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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.
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.
GET STARTED
Order our Advisor Information Kit today.
Call toll-free at 888-878-7900
or email your request to info@independentgift.org
See how we can help you provide philanthropic solutions tailored to your clients individual needs.
