THE REWARDS OF GIVING VIA THE NCEF
“Changing Lives Through Pro-bono Financial Advice.”
The NAPFA Consumer Education Foundation (NCEF) empowers consumers to achieve positive financial outcomes by supporting fee-only financial advisors in providing objective financial guidance on a probono basis.
NAPFA members’ commitment to Fee-Only services reveals a desire to act in the best interest of others. Similarly, on a pro-bono basis NAPFA members support the underserved populations who need financial advice, but can’t afford it.
Please consider making a meaningful impact by supporting NCEF today. All contributions are tax-deductible and support the operations and programming of the organization. We utilize these funds to make a life-changing difference for those with limited resources seeking a more secure future.
By making a monetary contribution to support NCEF you:
Take enterprising action on a cause whose urgency you experience every day
Ensure that NAPFA’s client-focused, fee-only values are strongly represented in the industry’s consumer outreach efforts
Support current NCEF pro-bono programmatic opportunities
Develop future national pro-bono opportunities for affinities you have served locally including the elderly, terminally ill, veterans, school children, women and those in poverty.
Thank you to our generous NCEF donors in the past year…
Lewis J. Altfest
Stanley and Jill Altmark
Baron Financial Group, LLC
Beacon Financial Planning
Budros, Ruhlin & Roe, Inc.
Capital Financial Services, LLC / Bill Jerome
Charleston Financial Advisors LLC
Jeff De Valdivia
Foundation for Financial Planning
Gasber Financial Advisors, Inc. / Gerald Gasber
Glenayr Wealth Advisors LLC / Joan Sharp
Holly Donaldson Financial Planning, LLC
Holzer & Company, Inc.
Integrated Financial Planning
Jones Financial Consulting, LLC / D. Alfred Jones
John & Martha Kapouch
Barry and Barbara Korb
Kulig Family Charitable Fund
John Henry Low
McGovern Financial Advisors
Moser Wealth Advisors
Otto & Associates
Partners in Financial Planning / James Pearman
Pivot Point Advisors
Portland Financial Planning Group / Brian Dietz and Thomas Rogers
J. David Principe
Reason Financial Advisors, Inc. / Patrick Doland
Safe Harbor Financial Planning / Steven Copeland
Margery and Eugene Schiller
Roberta Jean Smith
TD Ameritrade Institutional
TD Ameritrade Services Company
Van Scoyk Family Foundation
Ronald Van Surksum
Steven & Susan Zimmerman
Note: Every effort was made to assure the accuracy of this donor list. Please contact us if you have any corrections or concerns at firstname.lastname@example.org. Thank you.
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Online Listing of Donors: We proudly list our donors on-line on www.napfafoundation.org. If you wish to have your donation anonymous, please email: email@example.com.
Donations by check should be made to: NAPFA Consumer Education Foundation. Please mail checks to the following address:
Contact Us: NAPFA Consumer Education Foundation, 8700 W. Bryn Mawr Avenue, Suite 700N, Chicago, IL 60631, 847-483-5700 ext. 106, firstname.lastname@example.org
Employer ID Number: 20-2025908