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Add value to your clients and your business
Whether you're exploring philanthropic planning for the first time or looking to better support your clients, we'd love to help. Let's talk about how NPG can support your practice.
Why Advisors Choose HCM NPG
Your relationship, our expertise
What We Do
The expertise and strategy to guide charitable giving conversations and planning
About HCM NPG
Your In-House Philanthropic Advisory
HCM NPG equips you to lead philanthropic planning conversations and create giving strategies with confidence. Our team brings the expertise, resources, and support you need to confidently guide charitable planning strategy and offer solutions.
“Call-out/quote from Vance Howard about why this matters so much to him” — placeholder
The Opportunity
Philanthropic planning differentiates your business
Bringing philanthropic guidance into a client's financial management plan is a win for everyone. Offering expertise around charitable giving, from family and legacy gift planning to tax-savvy giving strategies, elevates the relationship between client and advisor.
The Philanthropic Landscape
The Great Wealth Transfer is underway and total charitable giving is up
HCM National Philanthropic Group
Today's high-net worth clients want discussions about philanthropic giving included in financial planning.
Your clients are already making charitable gifts. They want advisors to provide advice and guidance.
Are you leading that conversation? Are you at the table?
