• FINANCIAL INSTITUTIONS
• Complete Solution
• Firm Benefits
• Market Insight

National Philanthropic Trust provides financial institutions with a complete, outsourced donor advised fund solution. 

NPT delivers administrative, operational, grant management, legal and technological expertise to help your financial institution provide a private-labeled donor advised fund to your clients.

Experience
The NPT donor advised fund is the solution adopted by more major Wall Street firms than any other. We have extensive experience in providing these services to the nation's most prestigious financial institutions. NPT has raised more than $1.2 billion in charitable assets with our financial service partners.

Administrative Expertise
NPT takes care of all the administrative burdens so our partners can provide new and existing clients with a flexible vehicle for charitable giving, and tax and estate planning:

• Transaction processing and disbursement of contributions and grants.
  
  
• Complete accounting and reconcilement procedures for all funds.
  
  
• Preparation and filing of federal and state regulatory documents.
  
  
• Toll-free customer service support and access to philanthropic experts.

Philanthropic Knowledge and Experience
Seasoned professionals at NPT know the philanthropic market and have a great depth of knowledge about donor advised funds. You gain instant access to this body of knowledge about philanthropy and the laws and practices that govern it.

• NPT's management team has over 100 years of experience in the philanthropic profession and planned giving.
  
  
• Accept the widest range of assets – cash, securities, restricted stock, closely-held stock, limited partnerships, real estate, and more.
   
• Processed over 22,500 grants totaling over $630 million to charities worldwide.

Secure, State-of-the-Art Technology
NPT provides all financial service partners a private-labeled Web site for their clients and advisors: 

• View account balances, transactions, investment allocation and grants.
  
  
• Access to an online database of more than 850,000 charities.
  
  
• Add charities to a "Favorites" list for one-click grantmaking.
  
  
• Schedule recurring grants and determine level of recognition for each grant.
  
  
• Manage and update succession planning.

Learn More
Find out how NPT can provide a complete turnkey solution for your firm. To schedule an appointment, conference call, or to receive more information on our private-label donor advised fund services, please contact Andrew W. Hastings, Vice President, toll-free at 888-878-7900 or ahastings@nptrust.org.