Welcome to the Estate Planning Council of North Central Florida
Established in the 1970s, the North Central Florida Estate Planning Council’s mission is to provide opportunities for wealth and estate planning professionals from various disciplines to interact, share ideas and build relationships that will allow them to better serve their clients and the community. The NCFEPC provides regular educational programs and networking events for professional advisors. Many of our programs offer continuing education credits for CPAs, CFPs, attorneys, and insurance professionals.
Visit the Event Calendar for a schedule of upcoming programs.
About Our Partner – Community Foundation of North Central Florida
In 1996, members of the local Estate Planning Council began exploring the possibility of establishing a community foundation for the benefit of the Gainesville community. By 1998, the Community Foundation was incorporated, obtained 501(c)(3) status from the Internal Revenue Service and received its first gift. As of May 2012, the Community Foundation operates under the name the Community Foundation of North Central Florida. The Community Foundation is grateful to the following estate-planning professionals whose foresight and steadfast commitment to establishing the Foundation will benefit the community for generations to come.
As a professional advisor, you have clients who want to give back. They may be giving with your help or independently, writing checks or using more sophisticated charitable instruments, but many of your clients are donating regularly to the causes they care about. By partnering with the Community Foundation, you can make it easier for your clients to give effectively and maximize their tax benefits. Key reasons professional advisors work with CFNCF include:
- CFNCF is a 501(c)(3) public charity; all charitable donations made to CFNCF or one of our funds qualify for an immediate tax deduction up to the maximum allowed by law.
- CFNCF can handle complex gifts, such as gifts of stock, real estate, planned gifts, or charitable rollovers from an IRA.
- Your clients can set up a named fund (e.g., Smith Family Foundation), give anonymously, or both.
- Local Focus. Broad Reach. Clients can give to any charitable cause, as well as educational and religious institutions, here at home, nationally, and in some cases, internationally.
Learn More About the Community Foundation here.
North Central Florida Estate Planning Council is affiliated with the National Association of Estate Planners & Councils and joining can fulfill the requirement of belonging to an affiliated local estate planning council to become an Accredited Estate Planner® (AEP®) designee. Please contact the national office at 866-226-2224 to learn more about the Accredited Estate Planner® designation.
