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Donor-advised funds are one of the fastest growing trends in the nation. Do you have one yet? If not, you’ll want to hear why innovative advisors and clients are embracing these unique giving funds and how they can give your practice a competitive advantage. Learn the secret to starting a new conversation with your clients that will improve the way you do business forever.
Paul Forbes is the Vice President National Relationship Manager for the National Christian Foundation. Paul became active in the generosity movement while serving as executive pastor of his church in the Kansas City area and joined NCF in 2007. In his role he regularly meets with donors as well as prospective donors and their families to provide guidance as they consider their giving options with consideration to current and future financial needs, family legacy, and business gifting. Paul earned an engineering degree at West Point, and began his career with several years in the Army and then with Hallmark Cards. He and his wife, Pam, live in Kansas City and are blessed with three grown children.