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
Giles Almond
Stanley and Jill Altmark
Mitchell Anderson
Lisa Archer
Baron Financial Group, LLC
Manohar Bartakke
Beacon Financial Planning
Marjorie Bennett
Milo Benningfield
Berkeley Inc.
Scott Blaesing
Michael Brady
Lesley Brey
Todd Brundage
Budros, Ruhlin & Roe, Inc.
Scott Buttfield
James Cantrell
Capital Financial Services, LLC / Bill Jerome
Brian Carlton
Charleston Financial Advisors LLC
Lynn Chen-Zhang
Andy Claybrook
Charles Clifton
Jennifer Cray
James Daniel
Jeff De Valdivia
David Duttenhofer
John Ellison
Rick Epple
Gary Ewing
Richard Feight
Scott Floersheim
Karen Folk
Foundation for Financial Planning
David Foster
Marjorie Fox
Jim Freeman
Edward Fulbright
Michael Garry
Gasber Financial Advisors, Inc. / Gerald Gasber
Glenayr Wealth Advisors LLC / Joan Sharp
Therese Govern
Ken Gross
Jalene Hahn
Jennifer Harper
Clarissa Hobson
David Hofstad
Holly Donaldson Financial Planning, LLC
Holzer & Company, Inc.
William Howell
William Hufnell
Dirk Huybrechts
Integrated Financial Planning
Stephen Johnson
Carrie Jones
Jones Financial Consulting, LLC / D. Alfred Jones
Michael Joyce
Rick Kahler
Eve Kaplan
John & Martha Kapouch
Barry Katz
Phyllis Keller
Andrew Kerns
Brenda Knox
Barry and Barbara Korb
Kulig Family Charitable Fund
Jennifer Lane
Tracy Lasecke
Sophit Lee
Jay Levin
David Lewis
Lauren Locker
John Henry Low
Mary Malgoire
Jeffrey McClarren
Wan McCormick
George McDaniel
McGovern Financial Advisors
Scott McLeod
Carey McNeal
Peter Melsness
Susan Miller
Michael Miller
James Milne
Lorrie Minor
Moser Wealth Advisors
David Nash
Michelle Neiswender
Otto & Associates
Christopher Parr
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
Jim Reding
Stephen Reh
Sharon Rich
Safe Harbor Financial Planning / Steven Copeland
Jennifer Sanchez
Julie Schatz
Harry Scheyer
Margery and Eugene Schiller
Russell Schultz
Mark Seiler
Gabriel Shahin
Eileen Sharkey
Lydia Sheckels
Thomas Smedile
Roberta Jean Smith
Colleen Soares
Laurie Stegenga
Barry Swaim
TD Ameritrade Institutional
TD Ameritrade Services Company
Steven Thalheimer
Johanna Turner
Ron Valpey
Van Scoyk Family Foundation
Ronald Van Surksum
Renee Weese
John Wenzel
James Williams
Donna Wood
Charles Zhang
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 foundation@napfa.org.  Thank you.

 

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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, foundation@napfa.org

Employer ID Number: 20-2025908

 

FOUNDATION OFFICE

NAPFA Consumer Education Foundation
8700 W. Bryn Mawr Ave., Suite 700N
Chicago, IL 60631
(847) 483–5400 ext. 106
foundation@napfa.org

 

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