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Independent Charitable Gift Fund
The Independent Charitable Gift Fund is a donor advised fund program administered by the National Philanthropic Trust (NPT) in partnership with Concord Equity Group Advisors (CEGA).

What Makes Our Program Different

Offered exclusively to independent financial advisors and brokers.
Competitive compensation to provide you a long-term revenue stream.
Invested in exchange-traded funds for low cost, diversified and efficient investment performance.
Toll-free access to philanthropic professionals to serve you and your clients needs.
Acceptance of the widest variety of assets – appreciated securities, restricted stock, privately-held stock, real estate and more.
Comprehensive support to help you effectively market the program to your existing clients, identify and cultivate prospects, and to attract new clients.

Get Started Today
Before you open a Gift Fund account for your client, review the Program Guide (PDF) to learn more about the Independent Charitable Gift Fund policies and procedures.

We make it easy!

Open Online: fill out our fast and convenient online form.

Open by Mail or Fax: download a Donor Application (PDF) and Letter of Authorization (PDF) and submit by fax or mail.

Call us toll-free at (888) 878-7900, or E-mail us and request an Advisor Information kit.

MANAGE YOUR CLIENT'S GIVING WITH THE

Independent Charitable Gift Fund.

NPT FACTS

NPT is a trusted partner for financial advisors and estate planners:

One the 100 largest charitable organizations, and among the 35 largest grantmaking institutions in the United States.
Raised over $1.3 billion in charitable gifts.
Distributed more than 22,500 grants totaling $650 million to charities worldwide.
NPT offers maximum tax advantage under state and federal law.
NPT accepts the widest range of gifts – cash, publicly traded securities, mutual funds, privately-held stock, restricted stock, real estate, and more.