2026 Conference Series | Raleigh · Charlotte · Charleston
One Morning That Will Change How You Talk to Every Client About Giving.
Plan to Give is a complimentary continuing education conference for financial advisors, estate planners, and wealth professionals — built to equip you with the tools, language, and connections to lead your clients toward greater generosity. Three cities. Three dates. One conversation the Carolinas financial community has been waiting for. Come ready to learn. Leave ready to lead.
2026 plan to give
Join other advisors as we explore strategic giving opportunities to improve client conversations and encourage generosity.
Here's What Your Morning Looks Like
This isn't a pitch fest. It's not a networking mixer dressed up as education.
Plan to Give is a focused, professionally led half-day conference designed to give you real knowledge you can walk back into your practice and use immediately.
Schedule:
7:30 AM — Breakfast & Networking // 8:00 AM — Registration // 8:15 AM — Welcome & Introductions // 8:30 AM — Session 1 // 9:30 AM — Break // 9:40 AM — Session 2 // 10:40 AM — Break // 10:50 AM — Session 3 // 12:00 PM — Lunch & Closing
Three sessions. Meaningful breaks. A lunch worth staying for.
Sessions Built for the Work You Actually Do
Every session at Plan to Give is designed around one goal — making you a more equipped, more confident, more generous-minded advisor. We go deep on the strategies and conversations most conferences skip entirety.
Topics covered may include:
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Non-cash asset giving: real estate, business interests, stocks, and beyond
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Donor-advised funds — how to introduce them naturally and confidently
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Estate and legacy planning through a biblical stewardship lens
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Complex giving vehicles for business owners and high-net-worth clients
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How to open the generosity conversation without making it awkward
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Real stories from real donors — and what changed when they gave differently
Final session topics confirmed closer to each event date.
You Should Be in This Room If...
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You work with clients who have significant assets and haven't fully explored charitable giving options
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You want to earn CE credit in a setting that actually respects your time
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You believe your faith and your practice belong in the same conversation
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You're looking to connect with like-minded professionals across the Carolinas
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You've heard the words "donor-advised fund" and want to finally understand them fully
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You want to serve your clients better — not just manage their money
Hosted by People Who Have Mobilized $25 Billion for Good.
Plan to Give is hosted by NCF Carolinas — the regional home of the National Christian Foundation. Since 1982, NCF has helped move more than $25 billion toward churches, ministries, and causes in all 50 states and 90+ countries, serving over 90,000 charities worldwide.We built this conference because we believe financial professionals are some of the most powerful catalysts for generosity in existence. When you're equipped — your clients give more, give better, and give with greater joy. That's the whole point.
Partnership opportunities are available across all three events. If your organization serves financial professionals and shares a commitment to Kingdom-minded generosity — this is your room.
Seats are limited. Spots go fast.