The Edward Charles Foundation (ECF) Professional Advisor Council (PAC)
The Edward Charles Foundation places great emphasis on collaborating with and learning from strong, experienced, professional advisors who also agree it takes a village to help bridge the conversations,understanding,and structural insight to help high net worth clients and families achieve their philanthropic goals.
The PAC aims to create a very small community of twelve (12) top, well-healed and great bed-side-mannered professional advisors to discuss the top strategies in the philanthropy industry. The PAC will include wealth managers, lawyers of estate planning background, CPA’s, and tax exempt lawyers to ensure maximum impact and professional growth.
Invitation:
Please fill out the PAC Application and nomination form to nominate a professional advisor. Self-nominations are encouraged.
PAC meetings are quarterly for one (1) hour of time. They will start on time and end on time. At each meeting, there will be a chance to network, an informative presentation as well as housekeeping items discussed
Quarterly, Zoom or In Person
TBD
1 hour
Once selected, you will receive a calendar invite for the year. If you have topics of interest that you think are worthy, please let us know. Invitations are non-transferable.