EIN 46-1828380

The Charitable Estate Planning Institute

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
Year formed
2015
Most recent tax filings
2024-11-01
NTEE code, primary
Description
The Charitable Estate Planning Institute hosts an annual 3-day educational seminar in Nashville, TN that provides an intensive curriculum of charitable planning techniques within the context of tax and estate planning laws. The programs offered have received MCLE accreditations from state bar and fundraising associations.
Also known as...
Gift Planning Institute
Total revenues
$101,720
2024
Total expenses
$75,990
2024
Total assets
$32,337
2024
Num. employees
n/a

Financials for The Charitable Estate Planning Institute

RevenuesFYE 11/2024
Total grants, contributions, etc.$0
Program services$101,720
Membership dues$0
Investment income and dividends$0
Net gain from sale of non-inventory assets$0
Net income from gaming activities and fundraising events, combined$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$101,720

Form 990s for The Charitable Estate Planning Institute

Fiscal year endingDate received by IRSFormPDF link
2024-112025-01-17990EZView PDF
2023-112024-02-07990EZView PDF
2022-112023-04-12990EZView PDF
2018-112019-04-16990EZView PDF
Data update history
June 5, 2024
Posted financials
Added Form 990EZ for fiscal year 2023
May 22, 2024
Updated personnel
Identified 2 new personnel
June 16, 2023
Posted financials
Added Form 990EZ for fiscal year 2022
June 14, 2023
Updated personnel
Identified 3 new personnel
February 1, 2022
Posted financials
Added Form 990N for fiscal year 2021
Nonprofit Types
Grantmaking organizationsCrime and legal aid organizationsLegal service nonprofitsCharities
Issues
Human servicesCommunity improvementCrime and lawLegal services
Characteristics
Partially liquidatedTax deductible donationsNo full-time employeesAccepts online donations
General information
Address
112 Westwood Pl 250
Brentwood, TN 37027
Metro area
Nashville-Davidson--Murfreesboro--Franklin, TN
County
Williamson County, TN
Website URL
ceplanninginstitute.org/ 
IRS details
EIN
46-1828380
Fiscal year end
November
Taxreturn type
Form 990-EZ
Year formed
2015
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
I80: Legal Services
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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