHU, AEP
Gary L. Flotron, MBA, CLU, ChFC, AEP
A. Stephen McDaniel, JD, AEP, EPLS
Lawrence Wiener, CLU, ChFC, AEP
Julie A. Buschman, AEP
Walter Lee Davis, Jr., Atty, CPA, AEP, EPLS
Michael W. Halloran, CLU, ChFC, AEP, CFP®, REBC, RHU, LUTCF, MSFS, MSM

Estate Planning Council of the Fun Coast
Northern VA Estate Planning Council

Robert G. Alexander, JD, LL.M., AEP, EPLS
Kathleen J. Belmonte, CTFA, AEP
Joseph V. Falanga, CPA, AEP
John P. Garniewski, Jr., CPA/PFS, CFP®, AEP
Robert P. Goodman, CPA, AEP
Clark B. McCleary, CLU, ChFC, MSFS, AEP
Leonard H. Neiman, AEP, CLU, ChFC
Jack Rittenhouse, CLU, ChFC, AEP
Harold Schwartz, Jr., LL.B., LL.M., CLU, ChFC, RHU, REBC, FLMI, CEBS, AEP
John J. Scroggin, JD, LL.M., AEP
Gregory E. Sellers, CPA, AEP
Carol E. Tully, JD, CPA, AEP
Michael H. Wald, JD, AEP

Foundation Documents

	Articles of Incorporation
	Bylaws
	Form 1023
	IRS Determination Letter

Please contact NAEPC for more information about promotional programs and support opportunities.