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Tap into NPT's Expertise
Working with NPT, you gain instant access to seasoned professionals with in-depth knowledge about philanthropy and the laws and practices that govern it. 

  • Your Chief Philanthropic Officer: Rely on NPT to be the source and resource for all of your client's charitable giving needs.

  • A Century of Experience: Professional staff with over 100 years of collective experience in the philanthropic arena.

  • An Established Reputation: For quality service and integrity in all aspects of our service.

  • Tailored To Your Client's Needs: Ability to customize a philanthropic solution to meet the needs of high-net-worth individuals and families.

  • Sophisticated Grantmaking Services: Our professional staff can assist your clients to:
    • Endow chairs, support annual campaigns and major projects at universities.
    • Secure naming rights to buildings and programs.
    • Create scholarship programs. 
    • Process grants to foreign charities that meet certain guidelines. 
    • Negotiating grant agreements for specialized grant situations – drafting and managing the grant disbursements.

  • State-of-the-Art Technology: To monitor account activity, transactions, and to facilitate grant requests. 

  • Accepting the Widest Range of Assets: In addition to cash and stock, NPT can accept illiquid assets including restricted stock, closely held stock, fine art, real estate and other tangible personal property.

  • Investment flexibility: For donors who might want or need more sophisticated investment options, depending upon the size and type of vehicle.

  • Recognition or Anonymity: Options for all levels of donor recognition, including the opportunity for grants to be made anonymously.

  • An Enduring Legacy: Donors can structuring a succession plan that can carry on in perpetuity. 

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.
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Philanthropic Advisor