Partnering with advisors to inspire generosity and enrich client relationships
Connect with our team
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™opens in a new tab (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.
- Asset giving (non-cash 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 Generosityopens in a new tab (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.