Resources for advisors
You have a profound opportunity to help your clients navigate one of the most influential areas of their lives: charitable giving. Beyond securing a tax deduction, Christian givers want to be strategic and faithful stewards as they give from the resources God has entrusted to them. So, as they integrate their faith and finances, they need the right tools and an approach that incorporates their vision, passions, relationships, and areas of influence.
Our NCF Georgia team is here to help you turn generous dreams into powerful realities. Here are a few ways we come alongside advisors with tailored solutions to help them reach their clients’ giving goals.
Strategic fund review
This review provides a five-year overview of your client’s giving. When used as part of your client meetings, the Strategic Fund Review can help to guide conversations about purpose, passion, and legacy.
Email georgia@ncfgiving.com for details.
Request a speaker
Let us host a lunch and learn about the power of non-cash gifts, Next Gen stewardship, or strategic giving. Learn how to unlock more giving for your clients with support from our in-house team of charitable professionals.
Email georgia@ncfgiving.com for details.
Developing the Advisor’s Heart cohort
Beginning in 2026, our team is partnering with our friends at the Center for Financial Discipleship to offer a monthly virtual gathering to explore the heart issues shaping how we view and handle money.