For Wealth Adivsors
For more than 30 years, NCF has partnered with wealth advisors to make the most out of your 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 your clients’ portfolios and boost their philanthropic footprint.
Here’s how it works:
STEP 1
Open a Fund
Whether it’s a donor-advised fund, scholarship, or endowment, your clients can open a fund with NCF, which allows you to seamlessly manage their charitable assets and build a personalized investment strategy based on their philanthropic goals.
STEP 2
Collaborate with Us
Together with our Philanthropic Advisory Council (PAC), you’ll get the proactive insights and key recommendations to determine the most optimal investment strategies for your clients. This includes information on proper tax management and grantmaking best practices.
STEP 3
Empower Your Clients
Our financial advisor program turns grantmaking into an easy, straightforward process. Through our user-friendly online donor portal, clients can request grants from their fund to support charities they care about most. They can also submit grant requests via phone or email, and our Donor Services team will take care of the rest.
Wealth advisors’ toolkit
Donor-Advised Funds
Types of Assets to Gift
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Finding the right philanthropic clients
As a wealth 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
Those who aspire to create a lasting, meaningful legacy for future generations through charitable giving
Growth Seekers
Those who want to grow their charitable contributions tax-free over time to amplify philanthropic impact
Busy
Those with busy lives who prefer someone else to manage the administrative aspects of their charitable giving
Planning to Sell
Those with plans to sell a private company – they can incorporate charitable funds into their wealth transition strategy
Life Transition Planners
Those 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
Those seeking charitable tax deductions now while still maintaining flexibility to distribute to charitable causes in the future
Holding Assets
Those holding appreciating assets who face high capital gains tax exposure – they can benefit from tax-efficient strategies of charitable funds
Privacy-Minded
Those 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 you 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.