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By offering philanthropic services to your clients, you and your firm:

• Diversify and increase your revenue stream.
  
• Expand the range of services you offer by providing an effective tax and estate planning service.
  
• Improve client retention and satisfaction by aligning your client's financial and personal goals.
  
• Deepen existing client relationships, and build a bridge to the next generation.
  
• Distinguish yourself from your competition.
  
• Partner with an experienced, well-known charity that can help you meet your client's philanthropic goals.

Plus, you can...

• Reduce the paperwork needed for filing a client's tax return, because one tax receipt from the Program can cover grants to multiple charities.
  
  
• Focus more on your client's needs. NPT handles the administration (recordkeeping, grant reporting, and tax substantiation) for each account.
  
  
• Delegate many routine matters.  NPT expertly handles wires, donations of securities, and the transfer of assets from other firms.
  
  
• Tailor your involvement with each account to suit your clients' preferences.
  
  
• Align your expertise with the trustworthy reputation of our "best in class" investment offerings.