Watch the video and see how the American Cancer Society is fulfilling its mission to save lives, celebrate lives and lead the fight for a world without cancer.
Advisor Spotlight
For some people, it’s a job. For others, it’s an opportunity to infuse their day-to-day tasks with a passion to help. From this passion, we recognize advisors who encourage and present philanthropic opportunities to clients who are planning their estates and intend to support the fight against cancer.
2021 award recipient Thomas E. Herr
Thomas E. Herr, JD
American Cancer Society National Professional Advisor of the Year
Thomas E. Herr is a third-generation lawyer and partner at Dunn Law Firm in Bloomington and the Law Offices of Herr & Herr in Pontiac, Illinois. He represents multiple generations of families and businesses throughout the state of Illinois. His goal is to simplify sophisticated estate, tax, real estate, and transactional concepts, educate clients, and formulate plans and strategies for tax savings and wealth transfer. For many years, Tom has supported the American Cancer Society’s planned giving program by advising clients of charitable planning options, securing over $3 million in future gifts for the organization. He incorporates charitable giving into every client conversation. His father, grandmother, mother-in-law, and countless other relatives, friends, and clients have been impacted by cancer and have benefited from the many research programs and services provided by the American Cancer Society (ACS). “I am privileged to be able to use my knowledge and experience to assist my clients in their charitable pursuits,” says Tom. “There is no part of my law practice that is more rewarding.” In addition, he is a member of the American Cancer Society’s National Professional Advisor Network and serves on the ACS National Gift Planning Advisory Council.
2021 award recipient Charles J. McLucas Jr., his fiancée Barb Benear, and Gail Robson, senior director, Gift Planning, American Cancer Society
Charles J. (Chuck) McLucas, Jr., CPA, PFS, AEP
American Cancer Society National Professional Advisor of the Year
Charles J. McLucas Jr., or Chuck as he is known to colleagues, is president of Charitable Trust Administrators Inc. in San Clemente, California, which he founded in 1995. Chuck’s business centers around the establishment and management of charitable trusts and accounting for high-net-worth clients. Chuck has been an instructor on charitable remainder trusts for the Certified Specialist in Planned Giving (CSPG) program designation at the American Institute for Philanthropic Studies at California State University in Long Beach since the 1980s. He is an active member of the National Association of Charitable Gift Planners and a two-term member of the American Cancer Society’s Nationwide Gift Planning Advisor Council. The American Cancer Society (ACS) has a special place in Chuck’s heart because he lost his brother and his mother to cancer. “Chuck has been an invaluable asset to the American Cancer Society’s planned giving department since 2005,” says Gail Robson, ACS senior director of Gift Planning. “It’s rare when someone takes their own personal experience and uses it to help others and organizations that make a difference in the world.”
Events for NPAN Members
Network and enhance your relationships with your fellow NPAN members at events around the US.
Webinar - Planning in an uncertain tax environment
April 4, 2022 Noon-1 p.m. EST
Description: 2021 was an uncertain year for tax and financial planning. This webinar will look at the major developments in the past year, and how to plan for the changing environment. Emphasis will be on legislative developments, as well as tax cases and IRS pronouncements.
Attendees will learn:
- 2021 legislative developments and how the new laws affect planning and life insurance solutions
- Estate tax planning – Is it alive or dead?
- Is capital gains planning the new estate planning?
- Tax proposals for 2022
Presenter: Thomas F. Commito, JD, LLM, CLU, ChFC, AEP (distinguished)
Register here
Events in your Community
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The Impact Donations Make
Multiple Myeloma Survivor Rides for Hope
Jim Bond knows he’s blessed to be alive. 25 years ago he was diagnosed with multiple myeloma, an incurable cancer that starts in the bone marrow. Jim started treatment of an experimental drug funded by the American Cancer Society and was in remission within two weeks. Discover why Jim’s doctor calls him a ‘walking miracle’.
Tools And Documents
We have trusted resources for you and your clients to provide the best opportunities for charitable planning.