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LEARN HOW
NPT's free practical guide for advisors gives the top
10 reasons to discuss charitable giving with your clients and many talking points.
Ideas & Tips
Below are two excellent articles to help get you started. This is just a sample of the resources available when you and your firm become part of NPT's Philanthropic Advisor Network. To find out how NPT can help you offer comprehensive philanthropic services to your clients please contact Andrew Hastings, Vice President, at (888) 878-7900.
'Tis Better to Give
Investing the time to help your clients determine their philanthropic goals can pay off in better relationships with them and their families. This article from Financial Planning magazine provides an excellent overview ofthe benefits advisors receive.
Advisors Role in Philanthropy
When charitable giving makes sense for a wealth client to consider, the advice given by a lawyer, accountant or banker can be crucial.
CLIENT BENEFITS
"[Donor Advised Funds] offer tremendous convenience. They help donors research grantees, and by lowering start-up costs...they actually encourage [donors] to give more."
Bill Bradley, Paul Jansen & Les Silverman
Harvard Business Review
ORDER YOUR COPY OFNPT's Guide to Donor Advised Funds.