Professional advisors

Maximize your clients’ giving potential

Equipping you with tax-smart, faith-forward strategies

Empowering advisors since 1982

For more than four decades, NCF has come alongside advisors as they guide Christian clients through the complexities of tax-smart, faithful giving. Our technical and biblical depth, expansive network, and creative giving solutions empower you to deliver even more value to your clients – helping them make the most of their giving.

Increased giving expertise

Unlock more giving for your clients with support from our in-house team of charitable professionals and advisor education opportunities.

Enhanced strategy

Design a plan for your clients’ giving tailored to their unique capacity using innovative and biblically informed giving strategies.

Stronger client relationships

Engage clients in deeper dialogue on giving with relevant, practical, and well-informed resources – strengthening your role as a trusted advisor.

Giving Fund

A Giving Fund (donor-advised fund) is a simple alternative to a private foundation for your clients. They make gifts into the fund, invest the balance for growth (including separately managed options), and then go online to recommend grants to charities.

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Be more strategic with asset-based giving

With decades of collective experience and a history of navigating complex transactions, our in-house team of 30+ professionals brings insight and practical wisdom. We can help you guide your clients through even the most unique giving opportunities and often help them give significantly more from assets they may already have, like the ones listed below.

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Collaborating for kingdom purposes

When financial advisors work with NCF, they discover tax-smart solutions to help their clients give more. Our collaboration with New Mexico advisor Brian Cochran has empowered him to facilitate more than $50 million in kingdom-focused client giving. Combining his expertise with NCF’s charitable solutions helped him transform traditional financial planning into opportunities for generous giving and deeper client relationships.

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Turn your clients’ generous dreams into realities.

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