Welcome, Estate Planning Seminar Attendees

Equipping you with tax-smart

faith forward strategies

to maximize your

clients’ giving.

Equipping you with tax-smart

Open up new horizons for heart-level conversations with strategic giving solutions from NCF. Your clients depend on you for wise strategies for their financial planning. But what about their strategy for giving?
Helping them grow on their journey of generosity is a great opportunity to deepen your relationships, grow your practice, and steward the influence God has given you.

Strategic Giving Guide for Advisors

Solutions and strategies to help your clients send more to the causes they care about.

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.

Donor Advised Funds Explained

A Giving Fund at NCF is an easy-to-create, low-cost, flexible account for charitable giving that is a popular alternative to creating a private foundation. Also known as a donor-advised fund, it’s the fastest growing charitable vehicle in America today.

Watch this 2-minute video.

Attend the NCF Inside Giving Webinars

Explore these opportunities to gain technical expertise, strengthen client relationships, and earn CFP® and CKA® credit or request a certificate of completion

More information and register HERE!

We are here to help you support your clients as they make the most of every dollar, every decision, and every opportunity.

Bob Mumford, President
NCF Northwest
Bob Lockwood, Relationship Manager
Mark Lester, Relationship Manager