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David Wills

AC2019: The Generosity Conversation: Leading Your Clients in the Why before the How - David Wills, Todd Harper

About the Course

In this session, those attending will hear stories of generous families that will provide each advisor with insights for their clients to align the value of generosity in their financial planning. They will also hear from an advisor who has successfully integrated generosity conversations into his practice. The goal of this session will be to give advisors practical next steps to implement charitable planning with their clients. 

About the Speaker

David  Wills

David Wills

The National Christian Foundation

Since 1998, David Wills has been president of The National Christian Foundation. Under his leadership, NCF has become the largest Christian grant-making foundation in the world. NCF has offices in over 28 cities, holds over $1.6 billion in assets, and serves over 9,700 families, companies, and ministries. David serves on the boards of Generous Giving, Evangelical Council for Financial Accountability (ECFA), ProVision Foundation, International Christian Foundation, the Chick-fil-A Foundation, and Global Generosity. David and his wife, Chris, live north of Atlanta with their seven children.

Available Sessions

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Continuing Education

Accepted for CE Credit

Hours: 1
Designations: CKA®, CFP®, CPA, PACE
Minimum  Passing Grade: 80%