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
Scott K. Anderson Jr.
Baron Financial Group
Thomas W Batterman
Scott T. Blaesing
C. E. Scott Brewster
Budros, Ruhlin & Roe, Inc.
Marjorie A Burnett
Cabaniss Family Gift Fund
Scarlott L. Cagle
Capital Financial Services, LLC
Charleston Financial Advisors, LLC
Scott Andy Claybrook
NAPFA CT Study Group in Tribute of Martha Kapouch
John S. Davis
Jeff De Valdivia
Diahann W. Lassus Trust
Holly Donaldson In Honor of Marge Schiller
Karen and Michael Folk
David A. Foster
Foundation for Financial Planning
Johanna Fox Turner
Gary D Ewing & Sophit Lee Family Fund
Gasber Financial Advisors, Inc.
Jalene Thompson Hahn
Hawkes Wealth Management Inc.
Martin L. Hopkins
William M. Howell
Dirk J Huybrechts
Integrated Financial Planning
Alfred Jones Financial Consulting, LLC
William H. Keffer
Kulig Family Charitable Fund
Frederic T Kutscher
Scott A. Leonard
John Henry Low
McGovern Financial Advisors, LLC
Moser Wealth Advisors, LLC
Otto & Associates
Jim Pearman in Honor of Michael Joyce and Jamie Milne
Michael and Pam Poldiak
Portland Financial Planning Group
J. David Principe
Kevin M. Reardon
Reason Financial Advisors, Inc.
Red Lighthouse Investment Mgmt
Safe Harbor Financial Planning
Julie A. Schatz
Russ and Vicki Schultz
Roberta Jean Smith
Stonegate Wealth Management, LLC
TD Ameritrade Services Comp.
Rebecca Thompson In Honor of Shelby Kay-Fantozzi
Traphagen Financial Group
Ronald Van Surksum
Wealth Management, Inc.
John R. Wenzel
Clare E. Wherley
James J. Williams
- Giving was during the fiscal year of September 1, 2019 – August 31, 2020.
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