Advising

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
green-leaf

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 $100 includes the cost of all meals, continuing education credits and additional resources throughout the year.

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 2018 Estate Planning Council Membership Form and mailing the form and check to the Community Foundation. Details are included on the form.

 

Read the quarterly Estate Planning Council e-communications:

October 2017
July 2017
January 2017
2017 Membership E-blast
October 2016
July 2016
April 2016
February 2016




Upcoming Events

2018 Schedule


Wednesday, February 7

Topic: Minimizing Family Conflicts in Estate Planning
Location: Hubbard Hill, Chapel
Time: 11:45 am – 1:00pm

Wednesday, May 2
Topic: Economic Outlook 
Location: Old Bag Factory
Time: 11:45 am– 1:00pm

Wednesday, October 17
Topic: Inter-generational Transfer of Wealth
Location: Elcona Country Club
Time: 7:30 am – 11:00am*
*3 Hour CE Credit

Wednesday, December 5
Topic: Legislative Update
Location: Das Essenhaus Restaurant
Time: 11:45 am – 1:00pm




Contact Us

Jodi Spataro

Chief Advancement Officer

Jodi@InspiringGood.org
574.295.8761

Colborn Carrie_3376-R 4x5x300 WEBSITE

Carrie Berghoff

Donor Engagement Specialist

Mansfield, Renee_WEBSITE

Renee Mansfield

Donor Services Coordinator