The right time is different for everyone, but if you’ve begun to dream about the generous legacy you’d like to leave, now may be that time. When you begin, you’ll be invited to explore options like naming your Giving Fund in your estate plan and creating a succession plan, so your generosity continues to support the causes you care about after you’re gone. There’s no perfect age to start. Begin when you’re ready. We’re here to walk with you through the process.

One simple way is naming your Giving Fund at NCF as a beneficiary in your estate plan. Directing a portion of your estate to a Giving Fund creates a flexible vehicle for generosity. Then, you create a succession plan for the fund, choosing how it will be distributed – to successors, your favorite charities, or the ministry of NCF. You can modify your plan any time without rewriting your estate plan, so you have clarity today and flexibility for tomorrow.

If you’ve included NCF or your Giving Fund in your estate plan, please let us know. This allows us to ensure your intentions are clearly understood and may be carried out as you envision. It’s also an opportunity to review your Giving Fund succession plan and confirm that it reflects your current plans. As things change, we’re here to help you refine the details, so your legacy remains aligned with what matters most to you.

NCF doesn’t replace your legal, tax, or financial professionals; we complement them by focusing specifically on charitable strategy and execution. Your advisors continue leading your overall estate, tax, and financial planning. We help ensure your charitable intentions are thoughtfully structured and smoothly implemented. When helpful, we’re glad to collaborate directly with your advisor team. We share your goal of a well-designed plan that is carried out with excellence.

Generosity isn’t something that happens at the end of a life. It’s part of your lifestyle now, and it can be shared. You can begin involving them today, before any estate plans are formalized. Many families find that involving children and heirs in giving strengthens relationships, builds shared values, and creates a living legacy of generosity.