Partnering with Advisors to Inspire Generosity and Enrich Client Relationships
We’re here to support financial advisors who want to take a more holistic approach to wealth planning—one that integrates generosity and purpose. By helping your clients discover the joy and impact of giving, you not only provide deeper value, but also cultivate a practice with greater meaning, stronger client loyalty, and a charitable-minded culture.
How We Can Help
Our team will partner with you to create customized materials and messaging that highlight the strategic and spiritual benefits of generosity—perfect for client presentations and prospect meetings.
We’ll also walk alongside you and your clients to explore tax-wise, impactful giving strategies, including:
- NCF Giving Fund (Donor-Advised Fund): Clients can give, grow, and grant from a single charitable fund. Assets can be invested—and advisors may continue managing the fund once it exceeds a certain threshold. It’s a powerful, flexible tool for long-term charitable planning.
- Non-Cash Giving (Asset-Based Contributions): From appreciated securities and business interests to real estate and intellectual property, we’ll help you and your clients navigate how to maximize giving while minimizing tax burden.
- Lunch & Learn Events: We offer presentations on the latest charitable strategies for both advisors and their clients. For advisors, these sessions may qualify for CFP® or CKA® continuing education credit.
- Journeys of Generosity (JOGs): A unique, small-group experience that sparks deep conversations about biblical generosity—hosted by you and facilitated by us. No solicitations, just stories, reflection, and transformation.
Ready to deepen client relationships and grow your practice through generosity?
Download our Guide for Advisors.
Photo by Wally Holden on Unsplash