Welcome, Oregon Estate Planning Seminar Attendees!

NCF offers Tax-Smart Estate Planning and Wealth Transfer Strategies to help clients build thriving family legacies and ignite future generations for generosity.

For many clients, the ultimate “win” for effective estate planning is to achieve tax-efficient wealth transfer aimed at accomplishing their personal and philanthropic impact goals. 

Jeanne McMains, Esq – SVP Complex Gift Solutions at National Christian Foundation

By integrating strategic charitable giving opportunities into traditional family wealth transfer planning, your clients can build thriving family legacies by leveraging traditional wealth transfer plans with advanced charitable strategies to ignite future generations for generosity effectively increase funding for their charitable family legacies while also reducing potential tax liabilities.

2022 Charitable Giving Opportunities Advisors Guide

Tax-smart solutions and strategies to help your clients build thriving family legacies and ignite future generations for generosity.

Contact us to get your copy of this year’s brochure.

Testamentary Charitable Giving

Testamentary charitable giving through an NCF Giving Fund (Donor Advised Fund) allows your clients to fund their giving goals while potentially reducing their estate tax burden.

Contact us to get started today.

Inside Giving Webinar: Legacy Starts Now

The largest wealth transfer in history has begun.  Join us on February 9, 2022 as we look at current trends surrounding the great wealth transfer and share planning strategies to help your clients leverage traditional wealth transfer plans with advanced charitable strategies. Register here.

Enter Our Virtual Door Prize Drawing

Enter here for your chance to win a box of cupcakes from Portland’s Saint Cupcake Bakery.

Meet your NCF Northwest Team in Portland:

Bob Mumford, Relationship Manager

Bob Mumford
Vice President
503.969.4698
bmumford@ncfgiving.com
Alexandra Perry
Director of Giver Services
503.799.3663
aperry@ncfgiving.com

Alexandra Perry
Alexandra Perry, Director of Giver Services