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    Estate Planning Advisory Council

    The Office of Planned Giving meets at least biannually with our Estate Planning Advisory Council (EPAC) to share information about the University and learn about industry trends that may impact philanthropy. EPAC is an extensive network of estate attorneys, accountants, financial planners, insurance executives, and other professionals.

    To learn more, please contact Charles Miller in the Office of Planned Giving at cmm38@case.edu or 216.368.8640.

    The information provided by the Office of Planned Giving on this website is intended to provide general information that may be helpful to you in your charitable, financial and estate planning. It is not intended and should not be taken as legal, tax or other professional advice. Figures, calculations, and tax information are based on federal tax laws, regulations, rulings, and rates applicable at the time the information was prepared and are for illustration purposes only. Individual state laws may affect the availability of gift annuities. You should always consult with an attorney, accountant or other professional advisor for advice or assistance with your particular financial situation.