Partner Resources

Sign up for NPT’s monthly DAF Digest here.

Past issues:

• April 2024 DAF Digest
• March 2024 DAF Digest
• February 2024 DAF Digest
• January 2024 DAF Digest
• December 2023 DAF Digest
• November 2023 DAF Digest
• October 2023 DAF Digest
• September 2023 DAF Digest
• Summer 2023 DAF Digest
• June 2023 DAF Digest
• May 2023 DAF Digest
• April 2023 DAF Digest
• March 2023 DAF Digest
• February 2023 DAF Digest
• January 2023 DAF Digest

• Five Ways Your Client’s DAF Can Support Their Philanthropic Strategy (Link)
• Four Reasons to Talk to Clients About DAFs (Link | PDF)
• How to Talk to Clients About DAFs (Link | PDF)
• Three Key Moments to Talk to Clients About DAFs (Link | PDF)
• Help Clients Create a Charitable Legacy—And Build Your Client Base (Link | PDF)
• Strengthening Your Connections with Clients During the COVID-19 Pandemic (Link | PDF)
• Tax Season and the Philanthropic Conversation (Link | PDF)
• Family Philanthropy & Donor-Advised Funds: Engaging the Next Generation (Link | PDF)

• Contributing Hedge Fund Interests to your DAF (Link | PDF)
• Donating Pre-IPO Shares to a DAF (Link | PDF)
• Helping Clients Convert a Business Interest into Charitable Capital (Link | PDF)
• Three Things Executives Should Know About Donating Restricted or Control Stock to Charity (Link | PDF)

Special Report

• Donor-Advised Fund Spotlight: How Donors Fund Their Philanthropy (Link)

• How Impact Investing Can Address Worldwide Challenges (Link)
• What’s Best for My Client: Private Foundation or DAF? (Link | PDF)
• What the CARES Act Means for Your Philanthropic Clients (Link | PDF)
• Do Your Clients Need to Update Their Estate Plans? Here’s How a DAF Can Help (Link | PDF)
• IRA Charitable Rollovers: Helping Clients Put a Distribution to Good Use with a Designated Fund (Link | PDF)
• Tips to Help Your Clients Maximize Giving in 2020 (Link | PDF)
• DAF Insights: What is Impact Investing? What Advisors Need to Know (Link | PDF)

• Trust-Based Philanthropy: A Primer for Donors (Link)
• How Inflation Impacts Nonprofits and What Donors Can Do to Help (Link)
• Can I Use My DAF For That? (Link)
• Can I Use My DAF For That?: Another Look (Link | PDF)
• Can I Use My DAF for That? Virtual Events Edition (Link | PDF)
• Can I Use My DAF for That?: Scholarships Edition (Link)
• Three Tips for Global Giving (Link)
• Converting a Foundation to a DAF (Link | PDF)
• What is Due Diligence? The Things NPT Asks Before Approving Your Grant (Link | PDF)
• Choosing Where to Give: Questions Every Philanthropist Should Ask (Link | PDF)
• Six Steps to Making the Most of Your New DAF (Link | PDF)

Disaster Relief Articles

• Four Strategies for Impactful Disaster Relief Giving (Link)
• COVID-19 Now: Updated Insights for Donors (Link)
• How Donors Can Continue to Support Humanitarian Efforts in Ukraine (Link)
• How Donors Can Help Victims of Recent Mass Shootings (Link)

• Empowered Giving Through Non-Cash Contributions (Link)
• Illiquid Asset Contribution Guidelines (PDF)
• NPT’s Philanthropic Services Team (Link | PDF)
• Your Partner In Giving (PDF)

• Charitable Strategies for Business Transitions (Download)
• Charitable Strategies for Restricted and Control Shares (Download)
• Essentials of Year-End Giving 2021 (PDF)
• Impact Investing with NPT (Link | PDF)
• Corporate-Advised Funds at NPT (PDF)
• Planning a Charitable Legacy (PDF)

• Opening a Donor-Advised Fund Online (Video)
• How You Can Support Your Clients’ Giving in the Time of COVID-19 (Webinar)

• Charitable Expertise Across the Country (PDF)
• 2023 Donor-Advised Fund Report (Link)
• 2022 Donor-Advised Fund Report Highlights (PDF)
• Securities Calculator (Link)
• Frequently Asked Questions (Link)
• Contribution Deadlines (Link)