{"id":54,"date":"2022-02-13T00:57:48","date_gmt":"2022-02-13T00:57:48","guid":{"rendered":"https:\/\/www.ncfgiving.com\/memphis\/?page_id=54"},"modified":"2025-06-25T18:38:16","modified_gmt":"2025-06-25T18:38:16","slug":"how-we-serve-advisors","status":"publish","type":"page","link":"https:\/\/www.ncfgiving.com\/memphis\/how-we-serve-advisors\/","title":{"rendered":"Partnering with Advisors to Inspire Generosity and Enrich Client Relationships"},"content":{"rendered":"\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"699\" src=\"https:\/\/www.ncfgiving.com\/memphis\/wp-content\/uploads\/sites\/28\/2025\/06\/wally-holden-313FaEcTB_g-unsplash-1024x699.jpg\" alt=\"\" class=\"wp-image-510\" srcset=\"https:\/\/www.ncfgiving.com\/memphis\/wp-content\/uploads\/sites\/28\/2025\/06\/wally-holden-313FaEcTB_g-unsplash-1024x699.jpg 1024w, https:\/\/www.ncfgiving.com\/memphis\/wp-content\/uploads\/sites\/28\/2025\/06\/wally-holden-313FaEcTB_g-unsplash-300x205.jpg 300w, https:\/\/www.ncfgiving.com\/memphis\/wp-content\/uploads\/sites\/28\/2025\/06\/wally-holden-313FaEcTB_g-unsplash-768x524.jpg 768w, https:\/\/www.ncfgiving.com\/memphis\/wp-content\/uploads\/sites\/28\/2025\/06\/wally-holden-313FaEcTB_g-unsplash-570x389.jpg 570w, https:\/\/www.ncfgiving.com\/memphis\/wp-content\/uploads\/sites\/28\/2025\/06\/wally-holden-313FaEcTB_g-unsplash-640x437.jpg 640w, https:\/\/www.ncfgiving.com\/memphis\/wp-content\/uploads\/sites\/28\/2025\/06\/wally-holden-313FaEcTB_g-unsplash.jpg 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>We\u2019re here to support financial advisors who want to take a more holistic approach to wealth planning\u2014one 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.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How We Can Help<\/h3>\n\n\n\n<p>Our team will partner with you to create customized materials and messaging that highlight the strategic and spiritual benefits of generosity\u2014perfect for client presentations and prospect meetings.<\/p>\n\n\n\n<p>We\u2019ll also walk alongside you and your clients to explore tax-wise, impactful giving strategies, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>NCF Giving Fund (Donor-Advised Fund):<\/strong> Clients can give, grow, and grant from a single charitable fund. Assets can be invested\u2014and advisors may continue managing the fund once it exceeds a certain threshold. It\u2019s a powerful, flexible tool for long-term charitable planning.<\/li>\n\n\n\n<li><strong>Non-Cash Giving (Asset-Based Contributions):<\/strong> From appreciated securities and business interests to real estate and intellectual property, we\u2019ll help you and your clients navigate how to maximize giving while minimizing tax burden.<\/li>\n\n\n\n<li><strong>Lunch &amp; Learn Events:<\/strong> We offer presentations on the latest charitable strategies for both advisors and their clients. For advisors, these sessions may qualify for CFP\u00ae or CKA\u00ae continuing education credit.<\/li>\n\n\n\n<li><strong>Journeys of Generosity (JOGs):<\/strong> A unique, small-group experience that sparks deep conversations about biblical generosity\u2014hosted by you and facilitated by us. No solicitations, just stories, reflection, and transformation.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<p><strong>Ready to deepen client relationships and grow your practice through generosity?<\/strong><\/p>\n\n\n\n<p><br>Download our Guide for Advisors.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.ncfgiving.com\/maximize-your-clients-giving\/\">Advisors Guide<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n\n\n\n<p>Photo by <a href=\"https:\/\/unsplash.com\/@wallyh2u\">Wally Holden<\/a> on <a href=\"https:\/\/unsplash.com\/s\/photos\/advisor?utm_source=unsplash&amp;utm_medium=referral&amp;utm_content=creditCopyText\">Unsplash<\/a><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>We\u2019re here to support financial advisors who want to take a more holistic approach to wealth planning\u2014one 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 [&hellip;]<\/p>\n","protected":false},"author":113,"featured_media":510,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-54","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.ncfgiving.com\/memphis\/wp-json\/wp\/v2\/pages\/54","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.ncfgiving.com\/memphis\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.ncfgiving.com\/memphis\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.ncfgiving.com\/memphis\/wp-json\/wp\/v2\/users\/113"}],"replies":[{"embeddable":true,"href":"https:\/\/www.ncfgiving.com\/memphis\/wp-json\/wp\/v2\/comments?post=54"}],"version-history":[{"count":5,"href":"https:\/\/www.ncfgiving.com\/memphis\/wp-json\/wp\/v2\/pages\/54\/revisions"}],"predecessor-version":[{"id":513,"href":"https:\/\/www.ncfgiving.com\/memphis\/wp-json\/wp\/v2\/pages\/54\/revisions\/513"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.ncfgiving.com\/memphis\/wp-json\/wp\/v2\/media\/510"}],"wp:attachment":[{"href":"https:\/\/www.ncfgiving.com\/memphis\/wp-json\/wp\/v2\/media?parent=54"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}