There’s strength in numbers.
With offices across the country and decades of leadership and innovation, NCF is comprised of some of the brightest, most passionate experts in charitable giving today. We can work with you to help your clients explore tax-efficient strategies for increased charitable giving.
More value for your clients
The individuals and families you serve will experience the joy of simplifying their giving and multiplying their impact.
Greater purpose in your practice
When you incorporate charitable giving into your work, your practice becomes a ministry.
Stronger relationships at your office
Your colleagues and employees will appreciate being part of an organization that has a charitable focus.
A Giving Fund (donor-advised fund) is a simple alternative to a private foundation for your clients. They make gifts into the Fund, invest the balance for growth (including separately managed options), and then go online to recommend grants to charities.Learn more
The power of non-cash giving
Our team at NCF specializes in helping your clients give appreciated assets such as stocks, business interests, and real estate. We receive and liquidate the asset and place the net proceeds into their Giving Fund, and then they go online to recommend grants to their favorite causes. We can accept:
Stocks, bonds, and mutual funds
Land, houses, or other properties
Ownership in closely-held businesses, LPs, LLCs, or S-Corp
Royalties, copyrights, patents, or precious metals like gold
Publicly-traded securities that may have sale restrictions
Money owed to you through loan notes
Proceeds from wills, trusts, or life insurance policies
401Ks, IRAs, or pension plans
Whole, universal, or variable
Going deeper and finding joy
After years as a professional advisor focused solely on building financial plans and investment strategies for his clients, Jeff Thomas of Archetype Wealth Partners in Houston, Texas was inspired to go deeper with his clients to help them think beyond themselves and discover the joy of giving. He works closely with NCF’s team of charitable experts to pour into the lives of givers and maximize their impact for eternity.