Advising

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Working with the Community Foundation of Elkhart County to facilitate the charitable giving of your clients is simple and easy—for your clients, your community, and your own business. We partner with estate-planning attorneys, accountants, financial advisors, and other professionals to help clients meet charitable as well as financial, family, and business goals. We provide customized philanthropic services to meet your clients’ needs. In many cases, you can even continue to manage the assets utilized for their gifts to the Community Foundation.

Let's Work Together

Let our experienced, professional staff help you educate your clients about:

  • Charitable giving options
  • Creating a legacy through planned giving
  • Emerging community needs and issues
  • Building endowment for nonprofit organizations

Elkhart County Estate Planning Council
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The Elkhart County Estate Planning Council (ECEPC) exists to provide multi-disciplinary education, understanding, and cooperation among professionals who are involved in estate planning. The council is organized to help its members render the highest possible service to the public by presenting quality educational programs and networking opportunities. The quarterly programs will feature professional speakers with insights that appeal to a broad segment of our membership.

Each year, the ECEPC plans four educational lunch and learns on trending topics in the estate planning world.  Each luncheon begins at 11:45am with the presentation lasting one full hour (12:00pm-1:00pm) and costs $35 per meeting for non-members.  The discounted annual membership of $50 includes the cost of all meals, the annual golf outing, and continuing education sessions.

To become an ECEPC member:

Pay via credit card by visiting the online payment system. Multiple employees from the same organization may be entered at one time.

OR

Pay via check by completing the 2016 ECEPC Membership Form and mailing the form and check to the Community Foundation. Details included on the form.


Upcoming Events

May Lunch-and-Learn

Date: Wednesday, May 25th
Location: Antonio’s Italian Ristorante
Time: 11:45am – Lunch Buffet; 12:00pm – 1:00pm – Presentation
Topic: Preparing Your Clients for Business Succession
Speakers: Brad Mart, Mart Partners, Ltd.
Cost: $35 for non-members; Complimentary for Elkhart County Estate Planning Council Members





Mark Your Calendars

Wednesday, August 24th
The Transformational Trustee: The Risks and Benefits of Nonprofit Governance

Wednesday, November 30th
The Future of Wealth Management


Contact Us

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Jodi Spataro

Chief Advancement Officer

Jodi@InspiringGood.org
574.295.8761

Krissy Campbell

Donor Engagement Specialist