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How We Help

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.

Creative Giving

Guiding your client's philanthropies

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

Your clients look to you for knowledgeable and up-to-date tax and estate planning expertise. So when it comes to planned giving, the Community Foundation of Elkhart County can help by supporting your efforts and keeping you informed of the ever-changing rules of philanthropic giving.

We can offer a range of resources and tools to help your work with clients as they consider how to create a lasting legacy.

Our quarterly meetings offer timely presentations as we come together to learn from experts about how to navigate changing rules and regulations, as well as how to best help meet the needs in our community.

Funds supporting our strong nonprofits in Elkhart County benefit the community forever and help create a personal legacy.

Elkhart County Estate Planning Council

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 11:30 am 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 Estate Planning Council Membership Form and mailing the form and check to the Community Foundation. Details are included on the form.

Carrie Berghoff

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.

Carrie@InspiringGood.org
(574) 295-8761

Giving Vehicles

Bequests

Many of the gifts we receive come in the form…

Two business men working together in a casual setting

Life Insurance

When you name the Community Foundation as the owner and…

Real Estate

We can accept a gift of a house or other…

Events

Quarterly Estate Planning Council Meeting
Dec
02

Quarterly Estate Planning Council Meeting

We'll gather from 11:30 a.m. to 1 p.m. at Das Dutchman Essenhaus, Middlebury, to hear from Martijn Cremers, Professor of…

Assets Managed By Fund Type

Since 1989, we have been working with passionate individuals, families, organizations, and businesses who are building a stronger community by supporting causes that strengthen and improve Elkhart County. Once we understand a donor's goals through giving and establish their intent, we work with them to decide on which funding option best brings their vision to life.

  • Donor Advised
  • Designated
  • Scholarship
  • Field of Interest and Other Assets
  • Unrestricted

Story Highlight

ESTABLISHING A FAMILY FOUNDATION

When you’re going through the greatest trials life has to offer, that’s not usually a convenient time to sit down and consider whether to create a private foundation or to find an alternative. But sometimes the worst time to think about it is also the most important time. And those are times when people can turn to the Community Foundation of Elkhart County, when they can talk to us and we’ll listen, find out what they want, and then offer our services, if appropriate, or give them recommendations elsewhere.

Jane Troup

Jane Troup

Donor Services Coordinator

Jane@InspiringGood.org
(574) 295-8761

Jodi Spataro

Jodi Spataro

Chief Advancement Officer

Jodi@InspiringGood.org
(574) 295-8761

Carrie Berghoff

Carrie Berghoff

Donor Engagement Specialist

Carrie@InspiringGood.org
(574) 295-8761