Overview
What is The Charitable Estate Planning Institute?
The Charitable Estate Planning Institute is a nonprofit organization that annually conducts a three-day educational seminar in Nashville, Tennessee. This event offers an in-depth curriculum on charitable planning strategies, integrating them with tax and estate planning regulations. The programs have received accreditations from various state bar and fundraising associations, reflecting their credibility and relevance in the field. The institute serves as a platform for professionals to enhance their knowledge and skills in charitable estate planning.
Official website here: www.ceplanninginstitute.org
Is The Charitable Estate Planning Institute legitimate?
The Charitable Estate Planning Institute is a legitimate nonprofit organization registered as a 501(c)(3) entity. The Charitable Estate Planning Institute submitted a form 990EZ, 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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Professional Fundraising Fees: $0
Other Salaries and Wages: $0
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Official website here: www.ceplanninginstitute.org
What is the mission statement of The Charitable Estate Planning Institute?
The Charitable Estate Planning Institute's mission is focused on providing comprehensive education on charitable planning techniques, integrating them with tax and estate planning laws. They organize an annual seminar, lasting three days, in an undisclosed location, which offers an in-depth curriculum. This educational event has garnered accreditations from both state bar and fundraising associations, highlighting its credibility and relevance in the field. The objective of these programs is to equip professionals with the necessary tools and knowledge to effectively incorporate charitable planning within their estate planning practices.
Official website here: www.ceplanninginstitute.org
What is the revenue of The Charitable Estate Planning Institute?
The Charitable Estate Planning Institute's revenue in 2024 was $101,720.
Official website here: www.ceplanninginstitute.org
Who are the executives of The Charitable Estate Planning Institute and what are their salaries?
Here are 4 key members and their salaries:
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Official website here: www.ceplanninginstitute.org
Where can I find the form 990EZ for The Charitable Estate Planning Institute?
The Charitable Estate Planning Institute's most recent form 990EZ was submitted in 2024 and can be accessed here.
Official website here: www.ceplanninginstitute.org
Learn more at the official website: www.ceplanninginstitute.org
Mission Statement of The Charitable Estate Planning Institute
The Charitable Estate Planning Institute is dedicated to delivering an annual educational seminar, spanning three days, in the realm of charitable planning. This event, held in Nashville, TN, offers a comprehensive curriculum, meticulously crafted to integrate charitable planning strategies within the context of tax and estate planning laws. The programs presented at this seminar have earned MCLE accreditations from both state bar and fundraising associations, underscoring their credibility and relevance within the field. The Charitable Estate Planning Institute serves as a platform for professionals to expand their knowledge and expertise in charitable planning, ensuring they are well-equipped to provide beneficial services to their clients.
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Impact
August, 2024
The Charitable Estate Planning Institute's impact lies in equipping professionals with advanced knowledge and skills in charitable planning techniques, tax laws, and estate planning regulations. Through its annual 3-day educational seminar in Nashville, TN, the institute provides a platform for individuals to deepen their expertise in this specialized field. The programs offered by the institute have been recognized and accredited by various state bar and fundraising associations, contributing to the professional development of attendees. This initiative plays a vital role in enhancing the quality of charitable estate planning practices and ultimately aims to foster community improvement.
This information is meant to be a general summary of The Charitable Estate Planning Institute. 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 2024.
- Program Service Revenue: $101,720
- Gross Receipts: $101,720
Assets and Liabilities:
- Total Assets: $10,023
- Total Liabilities: $0
- Net Assets: $10,023
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Organization Details
Principal Officer
Karen Rawson
Website
www.ceplanninginstitute.orgNTEE Category
Code: S03 - Community improvement
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