NAEPCs Commitment to Diversity, Equity and Inclusion
NAEPC was approached in June 2020 by one of the association's affiliated local councils inquiring whether a sample statement with regard to racial injustice / inequality is available for council use. Although it did not exist at that time, the Executive Committee, at its June 12, 2020 meeting, was in agreement that having such statement is important and strong support in favor of initiatives related to diversity, equity, and inclusion was also heard. As a result, what is now the NAEPC Diversity, Equity and Inclusion Committee was formed.
Our mission is simple: to create momentum and to cultivate a foundation for growth in the number and type of diverse voices within the association’s leadership, membership, and programming, as well as that of the councils affiliated with NAEPC, the profession as a whole, and various disciplines represented within.
We need your help!
Volunteers are sought to join the committee; interested parties are asked to complete NAEPCs volunteer application to share their desire to serve.
NAEPCs Diversity Statement
The National Association of Estate Planners & Councils (NAEPC) encourages diversity within its membership in support of its mission and vision, and opposes discrimination on any basis which limits the inclusion of those who are professionally qualified, appropriately experienced, and whose reputation and ethics meet the highest standards.
Our Response to Racial Discord
Diversity, Equity and Inclusion Resource Library
- Article Coming Soon!
How to Make Your Practice More Diverse and Inclusive by Karen McCrae-Lee Fatt, Martin M. Shenkman & Susan J. Travis
- NAEPC March 10, 2021 Webinar: "The Future Client and Future Advisor" with George Nichols, III, President & CEO, The American College of Financial Services and Dien Yuen, JD, LL.M. (International Law), CAP®, AEP® (on-demand access is also available)
The Work of Our Affiliated Local Councils
Articles and White Papers
- Black Lives Matter, Now What? by Erica Merritt
- Growing up Black in Reno by David Gamble
- How you can be an Ally in the Fght for Racial Justice by Deray Mckesson
- Why Diversity and Inclusion Reaches a Screeching Halt in Wealth Management from WealthManagement.com
Educational Events and Webinars
- Educational Event: CFP BOARD Diversity Summit
- Webinar: Catholic Estate Planning by Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
- Webinar: Christian Estate Planning by Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
- Webinar: Estate Planning for Jewish Clients by Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
- Webinar: Estate Planning for Scientologists by Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
- Webinar: Estate Planning for the Muslim Client by Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished)
A Collection of Books Suggested by our Committee Members
- “Better Allies” by Karen Catlin
- “Slavery by Another Name” by Douglas A. Blackmon
"White Fragility: Why it is so Hard for White People to Talk About Racism" by Robin Diangelo
Short Videos and Podcasts
- America's Crisis: Are We Finally Ready to Confront Racism? with Mordecai Cargill & Danielle L. Sydnor, a Virtual Forum provided by The City Club of Cleveland (video or podcast available)
- Are you Biased? I am.by Kristen Pressner (TEDxBasel)
- Color Blind or Color Brave by Mellody Hobson (TED conference)
- How to get Serious about Diversity and Inclusion in the Workplace by Janet Stovall (TED institute)
- How to Overcome Our Biases? Walk Boldy Toward Them by Vernā Myers (TedxBeaconStreet)
- Privilege/Class/Social Inequalities Explained in a $100 Race
- The Killing of George Floyd and the Origins of American Racism from The New Yorker (podcast)
Diversity-Based Membership Associations and Initiatives of NAEPCs Sister Organizations
Asian American Pacific Islanders in Philanthropy
Asian Americans/Pacific Islanders in Philanthropy is a national membership organization dedicated to expanding and mobilizing philanthropic and community resources for underserved AAPI communities to build a more just and equitable society.
Ascend Pan-Asian Leaders
Ascend is the largest, non-profit Pan-Asian organization for business professionals in North America. Established in 2005, Ascend has grown to serve professionals and corporations across various professions and across multiple industries.
Association of African American Financial Advisors
Association of African American Financial Advisors is a non-profit membership organization for African American financial advisors and affiliated professionals. We work in alliance with academic leaders at HBCUs that support financial planning degree programs, legislative and regulatory bodies, financial services firms and consumer interest organizations. AAAA fosters the value of financial planning and advances the financial planning profession.
Association of Black Foundation Executives
ABFE is a membership-based philanthropic organization that advocates for responsive and transformative investments in Black communities.
Association of Latino Professionals For America
ALPFA was the first national Latino professional association in the United States, established in Los Angeles in 1972.
Center for Arab American Philanthropy
CAAP empowers the Arab American community by demonstrating the impact of giving together. Unlike a traditional community foundation, we are not focused on a geographic location, but on an ethnic community: Arab Americans.
Hispanics in Philanthropy
Hispanics in Philanthropy is strengthening Latinx leadership, influence and equity by leveraging philanthropic resources, and doing so with an unwavering vision on social justice and shared prosperity across the Americas.
Native Americans in Philanthropy
Native Americans in Philanthropy is a powerful and growing network of Native and non-Native nonprofits, tribal communities, foundations and community leaders committed to engaging, learning and sharing resources and best practices grounded the Native tradition of reciprocity.
National Association of Black Accountants
As a nonprofit membership association, the National Association of Black Accountants, Inc., (NABA) is dedicated to bridging the opportunity gap for black accounting and finance professionals by providing leadership and technical training, as well as networking and career opportunities.
National Bar Association
The National Bar Association was founded in 1925 and is the nation's oldest and largest national network of predominantly African-American attorneys and judges. It represents the interests of approximately 66,000 lawyers, judges, law professors, and law students.
Reference to a specific product, process, or service on this page does not constitute an endorsement or recommendation by NAEPC. NAEPC assumes no legal liability or responsibility for the accuracy, completeness, or usefulness of any information, product, process, or service offered within this resource library.