THE REWARDS OF GIVING…
“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 and Karen Altfest
Stanley and Jill Altmark
Atlas Fiduciary Financial
Baron Financial Group LLC
Bienvenue Wealth LLC
Jeff De Valdivia
Detterbeck Wealth Management
Fidelity Charitable DAF
Financial Life Designs LLC
Foresight Capital Management
Foundation for Financial Planning (FFP)
Johanna Fox Turner
Gary D Ewing & Sophit Lee Family Fund
Gasber Financial Advisors, Inc.
Hawkes Wealth Management Inc.
Martha & John Jr. Kapouch
Kulig Family Charitable Fund
Lee Financial Corporation LFC
Lighthouse Financial Planning
John Henry Low
Mary Malgoire & Beatrice Birman Fund
McGovern Financial Advisors, LLC
Partners in Financial Planning
Pivot Point Advisors, LLC
Portland Financial Planning Group
J. David Principe
Jason and Elaine Ramage
River Family Advisors LLC
Margery and Eugene Schiller
Roberta Jean Smith
Van Scoyk Family Foundation
Ronald Van Surksum
Waterstone Wealth Advisors, LLC
- Donors listed contributed in the fiscal year of September 1, 2020 – August 31, 2021.
By submitting your payment, you authorize us to charge the account above for the amount specified in the Transaction Amount field. Account information for Recurring Pledges/Monthly Giving is encrypted and stored securely via SafeSave™ for automatic processing of your future payments. Notify us at anytime if you wish to discontinue your pledge.
We take precautions to protect your information. We collect credit card or bank account information, names, addresses, and other data related to your transaction when you make a payment through our site. We use this information to process your payment.
Accepted Donations: In addition to donating by credit card, we also accept donations by check, grants from a Donor Advised Fund (DAF) and appreciated stock. Please make these methods payable to: “NAPFA Consumer Education Foundation” and mail 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
Online Listing of Donors: We proudly list our donors; names on-line at www.napfafoundation.org. Donors are for our last fiscal year (Sept 1 – Aug 31). If you wish to have your donation anonymous, please email: email@example.com. Thank you.
Questions: Please contact Rob Harkey, NCEF Foundation Program Coordinator at 847-483-5400 ext.106 or at firstname.lastname@example.org