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NPT's free practical guide for advisors gives the top
10 reasons to discuss charitable giving with your clients and many talking points.

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NPT, through its Independent Charitable Gift Fund, provides an opportunity for professional advisors to do what they do best – identify creative solutions that will help their clients solve problems and meet objectives.  We believe there is a powerful rationale for advisors to inform clients about the intelligent integration of philanthropy into their financial and estate planning.

If you are not offering philanthropic solutions and services to your clients, you are missing out on substantial business and client retention opportunities.

Comprehensive Marketing Support
By partnering with NPT, your firm will receive support to help you successfully market the Independent Charitable Gift Fund to your clients.  This includes:

  • Marketing ideas
  • Prospecting Letters
  • Fact Sheets
  • Side-by-side comparisons
  • Case studies
  • and much more! 

We will help you identify which of your existing clients are your best leads, as well as propsective clients that could benefit from this important philanthropic service.

To find out more about our marketing services please contact Andrew Hastings, Vice President, at (888) 878-7900.