When it comes to philanthropic decisions, high-net-worth clients rank financial advisors as one of the most trusted sources for information about charitable giving. In fact, advisors come in second only to spouses and partners, according to research by U.S. Trust.
This level of rapport can help advisors establish a stable, long-term relationship with individuals and families. Wealthy clients’ expectations for quality advice extend well beyond how charitable giving will impact their finances or taxes. They want recommendations about which specific vehicles they can use. On occasion, they’ll even ask for help selecting a cause.
Our team of charitable professionals at NCF can come alongside you with the most creative and tax-saving charitable solutions available today, so you can help clients give more strategically to the causes they care about.
With decades of leadership and innovation and more than $20 billion granted to 90,000 charities, our team is comprised of some of the country’s brightest, most passionate professionals in charitable giving today. We can work with you to help your clients reduce paperwork and hassles and potentially save on taxes so they can send more to charity than they ever thought possible.
When you connect with NCF to serve your givers, you’ll experience:
- More value for your clients – The individuals and families you serve will experience the joy of simplifying their giving and multiplying their impact.
- Greater purpose in your practice – When you incorporate charitable giving into your work, your practice becomes a ministry.
- Stronger relationships at your office – Your colleagues and employees will appreciate being part of an organization that has a charitable focus – a Giving Fund, (a donor-advised fund at NCF).
The power of non-cash giving
Our team specializes in helping your clients give appreciated assets, like stocks, business interests, and real estate. Once we receive* and liquidate the asset, the net proceeds flow to their Giving Fund. Then, they can go online to recommend grants to their favorite causes. Here are a few of the types of gifts we’ve helped turn into more money for giving:
- Appreciated securities: Stocks, bonds, and mutual funds
- Real estate: Land, houses, or other properties
- Business interests: Ownership in closely held businesses, LPs, LLCs, or S-Corp
- Personal property: Royalties, copyrights, patents, or precious metals, like gold
- Restricted securities: Publicly traded securities that may have sale restrictions
- Loan notes: Money owed to you through loan notes
- Estate gifts: Proceeds from wills, trusts, or life insurance policies
- Retirement accounts: 401Ks, IRAs, or pension plans
- Life insurance: Whole, universal, or variable
Learn more about non-cash giving, or feel free to call your local NCF office with any questions.
* Gifts may be received by NCF or one of our affiliated ministries.
