Kathryn Roebuck Holding, J.D.
Director of DevelopmentEmail
As a trusted professional advisor, you play an essential role in helping your clients achieve their charitable goals. At the NCCF, we can help you help your clients simplify their giving and maximize their charitable impact. We work with attorneys and accountants, wealth managers and financial advisors to craft customized, flexible giving strategies for their clients. These strategies help your clients maximize tax benefits, reduce administrative burdens, leave legacies and make a meaningful difference with their giving.
As neutral experts in philanthropy, NCCF has earned the trust of professional advisors across the state. You remain in control of the client relationship, while we help you by:
You are in a position to help your clients realize their goals just by listening for giving opportunities, explaining options and suggesting solutions. The best opportunities for giving often occur when they are considering options and making decisions related to:
To determine your clients' interest in charitable giving, you might start with these questions.
If you are not comfortable raising these questions, call us. We can help you devise a strategy or join you for a client meeting.