Overview
What is Philadelphia Estate Planning Council?
Philadelphia Estate Planning Council is a nonprofit organization situated in Moorestown, New Jersey. Its primary objective is to empower professionals engaged in estate planning, catering to both members and non-members. Through various programs and interactions, the council aims to enhance their skills and expand their network. Additionally, the council advocates and assists in spreading knowledge about estate planning, trust administration, and fiduciary management. It fosters understanding among different disciplines involved in estate planning and encourages cooperation among them. The council supports ethical standards and promotes excellent service to clients, ultimately contributing to the improvement of the estate planning process.
Official website here: www.philaepc.org
Is Philadelphia Estate Planning Council legitimate?
Philadelphia Estate Planning Council is a legitimate nonprofit organization registered as a 501(c)(6) entity. Philadelphia Estate Planning Council submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.
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Official website here: www.philaepc.org
What is the mission statement of Philadelphia Estate Planning Council?
The Philadelphia Estate Planning Council's mission is to advocate and aid in the dissemination of knowledge related to estate planning and the administration of trusts and estates, particularly within its membership. It encourages collaboration between professionals involved in estate planning, such as life underwriters, trust officers, attorneys, accountants, financial advisors, and others. The council fosters an understanding of the roles and responsibilities of these professionals, promoting ethical standards and superior client service. Additionally, it offers opportunities for its members to enhance their skills and expand their network through various programs and interactions.
Official website here: www.philaepc.org
Who is the CEO of Philadelphia Estate Planning Council?
Eric Hildenbrand is the Director of Philadelphia Estate Planning Council.
Official website here: www.philaepc.org
What is the revenue of Philadelphia Estate Planning Council?
Philadelphia Estate Planning Council's revenue in 2022 was $163,384.
Official website here: www.philaepc.org
Who are the executives of Philadelphia Estate Planning Council and what are their salaries?
Here are 21 key members and their salaries:
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Official website here: www.philaepc.org
Where can I find the form 990 for Philadelphia Estate Planning Council?
Philadelphia Estate Planning Council's most recent form 990 was submitted in 2022 and can be accessed here.
Official website here: www.philaepc.org
Learn more at the official website: www.philaepc.org
Mission Statement of Philadelphia Estate Planning Council
Philadelphia Estate Planning Council, a professional organization, aims to enhance the skills and expand the network of estate planning professionals, both members and non-members. The council's mission is threefold. Firstly, it seeks to advocate and disseminate knowledge concerning estate planning and the administration of trusts and estates, often referred to as "fiduciary administration." Secondly, it fosters an understanding of the roles and responsibilities of various professionals involved in estate planning, such as life underwriters, trust officers, attorneys, accountants, financial advisors, and others. Lastly, it encourages cooperation among these professionals and promotes ethical standards in their dealings with each other, mutual clients, and the public. The council's goal is to help its members provide the highest level of service to their clients and customers, ultimately improving the process of careful and proper estate planning.
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Impact
October, 2024
The Philadelphia Estate Planning Council plays a pivotal role in enhancing the skills and networks of professionals involved in estate planning. By providing opportunities for education and interaction, it fosters a collaborative environment that benefits both members and non-members.
Through its programs, the council helps practitioners deepen their understanding of estate planning and fiduciary administration, ultimately promoting sound practices in these critical areas. By advocating for ethical standards and encouraging cooperation among various disciplines—including attorneys, financial advisors, and trust officers—the council cultivates a professional atmosphere that leads to improved service for clients.
Additionally, the council's commitment to spreading knowledge about estate planning contributes to better-informed decisions for individuals and families navigating their estate needs. This focus on education and professional development not only raises the standards within the profession but also enhances the overall quality of estate planning services in the community.
This information is meant to be a general summary of Philadelphia Estate Planning Council. Please take the time to review official sources before making any decisions based upon the content provided here.
Financials
This financial information is from Propublica.
Other financial information:
This information is from the most recently submitted tax form from this organization, which was in 2022.
- Investment Income: $238
- Program Service Revenue: $160,883
- Gross Receipts: $223,481
Assets and Liabilities:
- Total Assets: $177,775
- Total Liabilities: $0
- Net Assets: $177,775
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
MEMBERSHIP DUES
Revenue
$81,438
MEETING
Revenue
$37,140
COUNCIL SPONSORSHIPS
Revenue
$19,905
SPONSORS
Revenue
$13,000
CONTINUING EDUCATION
Revenue
$7,900
Organization Details
Founding Year
1989
Phone
(856) 234-0330Principal Officer
Eric Hildenbrand
Main Address
PO BOX 579, MOORESTOWN, NJ, 080570579
Website
www.philaepc.orgNTEE Category
Code: S40 - Community improvement
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