Independent Financial Advisors

The Independent Charitable Gift Fund (ICGF) is a donor-advised fund program at NPT that provides compensation for independent advisors based on the amount invested in the fund. All contributions to the ICGF are invested in exchange-traded funds. Donors to the ICGF also receive the following advantages:

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.

  • iShares Barclays Aggregate (AGG)
  • iShares Barclays TIPS (TIP)
  • iShares S&P 500 Index (IVV)
  • iShares Dow Jones Select Dividend Index Fund (DVY)
  • iShares iBoxx $ Investment Grade Corporate Bond Fund (LQD)
  • iShares Russell 300 Growth Index Fund (IWZ)
  • iShares Russell Midcap Index Fund (IWR)
  • iShares MSCI EAFE Index Fund (EFA)
  • JP Morgan U.S. Government Money Market Fund
 

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

Get Started Forms and Instructions

 

Type 1 Supporting Organizations

NPT can also help donors set up a Type 1 Supporting Organization, which offers the same tax advantages as a donor-advised fund but more discretion with regards to investments and administration. For more information, call toll free at (888) 878-7900.