A Continuing Education Conference for Financial Professionals

Generosity Is a Strategy. Learn How to Lead With It.

Plan to Give is where estate planners, financial advisors, and wealth professionals across the Carolinas come together to grow — as practitioners and as people.

CONFERENCE

Three cities. One conversation that's long overdue. Whether you're deepening your expertise in complex giving vehicles, looking to connect with like-minded advisors, or simply searching for CE hours that actually feel worth your time — you found the right room.

Raleigh, NC

September 15, 2026

Charlotte, NC

September 16, 2026

Charleston, SC

September 22, 2026

More Than a Conference. A Community of Kingdom-Minded Givers.

Plan to Give is a complimentary continuing education conference hosted by NCF Carolinas — the regional home of the National Christian Foundation, the nation's largest Christian donor-advised fund provider. Each year, we bring together financial professionals from across the Carolinas for a morning of practical education, honest conversation, and real connection.

This isn't a sales pitch. It's an investment in you — and in the clients you serve. We believe advisors who understand the full landscape of charitable giving tools are better equipped to lead their clients toward decisions that create lasting Kingdom impact. So we created a room for that.

PARTNER WITH US

Why Advisors Keep Coming Back

1. CE Credit That's Actually Worth It

Earn continuing education hours across three practical, professionally led sessions — covering complex giving strategies, non-cash asset giving, real estate, business interests, and more. No fluff. No filler.

2. A Network That Shares Your Values

This isn't just a professional development event — it's a gathering of advisors who believe generosity is more than a tax strategy. Connect with peers who bring their faith into their work with the same intentionality you do.

3. Hosted. Fed. Fully Complementary.

Breakfast and lunch are on us. Your seat is on us. Because we're here to invest in the advisor community — not to collect from it. Just register, show up, and leave better than you came.

A Morning Built Around What Matters Most

The Plan to Give conference is structured to move fast and go deep — three focused sessions with space to breathe, connect, and ask the questions you never get to ask at other events.

Session topics may include:

Non-cash asset giving: unlocking generosity beyond the checkbook
Donor-advised funds and how to introduce them confidently to clients
Estate and legacy planning through a biblical stewardship lens
Complex giving vehicles for business owners and high-net-worth families
Real stories from donors who gave differently — and what it changed

Full session schedule will be announced for each city.

NCF-Raleigh 2025

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NCF-Raleigh 2025

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Backed by 40+ Years of Moving Money Toward What Matters

NCF Carolinas is part of the National Christian Foundation — a network that has mobilized more than $25 billion for churches, ministries, and causes in all 50 states and 90+ countries, serving more than 90,000 charities. When we say we know generosity, we mean it — and we built this conference to share everything we've learned with you.

Partner With Us. Invest in the Carolinas Advisor Community.

Plan to Give is more than a conference — it's a platform. And for the right partners, it's an opportunity to put your name, your mission, and your message in front of a room full of trusted financial professionals who share your values.

We offer partnership opportunities across all three events — in Raleigh, Charlotte, and Charleston — giving you regional presence and the kind of authentic alignment that comes from showing up in a room that already believes what you believe.