NCF Houston Advisor Resources

About NCF Houston

Here at the National Christian Foundation Houston, we are passionate about generosity. Along with our other offices from coast to coast, we offer creative solutions and tax-smart strategies to help givers give more efficiently and wisely steward all that God has entrusted to them, enabling them to make the biggest possible impact. Every day, we see hearts and lives changed through the joy of generosity. Take a look at our 2021 Houston Infographic to see the transformative impact made possible by our givers.

Below, you will find a sample of the abundant resources available to Advisors. With guides that cover everything from 2022 Charitable Giving Opportunities to Developing a Giving Strategy, we want to give you all the tools you need to empower your clients.

Solutions: Funds

Giving Fund (landing page)
Giving Fund Concept Sheet
Giving Fund Web Application
Giving Fund Print Application
IRA Charitable Rollovers With NCF (concept sheet)
Designated Fund – Application
Single-Charity Fund (concept sheet)
Single-Charity Fund – Application
Cornerstone Fund (concept sheet)
Cornerstone Fund – Application

Solutions: Non-Cash Giving, Business Interests, Real Estate, Stock & Mutual Funds

Non-Cash Giving (landing page)
Non-Cash Giving – Concept Sheet
Non-Cash Giving – Video
Using Your Business to Fund Charity (concept sheet)
Using Your Real Estate to Fund Charity (concept sheet)
Give more by giving stock (video)
Stock Giving (concept sheet)

Solutions: Charitable Giving Opportunities

2022 Charitable Giving Opportunities (Advisor Guide)
5 ways to start the Generosity Conversation

Solutions: Investments – Separately Managed Accounts

Separately Managed Accounts (concept sheet)
Separately Managed Accounts – Advisor’s Guide

Solutions: Investments – Impact Investing

Impact Investing (landing page)
Impact Investing (concept sheet)

Solutions: Investments – Quarterly Investment Report

Investment Performance Report – Q4 2021

Solutions: Supporting Organizations

Supporting Organizations (landing page)
Supporting Organizations (concept sheet)

Solutions: Charitable Gift Annuity

Charitable Gift Annuity (landing page)
Charitable Gift Annuity (concept sheet)

Solutions: Grants, Causes, and International Granting

Essential Guide to NCF’s Giving Solutions (Grants – Page 15)
Grantmaking Causes
International Granting

Solutions: Giving Strategy

Giving Strategy (landing page)
Discover your Giving Strategy with NCF (video)

Solutions: Testamentary Charitable Giving

Testamentary Charitable Giving

Popular Giving Vehicles
Moving your Private Foundation to a Giving Fund

Resources: Forms and Fees

Instructions for Giving Stock, Mutual Funds, and LOI
Wire Notification Form
Investment Portfolio Recommendation Form
Advisor Authorization Form
Succession Plan
ACA Non-Cash Giving Investment Options

Resources: Essential Guide to NCF’s Giving Solutions

Essential Guide to NCF’s Giving Solutions

Resources: Webinars and Videos

Inside Giving Webinar Series
Video Archive