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*…

Sharon Allen
Lewis and Karen Altfest
Stanley and Jill Altmark
Mitchell Anderson
Antonio Andrade
Atlas Fiduciary Financial
Charles Averre
Baron Financial Group LLC
Elaine Bedel
Milo Benningfield
Bienvenue Wealth LLC
E. Bivings
Scott Blaesing
Justin Bowersock
Michael Brady
Lesley Brey
David Bromelkamp
Todd Brundage
Marjorie Burnett
Scott Buttfield
Kevin Byrne
John Carey
Craig Carnick
Charles Clifton
Bryan Clintsman
Patricia Conway
Joseph Curran
Helga Cuthbert
Danielle Seurkamp
Melinda Davis
Jeff De Valdivia
Detterbeck Wealth Management
Patrick Doland
Michael Donahoe
David Duttenhofer
John Ellison
Rick Epple
James Evans
Dorie Fain
Richard Feight
David Fernandez
William Feus
Fidelity Charitable DAF
Financial Life Designs LLC
James Fletcher
Scott Floersheim
Foresight Capital Management
David Foster
Foundation for Financial Planning (FFP)
Johanna Fox Turner
Michael Garry
Gary D Ewing & Sophit Lee Family Fund
Gasber Financial Advisors, Inc.
Laurie Girsky
Edward Gjertsen
Alan Goodstein
Isaac Gregory
Ken Gross
Jalene Hahn
Brenton Harrison
Hawkes Wealth Management Inc.
James Hemphill
Cindi Hill
Derieck Hodges
David Hofstad
Viivian Holzer
Michael Joyce
Steven Kane
Martha & John Jr. Kapouch
Bernie Kiely
Kendall King
James Kinney
Kelly Klingaman
Brenda Knox
Kulig Family Charitable Fund
Lee Financial Corporation LFC
Irene Leech
Lighthouse Financial Planning
Gary Link
John Henry Low
Therese Martin
Mary Malgoire & Beatrice Birman Fund
David McCary
Jeffrey McClarren
McGovern Financial Advisors, LLC
Scott McLeod
Peter Melsness
Deborah Meyer
James Milne
Robert Morrison
Allan Moskowitz
Lynne Nahigyan
David Nash
Scott Neal
Michelle Neiswender
Jeffrey Nielson
Kathryn Norris
David Otto
Charles Parker
Partners in Financial Planning
James Pearman
Valerie Peck
Pivot Point Advisors, LLC
Portland Financial Planning Group
J. David Principe
Jason and Elaine Ramage
John Rathnam
Mark Rekow
River Family Advisors LLC
Ronald Roge
Thomas Rogers
Sonya Saskin
Julie Schatz
Margery and Eugene Schiller
Perry Seiffert
Gabriel Shahin
Rick Shapiro
John Shea
Lydia Sheckels
Mike Skolnick
Roberta Jean Smith
Colleen Soares
Melvin Spain
Ryan Spanier
Steven Stanganelli
Joseph Stemmle
Morgan Stone
William Suplee
Steven Thalheimer
Rebecca Thompson
Darlene Tydlaska
Steven Underriter
Van Scoyk Family Foundation
Ronald Van Surksum
Evor Vattuone
Robert Walsh
Jeffrey Waters
Waterstone Wealth Advisors, LLC
Keith Weiss
John Wenzel
Greg Will
Donna Wood
Summer Xia
Steven Zimmerman

  • Donors listed contributed in the fiscal year of September 1, 2020 – August 31, 2021.

 

 

 

Terms/Conditions
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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; foundation@napfa.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: foundation@napfa.org. Thank you.

Questions: Please contact Rob Harkey, NCEF Foundation Program Coordinator at 847-483-5400 ext.106 or at harkeyr@napfa.org

FOUNDATION OFFICE

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

 

PARENT ORGANIZATION
NAPFA.org