Professional Advisors

The National Community Foundation (NCF) works with professional advisors including estate planners, CPAs, financial planners, estate planning attorneys and other licensed professionals to offer charitable planned giving programs to their clients.

Advisors appreciate the ability to provide conservative planned giving programs which can meet their clients’ needs in ways that various financial products do not. NCF’s turnkey programs provide simplified solutions for clients who own appreciated assets such as real estate and securities, or other assets including annuities and CDs.

NCF’s Charitable Gift Annuity (CGA) and Charitable Installment Bargain Sale (CBS) provide tax benefits that typically have only been available to wealthy individuals through Charitable Remainder Trusts and other sophisticated planning strategies; however, many advisors find the NCF programs to be simpler and more cost-effective. Clients receive an immediate tax deduction as well as a partial elimination of capital gains on appreciated assets. The programs can be structured to provide immediate or deferred income payments for either 1 or 2 lives, or for a specified number of years.

To learn more about incorporating these NCF programs into your business today, simply register and enter the Advisor section of the website.

Frequently Asked Questions

How does NCF assist me in my practice when offering CGAs and CBSs to my clients?

NCF’s in-house development advisors provide back office support, case design, marketing materials and on-going consultation as cases unfold. Upon registering to become an NCF Charitable Advisor, an NCF representative will be assigned to assist you in evaluating the needs and objectives of your clients and implementing one of our programs. In addition, you will receive personalized illustrations for your clients, helping them understand the advantages of an NCF CGA or CBS.

How can I be assured that your charity is legitimate?

National Community Foundation is the development division of New Life International, a 501(c)(3) Christian nonprofit organization established in 1979. New Life International retains the independent CPA firm Joseph Decosimo and Company, PLLC, to conduct annual audits of the organization’s financial statements.
Download the most recent Financial Highlights here

Copies of the following documents are also available upon request: Audited Financial Statements, IRS Form 990 and IRS Tax-Exempt Determination Letter. For more information, contact NCF. For professional affiliations see Affiliates.

Why National Community Foundation Programs?

National Community Foundation (NCF) Programs enable individuals and families of all income levels to benefit from tax advantages that many assume are available only to the very wealthy. In reality, NCF programs are available to anyone interested in decreasing their tax burden while supplementing their retirement income, leaving a lasting financial legacy and benefiting charitable causes.

All NCF asset exchange programs provide the following features and benefits:

  • Fixed immediate or deferred lifetime income (income you will not outlive) OR
  • Fixed immediate or deferred installment payments for a specific number of years (a stream of income you can access now or later)
  • An immediate income tax deduction
  • Elimination of a portion of capital gains tax
  • Reduction or elimination of applicable estate tax
  • Reinsurance
  • No set-up fees, legal fees or annual tax filings
  • Supports charitable causes worldwide