LEARN MORE

Expertise and solutions to help realize your organization's long-term goals.

CONTACT US »

PHILANTHROPY TOP 5

    Largest Private Foundations
  1. Bill & Melinda Gates Foundation
  2. Lilly Endowment
  3. Ford Foundation
  4. J. Paul Getty Trust
  5. Robert Wood Johnson Foundation

    Source: Foundation Center

READ MORE »

Building a permanent endowment provides a nonprofit organization with future stability and a foundation from which to grow. Having an endowment fund provides a relatively constant source of annual income, covers future and unexpected needs, while demonstrating security and long-range financial planning.

An organization endowment fund can be established with NPT by a nonprofit organization itself, or by an individual donor on behalf of the organization. It can be added to at any time and, with the approval of NPT's Board of Trustees, accept widest range of gifts.

Benefits of Creating a Fund with NPT
You can use our credibility to encourage new and existing donors to set aside endowment gifts. Our track record and excellent investment performance are assurances that many donors find attractive.

  • Benefit from the lower fees and costs resulting from our economies of scale.
  • Earn a competitive rate of return.
  • Accept the widest range of gifts.
  • Receive contributions from residents in all 50 states.
  • A relatively constant source of annual income.
  • Reduce or eliminate the ongoing burden of maintaining a separate endowment program.
  • Access to planned giving advice and expertise.
  • Opportunities to receive gifts from charitable remainder trusts, and other planned giving options.

Finally, nonprofits have access to both income and principal. While you may want to treat this as an endowment, this option provides assurance to some boards and organizations that like the flexibility. Distributions from the fund can be recommended at any time, and for any amount above $250.

Accept the Widest Range of Gifts
These are some of the assets that may be used to create an organization endowment fund:

  • Cash 
  • Appreciated securities 
  • Real estate 
  • Life Insurance 
  • Closely held stock 
  • Mutual fund shares 
  • Bequests

Learn More
For more information about NPT's nonprofit services, contact Amanda High, Vice President, at 1-888-878-7900 or ahigh@nptrust.org.