Overview
What is San Francisco Estate Planning Council?
San Francisco Estate Planning Council is a nonprofit organization dedicated to fostering a platform for estate planning education. They achieve this by organizing educational forums where members engage in discussions on estate planning matters, inviting experts to share insights at events. The council's mission is to promote understanding and advancement in estate planning, thereby providing valuable resources and knowledge for individuals involved in the field.
Official website here: www.sfepc.org
Is San Francisco Estate Planning Council legitimate?
San Francisco Estate Planning Council is a legitimate nonprofit organization registered as a 501(c)(6) entity. San Francisco 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.sfepc.org
What is the mission statement of San Francisco Estate Planning Council?
The San Francisco Estate Planning Council serves as a platform for promoting estate planning education. It achieves this goal by organizing meetings and events where estate planning issues are examined and discussed in depth. Guest speakers are regularly invited to share their insights and perspectives. The council's mission is centered around fostering a forum for the exploration of estate planning matters, aiming to enhance the understanding and application of these concepts.
Official website here: www.sfepc.org
Who is the CEO of San Francisco Estate Planning Council?
Eric Rodriguez is the President of San Francisco Estate Planning Council.
Official website here: www.sfepc.org
What is the revenue of San Francisco Estate Planning Council?
San Francisco Estate Planning Council's revenue in 2023 was $64,266.
Official website here: www.sfepc.org
Who are the executives of San Francisco Estate Planning Council and what are their salaries?
Here are 12 key members and their salaries:
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Official website here: www.sfepc.org
Where can I find the form 990EZ for San Francisco Estate Planning Council?
San Francisco Estate Planning Council's most recent form 990EZ was submitted in 2023 and can be accessed here.
Official website here: www.sfepc.org
Learn more at the official website: www.sfepc.org
Mission Statement of San Francisco Estate Planning Council
The San Francisco Estate Planning Council serves as a platform for promoting an educational forum on estate planning matters. This nonprofit organization engages in this mission by organizing events and meetings where estate planning issues are studied and discussed in depth. Inviting esteemed guest speakers to these gatherings is another integral part of their strategy to disseminate knowledge and insights on estate planning. By facilitating these educational opportunities, the San Francisco Estate Planning Council aims to contribute to a deeper understanding of estate planning concepts, thereby empowering individuals to make informed decisions regarding their financial and legal affairs.
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Impact
October, 2024
The San Francisco Estate Planning Council significantly enhances the estate planning profession by facilitating a robust education forum for its members. Through regular meetings and events featuring guest speakers, the Council fosters an environment where professionals can study and discuss key issues in estate planning. This collaborative approach not only deepens the knowledge and expertise of its members but also helps establish best practices within the field. Moreover, the interactions and discussions foster a strong professional network, allowing members to exchange insights and solutions that ultimately benefit their clients and the community at large. The Council plays a vital role in shaping the landscape of estate planning in San Francisco, ensuring that professionals are well-informed and equipped to address the complexities of estate law.
This information is meant to be a general summary of San Francisco 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 2023.
- Investment Income: $116
- Program Service Revenue: $51,010
- Gross Receipts: $64,266
Assets and Liabilities:
- Total Assets: $98,112
- Total Liabilities: $0
- Net Assets: $98,112
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Organization Details
Phone
(415) 745-1417Principal Officer
Eric Rodriguez
Main Address
268 BUSH STREET 4222, SAN FRANCISCO, CA, 94104
Website
www.sfepc.orgNTEE Category
Code: I80 - Crime
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