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
Expenses
People
4 listed
ELIZABETH RABBIT STEPHEN
PRESIDENT
—
5 hrs/wk
DAN VIGNE
VICE PRESIDENT
—
5 hrs/wk
CHRIS FOWLER
SECRETARY
—
5 hrs/wk
HEATHER WILLIAMS
TREASURER
—
5 hrs/wk