Washington Dc Estate Planning Council

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 521065720 ✦ Arlington, VA ✦ Designated as a 501(c)(6)

Shop smarter and support your favorite cause at the same time! With the Give Freely browser extension, you'll automatically save money with coupons, and partner stores will donate to your chosen charity - at no extra cost to you. Start giving back with a single click. It's safe, free, and spam-free, guaranteed!

Overview

What is Washington Dc Estate Planning Council?

The Washington D.C. Estate Planning Council is a nonprofit organization based in Arlington, Virginia. Their primary mission is to aid their members in offering superior service to their clients and customers, while also introducing those in need of estate planning to the benefits it provides. They serve as a platform for discussing related topics, fostering mutual understanding, promoting cooperation among participating groups, and encouraging diverse students to join the estate planning field. In pursuit of their mission, they host educational events, social networking opportunities, and advanced-level symposiums, such as the recent Family Office Symposium. Their activities this year include both in-person and virtual events, including a golf tournament, aiming to better serve their members and clients.


Official website here: www.wdcepc.org

Is Washington Dc Estate Planning Council legitimate?

Washington Dc Estate Planning Council is a legitimate nonprofit organization registered as a 501(c)(6) entity. Washington Dc 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:

Executive Compensation: $0
Professional Fundraising Fees: $0
Other Salaries and Wages: $0

For more financial information, click here


Official website here: www.wdcepc.org

What is the mission statement of Washington Dc Estate Planning Council?

The Washington D.C. Estate Planning Council's mission is to assist its members in delivering exceptional services to their clients and customers. By providing a platform for discussions on related topics, the council aims to foster an intelligent understanding of the relationships between various participating groups. It also aims to promote acquaintanceship and cooperation among these groups. Moreover, the council encourages students from diverse backgrounds to consider a career in estate planning, with the ultimate goal of enhancing the services provided to clients and benefiting the general public.


Official website here: www.wdcepc.org

Who is the CEO of Washington Dc Estate Planning Council?

Brandon Ross is the President of Washington Dc Estate Planning Council.


Official website here: www.wdcepc.org

What is the revenue of Washington Dc Estate Planning Council?

Washington Dc Estate Planning Council's revenue in 2023 was $184,021.


Official website here: www.wdcepc.org

Who are the executives of Washington Dc Estate Planning Council and what are their salaries?

There 40 volunteers at Washington Dc Estate Planning Council.


Here are 9 key members and their salaries:


Brett Scola (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Logan Winn (Vice President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jaime Lawson (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Brandon Ross (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Margaret Fischer (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michelle Chapin (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Scott Greenberg (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Yusuf Abugideiri (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Emily Plocki (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.wdcepc.org

Where can I find the form 990 for Washington Dc Estate Planning Council?

Washington Dc Estate Planning Council's most recent form 990 was submitted in 2023 and can be accessed here.


Official website here: www.wdcepc.org

Learn more at the official website: www.wdcepc.org

Mission Statement of Washington Dc Estate Planning Council

The Washington D.C. Estate Planning Council is an organization committed to aiding its members in delivering the highest quality service to their clients and customers. Its mission is twofold. Firstly, it seeks to familiarize those in need of estate planning with the benefits that such planning offers. Secondly, it provides a platform for its members to engage in discussions about relevant topics, fostering an intelligent understanding of the relationships between different participating groups. Moreover, the council encourages cooperation among these groups and promotes the entry of students from diverse backgrounds into the field of estate planning, ultimately aiming to serve the clients of its members and the general public more effectively.

Shop smarter and support your favorite cause with the Give Freely browser extension. Save money with coupons and donate to charity with a single click. Download now!

Impact




October, 2024

The Washington DC Estate Planning Council plays a vital role in enhancing the quality of estate planning services through education, collaboration, and networking among professionals in the field. By providing a platform for members to engage in discussions and share insights on complex estate planning issues, the Council fosters a community of practice that ultimately benefits clients seeking expert guidance.

With a range of activities, including in-person and virtual educational events, the Council ensures its members remain informed about the latest trends and best practices. The inclusion of events such as the first family office symposium offers advanced-level education, further elevating the expertise of its members. Additionally, social networking events and community activities, like the golf tournament, strengthen relationships among professionals, promoting cooperation and collaboration that enhance the service delivered to clients.

The efforts of the Washington DC Estate Planning Council not only improve the individual practice of its members but also contribute to a collective understanding of estate planning's benefits, making it more accessible to those in need. Through its impactful initiatives, the Council significantly advances the estate planning profession within the community, ultimately leading to better outcomes for clients and their families.




This information is meant to be a general summary of Washington Dc 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.

Revenue
$184,021 (2023)
Expenses
$161,529 (2023)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2023.

  • Investment Income: $5,336
  • Program Service Revenue: $26,519
  • Gross Receipts: $205,833

Assets and Liabilities:

  • Total Assets: $283,345
  • Total Liabilities: $0
  • Net Assets: $283,345

Want to help this charity, for free? You can click here to learn more about Give Freely

Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

REGISTRATION FEES

Revenue

$24,834

HARITON STUDY

Revenue

$1,100

DIVERSITY SOCIAL

Revenue

$585

Organization Details

Founding Year

1975

Principal Officer

Brandon Ross

Main Address

PO BOX 5153, ARLINGTON, VA, 22205

NTEE Category

Code: S41 - Community improvement

If you are a representative of Washington Dc Estate Planning Council and wish to learn more about how Give Freely can help you raise funds, please click here: https://givefreely.com/nonprofits/. Our services are offered at no cost to your organization.