Central Florida Estate Planning Council

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

EIN: 593351739 ✦ Winter park, FL ✦ 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 Central Florida Estate Planning Council?

The Central Florida Estate Planning Council, Inc. is a nonprofit organization with a mission to promote collaboration and mutual understanding among professionals involved in estate planning. This includes Life Underwriters, Trust Officers, Attorneys, Accountants, and any other relevant parties. Their objective is to strengthen the cohesion among these disciplines, thereby enhancing the overall estate planning process. The council aims to foster a cooperative environment where these professionals can work together more effectively, ultimately benefiting the individuals and families seeking comprehensive estate planning solutions.


Official website here: www.cfepc.org

Is Central Florida Estate Planning Council legitimate?

Central Florida Estate Planning Council is a legitimate nonprofit organization registered as a 501(c)(6) entity. Central Florida Estate Planning Council 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.


Official website here: www.cfepc.org

What is the mission statement of Central Florida Estate Planning Council?

The Central Florida Estate Planning Council's mission is to promote collaboration and mutual understanding among professionals involved in estate planning, including Life Underwriters, Trust Officers, Attorneys, and Accountants. Their objective is to encourage cooperation among these disciplines, aiming to ensure a harmonious functioning of their roles in estate planning.


Official website here: www.cfepc.org

Who is the CEO of Central Florida Estate Planning Council?

Joe Percopo is the President of Central Florida Estate Planning Council.


Official website here: www.cfepc.org

What is the revenue of Central Florida Estate Planning Council?

Central Florida Estate Planning Council's revenue in 2023 was $46,407.


Official website here: www.cfepc.org

Who are the executives of Central Florida Estate Planning Council and what are their salaries?


Here are 13 key members and their salaries:


Thomas Shaw (Immediate Pa)
  • Compensation: $0
  • Related: $0
  • Other: $0
Joe Percopo (President)
  • Compensation: $0
  • Related: $0
  • Other: $0
Ashley White (2Nd Vp)
  • Compensation: $0
  • Related: $0
  • Other: $0
Nicole Donelson (1St Vp)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andrea Niemann (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lisa Amoroso (Secretary)
  • Compensation: $0
  • Related: $0
  • Other: $0
Stacey Prince-Troutman (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tiffany Collier (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Daniel Harris (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Andrew Thompson (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jennifer Bostedo (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Christopher Suto (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lemar Williams (Board Member)
  • Compensation: $0
  • Related: $0
  • Other: $0


Official website here: www.cfepc.org

Where can I find the form 990EZ for Central Florida Estate Planning Council?

Central Florida Estate Planning Council's most recent form 990EZ was submitted in 2023 and can be accessed here.


Official website here: www.cfepc.org

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

Mission Statement of Central Florida Estate Planning Council

The Central Florida Estate Planning Council, Inc., serves a vital role in promoting collaboration and mutual understanding among professionals involved in estate planning. This nonprofit organization strives to bridge the gap between Life Underwriters, Trust Officers, Attorneys, Accountants, and other relevant parties, fostering a cohesive approach to estate planning. By encouraging cooperation among these disciplines, the Central Florida Estate Planning Council aims to ensure that all aspects of estate planning are considered and executed 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 Central Florida Estate Planning Council plays a crucial role in enhancing the effectiveness of estate planning in the region. By fostering understanding among professionals, including life underwriters, trust officers, attorneys, and accountants, the Council promotes a collaborative approach to estate planning. This cooperative framework enables these diverse specialists to work together more efficiently, ultimately leading to improved outcomes for individuals and families navigating complex estate issues.

Through its initiatives and activities, the Council helps streamline communication and facilitates the exchange of ideas among practitioners. This not only elevates the standards of service provided to clients but also ensures that best practices are shared across disciplines. As a result, clients benefit from a more comprehensive and cohesive estate planning experience, which can lead to better management of assets, clearer communication of wishes, and a smoother transition of wealth across generations.

In this way, the Central Florida Estate Planning Council significantly impacts the community by enhancing the knowledge and skills of its members, thereby bolstering the overall effectiveness of estate planning services in Central Florida.




This information is meant to be a general summary of Central Florida 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
$46,407 (2023)
Expenses
$50,100 (2023)
Efficiency

Other financial information:

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

  • Investment Income: $7
  • Program Service Revenue: $18,350
  • Gross Receipts: $46,407

Assets and Liabilities:

  • Total Assets: $92,990
  • Total Liabilities: $0
  • Net Assets: $92,990

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

Organization Details

Principal Officer

Joe Percopo

Main Address

1419 GENE STREET, WINTER PARK, FL, 32789

NTEE Category

Code: I80 - Crime

If you are a representative of Central Florida 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.