Need assistance with complex gifts?
Become a Preferred Partner
in Charitable Gift
Planning
Charitable Trust Design
〰️
CRUT Specialists
〰️
Charitable Trust Design 〰️ CRUT Specialists 〰️
We are the Premier Strategic Partner
for NCF teams across the country
As specialists in structuring complex gifts, we offer expertise in comprehensive charitable planning solutions that may reduce or even completely eliminate capital gains taxes. As your back-office service fulfillment partner, we help you review, compare and design a giving strategy to meet your clients' philanthropic aspirations.
Why Become a Preferred Partner?
Your high-capacity donors who give thousands of dollars to charity each year seek more than just wealth management—they want faith-aligned tax strategies that allow them to give generously with efficiency. We provide the charitable planning expertise you need to complement your charitable giving services.
Retain & Protect Assets
Keep funds under your management while offering tax favorable alternatives through sophisticated charitable solutions. Our faith centric Donor-Advised Funds and Charitable Trusts are specially designed to support Christian values, and complement your existing services.
Deepen Donor Relationships
Position yourself as a valued advisor who understands both wealth preservation and Christian legacy planning. Our solutions help you be seen as an expert guide to facilitate meaningful conversations about multigenerational impact.
Access Turnkey Solutions
Leverage our expertise in charitable planning without building internal infrastructure. When you become a Preferred Partner, we handle all back-office operations, compliance, and fund administration, and white-label it to you, prepared specifically for your office.
Explore Preferred Partner Solutions
STRATEGIC GIFT PLANNING and ASSET CONVERSION
ANNUAL MANNA FUND - Qualified Charitable Distributions (QCDs), or yearly IRA Charitable Rollovers
Tax-efficient liquidation of appreciated securities
Creative real estate and business interest solutions
Complex asset acceptance and conversion
Charitable Gift and Estate Planning integrated into your practice
Client relationship services that donors appreciate
Provides for family and charity
Generate lifetime income for clients
Avoid capital gains on appreciated assets
Optimize Tax free estate transfers to family
Explore avenues for substantial deductions to reduce income/estate taxes
Full Trustee services, administration and compliance
Receive Expert Support for Your Complex Proposals
Dedicated Partner Relations Team
Direct access to charitable planning specialists: Access our team of dedicated charitable experts who help you create tailored solutions that align your faith-driven donors' goals with current giving strategies..
Case design and solution modeling: Transform complex giving scenarios into clear strategies through our customized modeling that shows your donors their optimal path forward.
Polished marketing materials: Present professionally designed materials for your charitably-inclined donor, reinforcing your role as their trusted guide in kingdom-focused giving.
Client proposals illustrating tax and giving impact: Demonstrate your value through compelling proposals that clearly illustrate both tax savings and kingdom impact.
Seamless Implementation
Streamlined documentation process: Focus on serving your donors while we handle the details with our efficient, advisor-friendly documentation system.
Efficient fund setup and administration: Move quickly from planning to impact with our streamlined setup process that respects both you and your donors' time.
Comprehensive client onboarding on request: Provide your donors with a white-glove experience through our thorough yet efficient onboarding process.
Philanthropic portfolio reporting to revisit goals: Keep your donors engaged and excited about their giving impact through clear, compelling impact reports.
Professional Development
Advanced charitable planning workshops and trainings: Stay at the forefront of charitable planning through our specialized training designed for our faith-driven partners.
Online resource library: Access best-in-class resources 24/7 through our Generosity Learning Center—a comprehensive online library of videos, handouts and templates to help educate your donors.
Practice development tools, widgets and PDFs: Grow your donor base with our proven calculators, guides and other tools that help you attract, inform and serve more kingdom-minded donors.
CHECK OUT THE RESOURCES PAGE NOW TO PREVIEW A SELECTION OF WHAT’S AVAILABLE
Have a complex case in the works? Try us out…
Schedule a consultation to ask questions and review different scenarios to stretch giving dollars while protecting assets for heirs and charity.
If you have a specific situation, we’re happy to offer our insights based on your actual or estimated numbers, and give you a sample client proposal.
Strategic Gift Questionnaire
Complete this short Q&A session with your donor to find the best tax saving strategies for their giving. It’s a perfect way to start a meaningful conversation and design a gift strategy that saves taxes while advancing their causes.
Share this link with your donor and start the conversation:
Featured Funds: Perfect Starters for your Giving Journey
-
![]()
CHARITABLE TRUSTS
Securely care for family, charities, and future generations with custom solutions designed just for you.
-
![]()
MANNA FUND [QCD]
Triple Tax Savings in Retirement through IRA Rollovers. Access up to $222,000 annually, starting in 2026.
-
![]()
DONOR ADVISED FUND
Fast. Flexible, Versatile, Unlimited. Give now, direct funds later, and realize full tax benefits immediately
