Charitable strategies for your clients
We’re so grateful for the attendees of our inaugural Plan to Give conference, proudly hosted by National Christian Foundation Michigan and presented by Crossmark Global Investments and Kingdom Advisors. This free, educational event was designed for financial, tax, and legal professionals in the West Michigan region. Our gathering featured insights from nationally renowned speakers and techniques to incorporate innovative charitable planning into your clients’ financial strategies.
We felt extremely blessed to welcome advisors to this gathering Grand Rapids. Together we enjoyed meeting likeminded professionals across many disciplines and discussing strategies to help generous clients make the most of all that God has entrusted to them.
Gift planning attorney Rachael Watson inspired guests to take hold of opportunities to encourage clients’ shaping their family legacies – both financial and spiritual inheritance – during the Great Wealth Transfer.
Crossmark CEO Bob Doll provided an economic outlook and highlighted opportunities for faith-based investing to align a clients’ portfolio with their values.
And in our final session, Nicole Newman joined wealth advisor Brendon Johnson to discuss intergenerational generosity: challenges, opportunities, and the role advisors can play.
Thank you to our partners Kingdom Advisors and Crossmark Global Investments for your support of this event. We’re grateful for the investment by our guests and speakers in building a more generous Michigan.
Economy and market update. Legacy and wealth transfer insights. Opportunity to earn CFP® and CKA® credit.
You understand the importance of helping individuals and families make wise decisions about stewarding their wealth and leaving a generous legacy for generations to come. At this half-day event, we’ll network with industry peers and learn from experts in the fields of estate planning, charitable giving, and asset management.
Designed with these professionals in mind:
- Financial advisors
- Financial planners
- Wealth managers
- CPAs
- Private bankers
- Estate planning attorneys
- Trust officers
- Family office associates/partners
- Investment managers
Featured speakers
Robert C. Doll, CFA®
Chief Executive Officer & Chief Investment Officer, Crossmark Global Investments
KEYNOTE: Economic & investment outlook/faith-based investing
In this session, Bob will share timely insights on economic trends, inflation, and interest rates, delivered through a faith-driven lens. This conversation will help us to better understand today’s market landscape while guiding clients to align their investments with their values.
Attendees will learn:
- How to understand current economic and investment trends.
- To identify the themes and potential risks.
- What to do and watch for in the latter half of the year and into 2026.
- The basics of values-based investment opportunities.
Rachael Watson, J.D.
Gift Planning Attorney, National Christian Foundation
Legacy starts now
The largest wealth transfer in history has begun. For many clients, the ultimate “win” for effective estate planning is to achieve tax-efficient wealth transfer to support their personal and philanthropic impact goals. This session will look at current trends surrounding the great wealth transfer and share planning strategies and practice tips for professional advisors to help their clients build thriving family legacies and equip future generations for generosity.
Attendees will learn:
- How to counsel clients to plan and build thriving family legacies powered by generosity.
- How to integrate strategic charitable giving opportunities with traditional family wealth transfer plans to effectively increase funding for charitable family legacies while also reducing potential tax liabilities.
- How to enhance traditional family wealth transfer strategies, such as Irrevocable Life Insurance Trusts, Family Limited Partnerships, and Installment Sales to Intentionally Defective Grantor Trusts.
Panel: Family dynamics in generosity
NCF Michigan President Dave Johnson will lead a panel on helping clients navigate the complexities of instilling the value of generosity across generations and living out generosity in practical ways as a family. Our panel will include a local financial advisor and next-generation giver.
Attendees will learn:
- How to navigate roadblocks to conversations around multigenerational wealth transfer and giving.
- Strategies to handle difficult family dynamics when it comes to philanthropy.