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.

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

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Philanthropic Planning

The best charitable plans start with what matters most to your clients. HCM NPG is your partner in designing custom giving strategies that reflect your clients' charitable goals, seamlessly integrated into the full financial planning picture.

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White Label Donor-Advised Funds

HCM NPG's DAF platform combines best-in-class technology with intuitive design that delivers an exceptional user experience. Created for ease of use by both client and advisor, this solution lends itself to multigenerational giving engagement, a key component of retaining assets once wealth moves to the next generation. Additionally, NPG's DAF can be white-labeled to keep your business front and center as the trusted advisor.

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Concierge Support

Support goes beyond technology. From ongoing education to technical strategy, and working with clients, HCM NPG is your on-call philanthropic partner.

Why Advisors Choose HCM NPG

Your relationship, our expertise

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Maintain and build the client relationship and assets with full-service philanthropic support from HCM NPG
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Work alongside experienced charitable planning professionals without hiring additional staff
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White-label or co-brand the experience so clients see philanthropic planning as a natural extension of your practice
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Go beyond portfolio performance and help families connect wealth, values, and legacy across generations
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Modern giving technology: stay informed on charitable planning strategies with resources designed specifically for financial advisors

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.

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?

The Great Wealth Transfer is underway and total charitable giving is up