Qualified Charitable Distribution

Tips for Professional Advisors Serving Clients who Love Local

Your charitably-minded clients certainly have no shortage of options for their philanthropic dollars. Many clients support favorite charities across the country, including alma maters, organizations in the communities where they’ve lived in the past or have a second home, or charities in communities where their grown children are now living. 

Many clients, though, are also deeply committed to the local community where they’re living now, where they’ve raised their children, and where they’ve built a business. That’s why it’s helpful to remind clients that they can reach out to NCCF when they want to make sure their dollars are making the biggest difference possible, right here in our community.