North Central Florida Estate Planning Council
Welcome to the Estate Planning Council of North Central Florida
The North Central Florida Estate Planning Council (NCFEPC) was created in XXX. The 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 periodic 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, 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.
Thanks to the generosity of our donors, the Community Foundation has numerous competitive grants available to nonprofits. Open grants are announced in the weekly nonprofit newsletter, The information Station.
Maintaining a complete and current Philanthropy Hub profile is the first step to qualify for grant consideration and attract potential investors.
The Community Foundation uses a grants portal for the entire application process. When the application time period opens, simply click “Apply” from your Applicant Dashboard to begin. If someone from your organization already has an account in our system, you may need to reach out to us to allow you to create another.
Participate in the Center for Nonprofit Excellence
The Center for Nonprofit Excellence at the Community Foundation of North Central Florida was launched to enhance the effectiveness of North Central Florida’s nonprofit organizations. The Center is designed to provide executive directors, and their respective staff and board members, with information on best practices, tips and tools for organizational operations, and links to resources on a variety of topics.
Nonprofits can turn to us for:
- Resources and referrals for information about nonprofit management
- Educational and networking opportunities for Executive Directors, Board Chairs and consultants
- Research on the North Central Florida nonprofit sector
- Endowment fund services
- Free meeting space
Register for The Board Academy
The Board of Directors is an essential part of making every nonprofit organization function smoothly and successfully carry out the mission. The Board Academy is a workshop providing knowledge and skills to current board and staff members and those that wish to be placed on a nonprofit board at the conclusion of the training.
Through engaging presentations from nonprofit experts and interactive role-playing, participants learn a board member’s responsibilities and how these responsibilities relate to other within the organization.
To date, the Community Foundation has trained more than 350 individuals through The Board Academy
View the State of the Sector
Stay up to date on trends and data among North Central Florida nonprofits. The Community Foundation collects data from The Philanthropy Hub each October and shares the impact in a report titled the State of Sector.
Sign up for the nonprofit newsletter
Stay connected to nonprofit resources, grant opportunities, Center for Nonprofit Excellence workshops and trainings by signing up for our weekly nonprofit newsletter. The Information Station is the Community Foundation’s newsletter sent every Monday afternoon.