Resources for Advisors

Expand the conversation:

  • NCE partners with advisors to help them:

  • Introduce tax-efficient charitable planning.

  • Achieve maximum impact of charitable donations.

  • NCE is wholly neutral and independent in terms of both investment options and grant-making:

  • Our independence allows a donor’s advisor to retain and direct the management of their clients’ donated assets.

  • We are not the charitable branch of a financial services company. Therefore, advisors are not forced to choose investments from a “family of funds” for their clients.

For Advisors

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