Overview
What is Chicago Estate Planning Council?
The Chicago Estate Planning Council is a nonprofit organization situated in Chicago, Illinois. Their primary focus is to educate and inform members about advancements in estate and wealth planning. They achieve this through organizing luncheon programs, annual outings, workshops, and webinars. The council serves as a platform for estate planning specialists from various disciplines to connect and foster understanding among themselves. They emphasize the importance of adhering to high professional and ethical standards.
Official website here: www.cepcweb.org
Is Chicago Estate Planning Council legitimate?
Chicago Estate Planning Council is a legitimate nonprofit organization registered as a 501(c)(6) entity. Chicago 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.
Heare are some key statistics you may want to consider:
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Official website here: www.cepcweb.org
What is the mission statement of Chicago Estate Planning Council?
The Chicago Estate Planning Council's mission is to foster a comprehensive understanding among estate planning specialists from various disciplines. They achieve this goal by organizing educational and networking events. These events aim to keep members updated on developments in estate and wealth planning, while simultaneously promoting a collaborative relationship among estate planning professionals from diverse backgrounds. The council upholds high standards of professional and ethical conduct within the estate planning field. They accomplish this through their luncheon programs, annual outings, workshops, webinars, and other initiatives.
Official website here: www.cepcweb.org
Who is the CEO of Chicago Estate Planning Council?
Kathleen Callahan is the President of Chicago Estate Planning Council.
Official website here: www.cepcweb.org
What is the revenue of Chicago Estate Planning Council?
Chicago Estate Planning Council's revenue in 2022 was $392,848.
Official website here: www.cepcweb.org
Who are the executives of Chicago Estate Planning Council and what are their salaries?
There 40 volunteers at Chicago Estate Planning Council.
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Official website here: www.cepcweb.org
Where can I find the form 990 for Chicago Estate Planning Council?
Chicago Estate Planning Council's most recent form 990 was submitted in 2022 and can be accessed here.
Official website here: www.cepcweb.org
Learn more at the official website: www.cepcweb.org
Mission Statement of Chicago Estate Planning Council
The Chicago Estate Planning Council, a collective of estate planning specialists from various disciplines, strives to promote understanding among its members. This is achieved through a combination of educational and networking events. By doing so, the council encourages adherence to the highest standards of professional and ethical conduct within the estate planning field. The council accomplishes this objective by organizing luncheon programs, annual outings, workshops, and webinars. These events serve to inform members about the latest developments in estate and wealth planning, fostering a collaborative relationship among specialists from different disciplines.
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Impact
October, 2024
The Chicago Estate Planning Council significantly enhances the estate planning landscape by fostering collaboration among specialists across various disciplines. Through a series of educational events such as luncheons, workshops, and webinars, the council provides valuable insights into the latest developments in estate and wealth planning.
By creating opportunities for professionals to connect and share knowledge, the council cultivates a community that emphasizes both ethical conduct and high professional standards. This networking not only strengthens individual practices but also enriches the overall quality of services available to clients in the Chicago area. The impact of the council extends beyond education; it promotes a culture of cooperation and professionalism among estate planning experts, ultimately benefiting the broader community in their pursuit of effective estate management.
This information is meant to be a general summary of Chicago 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: $311
- Program Service Revenue: $387,287
- Gross Receipts: $392,848
Assets and Liabilities:
- Total Assets: $383,359
- Total Liabilities: $28,096
- Net Assets: $355,263
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Programs
Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.
MEMBERSHIP DUES
Revenue
$120,625
LUNCHEON MEETINGS
Revenue
$117,185
COURSES & WORKSHOPS
Revenue
$74,892
ANNUAL OUTING
Revenue
$41,445
ANNUAL SPONSORSHIPS
Revenue
$31,000
Organization Details
Founding Year
1977
Phone
(312) 644-6610Principal Officer
Kathleen Callahan
Main Address
330 N WABASH AVENUE 2000, CHICAGO, IL, 606114267
Website
www.cepcweb.orgNTEE Category
Code: P03 - Human services
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