National Association of Estate Planners and Councils

Diversity, Equity & Inclusion

NAEPC is dedicated to encouraging and supporting inclusion and collaboration within its leadership, membership, and programming.

The Work of NAEPCs Affiliated Local Councils

For Estate Planning Councils

NAEPC-Produced Content 

  • Article Reproduced Courtesy of Trusts & Estates:  "How to Make Your Practice More Diverse and Inclusive" by Karen McCrae-Lee Fatt, Martin M. Shenkman & Susan J. Travis (February 2021)
  • NAEPC  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® (original air date March 10, 2021; on-demand access is available)

Presenters, Educators & Facilitators


Membership Associations

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 Asian American Investment Managers
The AAAIM is a national 501 (c)(3) non-profit organization dedicated to increasing diversity and inclusion in the investment management industry, serving as a powerful voice for the Asian American and Pacific Islander (AAPI) community. Our goal is to elevate underrepresented groups through education, networking, and empowerment.

Association of Black Estate Planning Professionals
The ABEPP is a nonprofit organization committed to educating and empowering financial professionals and the community to the strategically collaborate and economically transform the black community.

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.

Deaf and Hard of Hearing Bar Association
The Deaf and Hard of Hearing Bar Association (DHHBA) is a volunteer-operated 501(c)(3) nonprofit organization of d/Deaf, hard of hearing, late-deafened, and DeafBlind attorneys, judges, law school graduates, law students, and legal professionals with all communication methods and accommodation needs. 

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.

Hispanic National Bar Association
The Hispanic National Bar Association (HNBA) is a not-for-profit, nonpartisan, national membership organization that represents the interests of Hispanic legal professionals in the United States and its territories.

International Association of Jewish Lawyers and Jurists
The International Association of Jewish Lawyers and Jurists strives to advance human rights everywhere, including the prevention of war crimes, the punishment of war criminals, the prohibition of weapons of mass destruction, and international co-operation based on the rule of law and the fair implementation of international covenants and conventions.  The Association is especially committed to issues that are on the agenda of the Jewish people and works to combat racism, xenophobia, antisemitism, Holocaust denial and negation of the State of Israel.

Iranian American Bar Association
The IABA is the only national association of Iranian-American judges, attorneys, legal scholars, and law students in the U.S. with over 1,500 members and eight chapters nationwide. 

LGBTQ Bar Association
The National LGBT Bar Association is a national association of lawyers, judges and other legal professionals, law students, activists, and affiliated lesbian, gay, bisexual, and transgender legal organizations. The LGBT Bar promotes justice in and through the legal profession for the LGBTQ+ community in all its diversity.

Minority Corporate Counsel
The MCCA is committed to advancing the hiring, retention and promotion of diverse lawyers in law departments and law firms by providing research, best practices, professional development and training; and through pipeline initiatives.

National African American Insurance Association 
The NAAIA was organized to create a network among people of color and others employed in or affiliated with the insurance industry. The association currently has chapters throughout the nation and its members represent every sector of the industry.

Native American Bar Association
NNABA shares many of the same goals of diversity and increased understanding of our communities’ unique cultural and legal issues with minority bar associations. However, most of our lawyers are both U.S. citizens and citizens of their respective Tribal nations.

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 Asian Pacific American Bar Association
NAPABA is the nation's largest Asian Pacific American membership organization representing the interest of 50,000 attorneys, judges, law professors, and law students.

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, individual, company, 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.