Donor-Advised Funds

Donor-advised funds are the most popular giving vehicle in philanthropy and NPT is the largest national independent provider. We offer donor-advised funds that are tailored to meet the needs of:



 

Why National Philanthropic Trust?

Our mission is to increase philanthropy in society. As a result, we offer donor-advised funds that are uniquely flexible:

NPT accepts the widest range of assets of any charitable organization.

  • Cash
  • Publicly traded securities including stocks, bonds, mutual fund shares
  • Restricted and controlled stock
  • Privately-held stock
  • Real estate
  • Proceeds from life insurance or from a full-paid policy
  • Transfers and grants from private foundations
  • Bequests from wills
  • Named beneficiary of charitable remainder trust
  • Named beneficiary of an IRA, 401(k), or other retirement account
  • Tangible personal property
 

NPT can make international grants and other types of specialized grants.

  • Endowing chairs at universities
  • Securing naming rights to buildings and programs
  • Establishing scholarship programs
  • Structuring multi-year, matching and challenge grants
 

NPT offers a wide range of investment options.

  • Mainstay ICAP Select Equity
  • Prudential Jennison 20/20 Focus
  • Laudus Growth Investors
  • JP Morgan Mid Cap Value
  • Columbia Acorn Select
  • TCW Galileo Small Cap Growth
  • Columbia Select Small Cap Value
  • JP Morgan International Value
  • Federated International Small-Mid Company
  • JP Morgan Emerging Markets
  • Fidelity Advisors Emerging Markets
  • PIMCO Total Return
  • Pioneer Global Yield
  • Prudential Global Real Estate
  • Prudential Jennison Natural Resources
  • UBS Select Prime Institutional
  • UBS Select Treasury Institutional
 

NPT allows you to identify successors or charitable beneficiaries so that your donor-advised fund can exist in perpetuity.


Learn More

For general questions about NPT donor-advised funds, please visit our FAQ section. For detailed questions about policies or procedures, please review the forms and instructions located in the "Who We Serve" sections of this website. If you would like to speak to someone about your philanthropic needs, please send us an email or call us toll free at (888) 878-7900.

How do donor-advised funds compare with other giving vehicles?

In the link below, we compare several apects of a donor-advised fund with those of a private foundation.

Compare DAFs to Private Foundations »

In the last five years, donor-advised fund accounts have grown at a faster rate than any other charitable giving vehicle in philanthropy.

growth chart thumbnail
Compare Giving Vehicle Growth Rates »

 

Donor Advised Funds FAQ »

Tax Advantages of Donor Advised Funds »


HomeDonor-Advised Funds

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Research & Reports

  • 2012 Annual Report
  • 2012 Donor-Advised Fund Report
  • The History of Giving

News & Notes

Foundation offers an open online course in charitable giving

May 20, 2013 • The Philanthropist

Foundation offers an open online course in charitable giving »

January 01, 2013 • Washington Post

Philanthropists Write Last-Minute Checks Amid Cliff Uncertainty »

For Your Information

Providing Relief for the Victims of the Oklahoma Tornadoes


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