Empower Wealth Strategies with Philanthropy
At NCF, we understand that charitable giving isn’t just about generosity — it’s about strategy. For nearly 40 years, we’ve partnered with wealth advisors to integrate philanthropy into long-term financial planning, helping clients align their wealth with their values. Together, we make giving simple, tax-efficient, and impactful.
Why Partner with NCF as a Wealth Advisor
- Strengthen Client Relationships: Add meaningful value by aligning wealth management with philanthropic goals.
- Retain Assets Under Management: Gain another wealth management tool while retaining control of assets under management Flexible.
- Giving Options: From donor-advised funds to tailored charitable solutions, we integrate giving into your clients’ broader strategy.
- Tax-Smart Guidance: We’ll help you maximize the benefits of charitable contributions.
- Trusted Expertise: Backed by our Philanthropic Advisory Council (PAC) and nearly four decades of local experience.
