National Association of Charitable Estate Counselors
NACEC is an international organization dedicated to assisting financial and investment professionals and their clients to achieve their charitable goals through various charitable planning methods.
Client Testimonials
The following are testmonials from a few of our NACEC members and their experiences as a Philanthropic Development Officer (PDO) and PDO-Regent. Read their reflections on the value of being part of NACEC and how it has contributed to their profession and the field of charitable entrepreneurship.
Bruce R. Brittain
As a PDO, now Regent, I helped established the Joseph R. and Helen Dundee Nelson Foundation #6721 through the National Heritage Foundation. As a Certified Financial PlannerŪ, I helped them with all of their financial plans. As an investment advisor for the Nelson Foundation, I have watched the Nelson Foundation grow to over $3,250,000 today.
Rev. Margaret Jamal, Ph.D., CPhD
As a Regent, I have been able to support other organizations that I helped to obtain non-profit tax exempt status through NHF. I enjoy personal support and position as a board member with the ability to develop my own autonomy.