Skip to main content

“As I’ve said before, and will say again, your thoughtful, practical advice, coupled with your experience, lends a lot to the estate planning process, particularly for an estate of John’s size and complexity.

I really do appreciate your participation in this: I’m sure it will help make a good plan which is feasible, and does what he wants to do.”

- Bismarck attorney, 2018

 

For Professional Advisors

Developing a charitable plan that takes into account your client’s financial and charitable needs is no small task. Professional advisors of all kinds – attorneys, accountants, estate planners, and others – play a vital role in helping grow philanthropy. We want to be a resource for you as well as a philanthropic partner for your clients.

We work as your partner. You stay in control of your client relationships. We’re here to help you provide a full range of services to your clients.

As a public charity, we offer maximum federal and state tax benefits. We can tailor giving plans to meet your clients’ particular needs, and starting a fund at a community foundation is easier and significantly less expensive than starting a private foundation.

Our staff has deep knowledge about this community. We can help your clients be as effective as possible in their giving. We help your clients donate a variety of assets, from cash and appreciated stocks to real estate and more complicated assets. We can accept these assets as a gift during your client's life or as part of an estate plan.

We have an outstanding reputation for integrity and service to donors. Our staff is skilled in working to accomplish multi-faceted objectives and solve complex gift situations. We value confidentiality and can offer anonymity according to the donor's wishes. We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving.

For more information on types of charitable-giving techniques, examples of how other donors structured their gifts to NDCF, and access to planned giving calculators, visit our Planned Giving page.

If you have any questions about how to discuss philanthropy with a client, the types of charitable giving vehicles that make the most sense for a particular donor, or to get some input on a structuring an estate plan to include a charitable gift, please feel free to call Kevin at 701-222-8349.

Articles that may be of interest to Professional Advisors:

The NOT So Simple Charitable Bequest - published in The Gavel (State Bar Association of ND publication), Spring 2022

Planned Gifts as Part of your Client's Financial, Estate, and Giving Plans - published in The Gavel (State Bar Association of ND publication), Summer 2019