Individuals, Families and Organizations

Individuals, families, trusts, corporations, private foundations and nonprofits can open an NPT donor-advised fund. We guarantee that it will make your giving as flexible and effective as possible.

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.

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 flexibility with investments, grants and administration. For more information, call toll free at (888) 878-7900.