Findings from NCF’s recent research project on generous Christians help us understand how those givers think and what they want from financial services professionals who work with them on their giving strategy. These insights uncover practical ways for advisors to connect with clients around giving.
This Listening Guide accompanies the Study Group of the same name.
Matt Hames, CTFA® is a strategic advisor to the National Christian Foundation and the founder of Acru Strategy, LLC. He is a 25-year veteran of the wealth management industry and holds the professional designation Certified Trust & Fiduciary Advisor (CTFA) indicating excellence in the areas of fiduciary responsibilities, trust activities, personal finance, insurance, estate planning, tax planning, and investment management. Working in industries including financial services, engineering, construction, public utilities, and nonprofits, Matt guides leaders as they design and pursue a clear vision for the future of their organization. He is passionate about designing strategies that integrate vision with an actionable path forward. Matt and his wife, Deana, have two teenage children and live in the Atlanta area.