Preparing for an upcoming client meeting?
Explore topics
We’ve gathered some of our best resources to help you prepare for giving conversations. Explore by topic for practical tools, stories, insights, and guidance.
Introducing asset giving
Get client-friendly overviews to help you introduce the idea of giving appreciated assets, including real examples from givers.
Asset giving overview (concept sheet)
Explaining gifts of specific asset types
Help clients understand the gift economics for some of the most frequent types of asset gifts.
Introducing a Giving Fund
Show clients how a Giving Fund works, compare it to other giving vehicles and consider what approach may be right for them.
Giving Fund overview (concept sheet)
Comparing Private Foundation to a DAFopens in a new tab
Giving Fund, Private Foundation – or both? (article)
Helping clients with charitable legacy
Get resources to help clients who want to extend their generosity beyond today and prepare for what comes next.
Testamentary giving overview (concept sheet)
Succession plan (concept sheet)
Charitable Gift Annuities (concept sheet)
IRA to fund a Charitable Gift Annuity (technical sheet)
Navigating wealth transfer
Guide conversations across generations and help families approach wealth and generosity with greater purpose
5 money conversations to have as a family (article)
Family wealth transition (article)
Building a generous family (article)
Considering NCF investment options
Use these tools for exploring NCF’s charitable investment options and how they fit with clients’ giving goals
Asset Giving University: Transform how you engage donors
Preparing for an upcoming donor meeting?
Monetizing your gift: How distributions are processed
Making your gift: Securing your deduction