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As a professional advisor, you know that anyone who has acquired substantial wealth faces vast challenges, important decisions — and many new opportunities.  You also know how important philanthropy can be to a family's legacy.  That is why it is so important for you to offer an effective philanthropic solution to your clients. 

We create individual philanthropic solutions for each donor that best serve their specific interests, goals and needs.  Rely on NPT to provide exceptional customer service and a meaningful philanthropic experience for each family member.

NPT provides:

Independent Charitable Gift Fund
Offered exclusively to independent financial advisors, brokers, bankers, estate planners, and wealth managers.  This donor advised fund helps you make philanthropy rewarding for your clients, and provides you many benefits: 

• Receive a recurring long-term compensation stream.
• Attract new assets -- including appreciated securities, restricted stock, privately-held stock, real estate and more!
• Retain current assets.
• Deepen your relationships with high-net-worth clients by providing an effective tax and estate planning tool.
• Build relationships across generations in order to retain assets when wealth passes from current clients to their heirs.
• Support to help you market the program to your existing clients, identify and cultivate prospects, and attract new clients.

Open your account today either online or by completing our Donor Application.

NPT Supporting Organization 
For clients considering establishing a private foundation, and contributing more than $10 million, NPT's Supporting Organization (SO) provide many of the same benefits as private foundations.  And because an SO is recognized as a public charity, donors receive superior tax benefits than those available to private foundations.  NPT's SO offers individuals and their families the opportunity to:

• Select their own name, identity, mission and governing structure.
• Participate in deciding how the assets the charitable assets are invested -- including selecting their own investment manager.
• Participate directly in selecting grant recipients who will benefit from their philanthropy.
• Maintain traditions of giving and wise stewardship with future generations.