Advisors: Maximize your clients’ giving potential
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At NCF Michigan, we’re energized by discussing charitable giving opportunities with professional advisors. We understand that you’ve earned a trusted position with your clients based on excellent service. We are committed to supporting you with the same commitment to excellence.
From separately managed accounts to alternative investment pools and educational webinars, we offer a variety of resources for advisors. Our Plan to Give conference provides the opportunity to earn continuing education credit on topics relating to maximizing your clients’ charitable giving. NCF also holds virtual webinars specifically tailored for professional advisors three times a year.
Across the state of Michigan, we also host events that can help your clients engage their family in money conversations, discern where God may be calling them to give, and help them find like-minded givers. Accompanying your client to one of our gatherings to learn the basics of donor-advised funds can be a great first step. One of our VPs would also be happy to host a lunch and learn inside your office for your team to discuss a topic in more detail.
Meeting a clients’ charitable goals includes a variety of professionals, including financial advisors and planners, wealth managers, CPAs, private bankers, estate planning attorneys, trust officers, family office partners, and investment managers.
We’d welcome the opportunity to discuss how NCF can play a key role in your clients’ effective, tax-savvy, and God-honoring charitable giving.