National Association of Estate Planners & Councils Annual Conference Local Council Web Site Program Bruce Newburger NAEPC Webmaster Leila F. Schumacher New Orleans EPC Robert P. Goodman NAEPC Director Web Committee Chair

National Association of Estate Planners & Councils Annual Conference News  Completion of our fourth year of support of and enhancements to web program  Support for online credit card payment processing for event RSVP  Enhanced calendar features  Enhanced membership directory features

National Association of Estate Planners & Councils Annual Conference Participating Councils

National Association of Estate Planners & Councils Annual Conference Program Levels  Options for council administrators: –Link to external site –Level 1: Splash Page (donated by NAEPC) –Level 2: Standard Site ($800/year) –Level 3: Deluxe Site ($1,200/year) –Level 4: w/Pay. Processing ($1,600/yr)  Program offers significant cost-savings when compared to building your own site, or handling all business off-line. –NOEPC had previous “community” site

National Association of Estate Planners & Councils Annual Conference Review of Features/Benefits  Membership Directory –Can be password protected –Allows printing with sorting options –New! Up to 4 disciplines per member –NOEPC saves $500/year in printing.NOEPC  Broadcast Messages –Via or fax, as users prefer –Ideal for event invites, RSVP link (level 3) –NOEPC sends 3-4 messages per year

National Association of Estate Planners & Councils Annual Conference Review of Features/Benefits  Membership Signups –Options for online or download forms –NOEPC refers new prospects to siteNOEPC  Document Library –Bylaws, speaker notes, minutes, events –NOEPC uses for speakers, dues noticeNOEPC

National Association of Estate Planners & Councils Annual Conference Review of Features/Benefits  Patrons listings –Home page, top of page or patrons pagepatrons page  List of links –NOEPC links to state and federal sitesNOEPC  Interactive Calendar –New! Now displays archive of past events –NOEPC lists eventsNOEPC

National Association of Estate Planners & Councils Annual Conference Review of Features/Benefits  Your own domain name – –  Site edits done via web-based content management system –User manual –Telephone support –NOEPC: Safety of remote hosting of critical data

National Association of Estate Planners & Councils Annual Conference Advanced Features  Event RSVP (Level 3 only) –Members or guests can RSVP via website or broadcast s –Payment methods: check, credit card, pre-paid, pay-at-the-door –Up to 16 individual price categories –Secure form protects data entry

National Association of Estate Planners & Councils Annual Conference Advanced Features  Payment Processing (Level 4 only) –Interfaces with existing merchant account –Highest level of security, confidentiality –Eliminates having to “run credit cards” –Dallas EPC uses Event RSVP, payment processingDallas EPC

National Association of Estate Planners & Councils Annual Conference Program Benefits  Organized way to keep track of members  Provides members with access to directory, events, contacts, reducing call volume to administrator  Eliminates need to print and distribute member directory  Reduces costs to communicate with all members at once

National Association of Estate Planners & Councils Annual Conference More Program Benefits  Event RSVP delivers complete information. No need to call members back.  Increase event participation  Easy to administer, or transfer to new administrators each year  National staff working to improve and add features each year

National Association of Estate Planners & Councils Annual Conference Riding out the storm with Leila  Hurricane hits August 29, 2005  September EPC meeting cancelled  November EPC meeting moved to a new location  Broadcast used to announce  Member directory tracks members

National Association of Estate Planners & Councils Annual Conference Features Under Development  Easier editing of council officers, rotation  Membership renewal with payment  Council member benefits page  Calendar entries to include optional photo  Different points of contact for event RSVP, membership, information

National Association of Estate Planners & Councils Annual Conference National Website Highlights  AEP search by zip code  AEP search available directly at: –  Launched online testing for EPLS accreditation  Launched publicationwww.naepcjournal.org  ListServe for council leadership

National Association of Estate Planners & Councils Annual Conference Web Site Support Contacts  First contact is NAEPC staff at:  You may hear back from Bruce Newburger:  Bruce available for appointments Wednesday and Thursday