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

Charitable giving is an intelligent investment.  However, it takes special knowledge and insight that may vary from your firm's core expertise.  Let NPT take care of it.  Smartly.  Seamlessly.

Your firm also avoids the costly administrative and legal expense of establishing a separate charitable entity, hiring staff, understanding charitable compliance matters, developing financial controls and managing operational processes.

Key advantages of the NPT solution:

• NPT is a nationally recognized leader in managing donor advised funds.
  
  
• Speed to market – we are flexibile without long-term or costly integration.
  
  
• Your brand name is leveraged through private-labeling.
  
  
• Your firm stays focused on its core competencies.
  
  
• Your firm can choose to maintain 100% of client or donor contact if desired.
  
  
• NPT is a neutral partner – all assets remain invested with your firm.

Benefits to your bottom line:

• Appeal to high-net-worth clients
  Attract and retain clients seeking philanthropic and wealth management services.
  
  
• Retain assets
  Retain assets that might otherwise be liquidated due to tax and estate planning decisions, or might go to another donor advised fund program.
  
  
• Acquire new clients and assets
  Attract new assets from your client base and other institutions.
  
  
• Activate assets
  Potential for dormant assets (appreciated stock, real estate) to become managed assets.
  
  
• Multi-generational tool
  Build a long-term relationship with clients and their family.