For Financial Adivsors
For more than 30 years, NCF has partnered with financial advisors to make the most out of their clients’ charitable giving while driving positive impact for causes closest to their heart. When you partner with us, it’s a win-win for you and your clients. You’ll both have access to our essential resources and knowledgeable staff, helping you to manage clients’ portfolios and boost their philanthropic footprint.
Here’s how it works:
STEP 1
Open a Fund
Help your client open a donor-advised fund, scholarship, or endowment with NCF to manage their charitable assets and align with their giving goals.
STEP 2
Connect with Us
Tap into expert guidance from our Philanthropic Advisory Council on tax strategy, investments, and grantmaking.
STEP 3
Simplify Giving
Clients can easily request grants online, by phone, or email—our Donor Services team ensures smooth, timely processing every step of the way.
Financial advisors’ toolkit
Donor-Advised Funds
Types of Assets to Gift
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Finding the right philanthropic clients
As a financial advisor, it’s important to find the right type of clients—ones who are perfectly primed for a donor-advised fund.
We often work with clients who are:
Legacy Builders
Clients who aspire to create a lasting, meaningful legacy for future generations through charitable giving
Growth Seekers
Clients who want to grow their charitable contributions tax-free over time to amplify philanthropic impact
Busy
Clients with busy lives who prefer someone else to manage the administrative aspects of their charitable giving
Planning to Sell
Clients with plans to sell a private company – they can incorporate charitable funds into their wealth transition strategy
Life Transition Planners
Clients experiencing a significant life transition or engaging in estate planning – they want to see how charitable funds will align with their evolving financial goals
Tax-Wise Strategists
Clients seeking charitable tax deductions now while still maintaining flexibility to distribute to charitable causes in the future
Holding Assets
Clients holding appreciating assets who face high capital gains tax exposure – they can benefit from tax-efficient strategies of charitable funds
Privacy-Minded
Clients who value discretion in managing wealth and philanthropic endeavors – they can trust the confidentiality a charitable fund offers
Give the support your clients need
With NCF, you have the power to enhance your clients’ financial planning strategies and achieve their philanthropic goals. We’re here to support that journey and help navigate the complexities along the way. Together, we can help donors not only achieve their charitable vision, but also establish a meaningful legacy for future generations.
Ready to Enhance Your Client Services?
Discover how a charitable fund can be a valuable component of your client’s financial plans. Contact us today to learn more.