NonprofitsSouthwest Florida Estate Planning Counsel Inc

Community Improvement & Capacity Building

Southwest Florida Estate Planning Counsel Inc

SARASOTA, FL

Total revenue

$60K

Total expenses

$51K

Net assets

$78K

Grants received

EIN

650786600

Tax year

2024

Mission

1) to promote cooperation among legal, tax, financial services and charitable endowment professionals who assist clients in the estate planning process and to foster a better understanding of the responsibilities each group has to the client. 2) to provide a better understanding of the services and products that legal, tax, financial services and charitable endowment rofessionals provide, thereby enhancing the coordination among these professionals.3) to promote the interests of its members and to expand the availability of coordinated estate planning services to the general public.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$14K
Investment income
Other revenue
Total revenue$60K

Expenses

Grants paid$2K
Salaries & benefits
Fundraising
Other expenses$49K
Total expenses$51K
Total assets$78K
Net assets$78K

People

4 listed

NameRoleCompensation

ELIZABETH RABBIT STEPHEN

PRESIDENT

Board

5 hrs/wk

DAN VIGNE

VICE PRESIDENT

Board

5 hrs/wk

CHRIS FOWLER

SECRETARY

Board

5 hrs/wk

HEATHER WILLIAMS

TREASURER

Board

5 hrs/wk

Details

EIN650786600
NTEE codeS41
Subsection06
Ruling date2010-11
SOUTHWEST FLORIDA ESTATE PLANNING COUNSEL INC — Mission, Financials & Grants Received | Grantivo