Advisors help clients “Plan to Give”

Grand Rapids, MI - September 2025

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 Investmentsopens in a new tab and Kingdom Advisorsopens in a new tab.

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. 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 Dollopens in a new tab 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 Johnsonopens in a new tab to discuss intergenerational generosity: challenges, opportunities, and the role advisors can play.

Learn more about ways NCF supports professional advisors by contacting michigan@ncfgiving.comopens in a new tab.