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Estate Planning Council Of Richmond Virginia

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

EIN: 562382713 ✦ Richmond, VA ✦ Designated as a 501(c)(6)

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Overview

What is Estate Planning Council Of Richmond Virginia?

The Estate Planning Council of Richmond Virginia is a nonprofit organization that conducts regular dinner meetings throughout the year, typically five in total. At these events, a guest speaker delivers insightful presentations on current and pertinent Estate Planning topics. This platform fosters knowledge sharing and engagement among the organization's members. The Council's mission, in essence, is to provide a conducive environment for continuous learning and networking within the Estate Planning sphere.

Is Estate Planning Council Of Richmond Virginia legitimate?

Estate Planning Council Of Richmond Virginia is a legitimate nonprofit organization registered as a 501(c)(6) entity. Estate Planning Council Of Richmond Virginia 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:

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

For more financial information, click here

What is the mission statement of Estate Planning Council Of Richmond Virginia?

The Estate Planning Council of Richmond Virginia's primary activity involves organizing five dinner meetings annually. At these meetings, a guest speaker shares insightful and current Estate Planning topics with the council members. The mission of the organization, as implied from its activities, is to provide a platform for continuous learning and discussion on Estate Planning matters, thereby keeping its members updated and informed. The council's focus is on delivering timely and relevant information, contributing to the collective understanding and advancement in the field of Estate Planning.

What is the revenue of Estate Planning Council Of Richmond Virginia?

Estate Planning Council Of Richmond Virginia's revenue in 2024 was $32,856.

Who are the executives of Estate Planning Council Of Richmond Virginia and what are their salaries?

Here are 7 key members and their salaries:


Frances F Goldman (Immediate President)
  • Compensation: $0
  • Related: $0
  • Other: $0
John D Duni (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kristen Frances Hager (Programming Vce Pres)
  • Compensation: $0
  • Related: $0
  • Other: $0
Bryan A Stark (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Liza Bowersox (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Asif H Charania (Chair, Membership Committee)
  • Compensation: $0
  • Related: $0
  • Other: $0
Margaret Smith (At Large Member, Membership)
  • Compensation: $0
  • Related: $0
  • Other: $0
Where can I find the form 990EZ for Estate Planning Council Of Richmond Virginia?

Estate Planning Council Of Richmond Virginia's most recent form 990EZ was submitted in 2024 and can be accessed here.

Mission Statement of Estate Planning Council Of Richmond Virginia

The Estate Planning Council of Richmond Virginia, as an organization, typically hosts five dinner meetings annually. At these gatherings, a guest speaker delivers a presentation on current and pertinent Estate Planning topics to the attendees. The purpose of these meetings is to inform and educate members about the latest developments in Estate Planning, fostering a community of professionals engaged in this field. The council serves as a platform for knowledge sharing and networking, offering valuable insights to its members.

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Impact




October, 2024

The Estate Planning Council of Richmond, Virginia plays a significant role in enhancing the understanding and practice of estate planning within the community. By organizing five annual dinner meetings featuring guest speakers on relevant topics, the council fosters knowledge sharing and professional development among its members. This approach helps estate planning professionals stay updated on current trends and best practices, ultimately benefiting their clients.

Through these events, the council facilitates networking opportunities, allowing members to build relationships and collaborate on strategies that improve the estate planning process. This collective sharing of expertise contributes to more informed decision-making and improved outcomes for individuals and families navigating complex estate planning issues.

Furthermore, by focusing on timely and relevant subjects, the council not only addresses immediate concerns but also prepares its members for future challenges in the estate planning landscape. This proactive approach enhances the overall effectiveness of estate planning services in Richmond, benefiting the community as a whole by ensuring that individuals are better equipped to manage their estates and protect their legacies.




This information is meant to be a general summary of Estate Planning Council Of Richmond Virginia. 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
$32,856 (2024)
Expenses
$46,960 (2024)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2024.

  • Gross Receipts: $32,856

Assets and Liabilities:

  • Total Assets: $52,750
  • Total Liabilities: $0
  • Net Assets: $52,750

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Organization Details

Principal Officer

John D Duni

NTEE Category

Code: S41 - Community improvement

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