Empowering 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 Heartland 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.

Book a speaker for your firm’s next meeting

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.

Host a webinar watch party

NCF’s Inside Giving webinar series offers advisors the opportunity to gain technical expertise, strengthen client relationships, and earn CFP<sup>®</sup> and CKA<sup>®</sup> credit. Three times a year, our experienced gift planners share timely insights to help advisors guide meaningful conversations with their clients about generosity. Let us help you host a watch party for your firm, bringing in a live speaker to lead the one-hour session and the Q&A.

Request a Strategic Fund Review (SFR) for your client

This document provides a lifetime snapshot and five-year analysis of your client’s giving. When used as part of your client meetings, the SFR can help to guide conversations about purpose, passion, and legacy.

Request an end-of-year charitable gift planning webinar

Do you or your clients have questions about charitable impacts of year-end giving? Our team is available to host a 30-60 minute webinar session to review available opportunities and giving deadlines.