{"id":3120,"date":"2025-04-03T13:02:45","date_gmt":"2025-04-03T13:02:45","guid":{"rendered":"https:\/\/www.ncfgiving.com\/michigan\/?page_id=3120"},"modified":"2026-01-27T18:30:47","modified_gmt":"2026-01-27T18:30:47","slug":"plantogive","status":"publish","type":"page","link":"https:\/\/www.ncfgiving.com\/michigan\/plantogive\/","title":{"rendered":"Charitable strategies for your clients"},"content":{"rendered":"\n

We\u2019re 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\u2019 financial strategies. <\/p>\n\n\n\n\t\t

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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.<\/p>\n\n\n\n

Gift planning attorney Rachael Watson<\/a> inspired guests to take hold of opportunities to encourage clients’ shaping their family legacies \u2013 both financial and spiritual inheritance \u2013 during the Great Wealth Transfer.<\/p>\n\n\n\n

Crossmark CEO Bob Doll<\/a> provided an economic outlook and highlighted opportunities for faith-based investing to align a clients’ portfolio with their values.<\/p>\n\n\n\n

And in our final session, Nicole Newman joined wealth advisor Brendon Johnson<\/a> to discuss intergenerational generosity: challenges, opportunities, and the role advisors can play.<\/p>\n\n\n\n

Thank you to our partners Kingdom Advisors<\/a> and Crossmark Global Investments<\/a> for your support of this event. We’re grateful for the investment by our guests and speakers in building a more generous Michigan.<\/p>\n\n\n\n

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Economy and market update. Legacy and wealth transfer insights. Opportunity to earn CFP\u00ae and CKA\u00ae credit. <\/strong><\/p>\n\n\n\n

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\u2019ll network with industry peers and learn from experts in the fields of estate planning, charitable giving, and asset management.<\/p>\n\n\n\n

Designed with these professionals in mind:<\/strong><\/p>\n\n\n\n

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