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.

 

Join NACEC Today!

The National Association of Charitable Estate Counselors (NACEC pronounced “Nay-check”) is an international forum that promotes and inspires charitable giving and gift planning. We provide a professional resource for those who wish to engage others in charitable giving.

NACEC has two levels of members:

  1. 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.

  2. Philanthropic Development Officer (PDO)
    $285 per year.

Download the NACEC Membership Application here

 

Member Benefits

Click here to read the Top Benefits of joining NACEC. All financial professionals, and anyone with a heart for giving, should become a NACEC Member.

Client Testimonials

Read the testmonials from a few of our NACEC members and their experiences as a Philanthropic Development Officer (PDO) and PDO-RF. 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.

Search for NACEC Members

When you become a NACEC Member your name will be added to our NACEC Member Directory so that others will know that you are adept at beginning projects at National Heritage Family. This directory of NACEC members is provided merely for your convenience. Membership in NACEC is not a guarantee of a particular individual's or firm's capabilities, nor does it imply industry approval or disapproval of their practices.

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