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.
NACEC Member Benefits
Join one of the leading organizations that supports charitable giving as an integral part of estate planning. Gain insight and inspiration from hundreds of other members nationwide who share the common goal of increasing charitable giving among all people. Click here to download the NACEC Application.
The National Association of Charitable Estate Counselors also offers incentives to you as a Philanthropic Development Officer in all of the National Heritage Family's programs and services.
NACEC has two levels of members:
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Philanthropic Development Officer - Regency Forum (PDO-RF)
$1,000 per year (with a $50,000 cap)
The PDO-RF contributions are placed in endowment, and the Regency status is attained when the total reaches $50,000. Their Regency status is then permanent; no additional NACEC dues are necessary. Both classes of members may set up and service Foundations and Programs among the National Heritage Family. - Philanthropic Development Officer (PDO)
$285 per year.
Click here to download the NACEC Application. With this membership, you also receive:
FREE Procedural Manual
- Volume 1: The Coming Charitable Revolution, which outlines a framework for a strong charitable sector;
- Volume 2: To Give is To Live, which tells why we are trying to encourage philanthropy all over the world. It includes overviews of our existing foundations, and the charities to which many donate.
When your NACEC Application is accepted, you will receive a procedural manual which contains the forms and procedures that are required to manage the programs you administer for us. With this manual you will become adept at learning how to assist others in establishing charitable giving programs at the National Heritage Family.
FREE Subscription to NACEC Newsletters
This quarterly publication will teach you innovative techniques for becoming a Charitable Entrepreneur. You'll learn vital information that can help you charitably plan for yourself and your prospects/clients. NACEC News also contains "Project Spotlights" that highlight the activities of various charitable projects within the National Heritage Family. Click here to view recently published NACEC Newsletters.
FREE Publications and Personalized Material
Each Philanthropic Development Officer, Regency Forum (PDO-RF) will receive personalized materials. Each PDO-RF will receive free NHFamily Portfolios each year that are tailored with your contact information.
Priority Handling of Project Applications
When you advise your clients to begin a Family Foundation at NHF, or a charitable project at CDP, or an independent charity with management services from Charity Admin, Inc., your application will be given special Priority Handling, which will allow your clients to begin their charitable work sooner.
Investment Portfolio Management
If you are a Registered Investment Advisor, you may register to assist in the management of the investment funds in the Family Foundations of your clients.
Grow Your Family Foundation at NHF
When you advise others to begin a Family Foundation at NHF, or a charitable project at CDP, we will place a percentage of our fee into your Family Foundation at NHF. With those funds, you may make recommendations of donations to the charities that are close to your heart.