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Boston Estate Planning Council Launches Partnership Program with Local Non-profit Groups
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More Than Words, Heading Home, and Invest in Girls To Receive Multi-year Support 

WAKEFIELD, MASS. March 23, 2016 -- The Boston Estate Planning Council (BEPC), a multi-disciplinary  community of over 700 estate and wealth planning professionals, has launched a program of multi-year partnerships with selected Greater Boston non-profit  organizations.  The program is one of the first offerings from BEPC's Public/Community Outreach Committee,  which is in its inaugural year. 

The initial  Nonprofit Partners, selected by vote of the BEPC membership, are:

  • More Than Words -- a social enterprise that empowers youth who are in the foster care system, court-involved,  homeless, or out of school to take charge of their lives by taking charge of a business
  • Heading Home a group whose mission is to encourage economic mobility  through a multilayered  service approach that promotes financial literacy, higher education, employment  and access to good job tracks, while simultaneously cultivating  successful attitudes and behaviors
  • Invest in Girls an initiative  that teaches high school girls financial concepts, exposes them to professional women role models, and introduces them to financial services companies and career paths in finance to empower them to become tomorrow's leaders 

"As members of the estate planning community,  we have a unique opportunity  to align our professional interests with how we give back to our community.  BEPC has chosen to partner with three organizations  that are representative of our city's excellent programs in education, college access, financial literacy and entrepreneurship,"  said Timothy McBride of Bessemer Trust, BEPC President. "Focusing on these three great organizations  for a dedicated term of partnership will help our members develop a deeper understanding of and connection to the extraordinary work being done in our community." 

Features of the Partnership program include:

  • Promoting the three Partners at all BEPC events, and inviting  each Nonprofit Partner to attend and/or speak at selected BEPC events
  • Having an in-person presence from each Partner organization at BEPC’s spring Gala event on May 26
  • Dedicating particular visibility  to each Partner at a BEPC event this coming fall
  • Developing and carrying out specific support activities tailored to the needs of each Partner
  • Donating the majority of BEPC’s charitable dollars throughout  the partnership period to the three Nonprofit Partners, sharing equally among them 

Additionally, through the Public/Community  Outreach Committee, BEPC members are being encouraged to seek out volunteer opportunities  within the three Partner organizations,  and to establish individual  personal relationships  with organization  leaders. The Committee will also assist BEPC members in working with clients to help them achieve effective strategic charitable giving.


About BEPC

The Boston Estate Planning Council (BEPC) is a multi-disciplinary  community of over 700 estate and wealth planning professionals.  The Council provides educational programs and networking opportunities  to help its members build and strengthen relationships,  learn about ideas and strategies, and share thought leadership.


The Boston Estate Planning Council is one of the oldest and largest interdisciplinary estate planning councils in the country, tracing its roots back to 1930. The Council is an active affiliate of the National Association of Estate Planners & Councils (NAEPC). More information is available at