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Donor Advised Fund
All the forms you need to open and advise your donor advised fund account with the NPT can be downloaded in PDF format and printed from this page.

• Charitable Administrative Fees (PDF)
  Reduced administrative fee schedule updated 12/01/06.
• Donor Application Form (PDF)
  For opening your account and making your initial contribution.
• Bequests to Your Fund (PDF)
  Provides sample language naming NPT as the beneficiary of a will, retirement account, charitable remainder trust, or other deferred giving instrument.
• 2007 NPT Program Guide (PDF)
  Described the policies and procedures for creating and maintaining your donor advised fund
• Grant Recommendation Form (PDF)
  For recommending a grant from your account to a charitable organization.
• Additional Contribution Form (PDF)
  For making an additional contribution to your account.
• Update Your Account (PDF)
  For changing your address and contact information, updating your account advisors and successors, or changing your charitable beneficiaries.
• Account Re-Allocation (PDF)
  For changing your investment strategy.
• Letter of Authorization (PDF)
  For donating assets of endorsed securities or mutual funds.
• Delivery Instructions for Securities (PDF)
  For authorizing the electronic transfer of a donation of stocks or bonds.
• How to Make New or Additional Contributions (PDF)
  Outlines the steps to make a new or additional contribution to your account. This includes the forms you need to complete, and the instructions in how to transfer the asset.
• 2007 Deadlines for Making Charitable Contributions (PDF)
  A primer on that will assist you in making contributions to your donor advised fund and ensure we can process your contribution by December 31st for your 2007 deduction.
   
  
  Return Completed Forms by Mail or Fax to:
  The National Philanthropic Trust
  165 Township Line Road, Suite 150
  Jenkintown, PA 19046-3594
  Fax: 215-277-3029

Supporting Organizations
To start a Supporting Organization with NPT, please contact Andrew Hastings, Vice President, toll-free 1-888-878-7900 to obtain a copy of our Supporting Organization Services & Fees guide.

• Supporting Organization Brochure (PDF)
  Summarizes NPT's supporting organization services, features and benefits. 

IRA Charitable Rollovers
NPT has created four (4) field of interest funds to accept tax-free contributions from individual retirement accounts (IRAs). 

• IRA Charitable Rollover Kit (PDF)
  All the information and documents to intiate an IRA contribution to any one of NPT's field of interest funds.

At Your Service 
If you have any questions or would like paper copies of these forms by mail or fax, contact us toll-free (888) 878-7900 or npt@nptrust.org.