AS THE YEAR DRAWS TO A CLOSE, many of us look for meaningful ways to give back—whether it’s supporting communities, addressing urgent challenges or advancing innovative solutions. This is what we call Giving Season, and a donor-advised fund (DAF) provides a simple, tax-efficient way to support the causes that matter most to you.
This page will guide you through the essentials of year-end giving with a DAF, including important contribution deadlines, grant recommendation guidelines and other useful tools to help you achieve your charitable goals during this busy time.
To receive 2025 credit for tax purposes in connection with your charitable contributions, NPT must take possession of your contribution by the last day of the year, December 31.
Most assets require the submission of a Contribution Agreement, which may be completed online via the donor portal.
NOTE: This form does not initiate the transfer of assets; NPT cannot initiate transfers on your behalf. Except as noted below, assets in-transit are not considered received by NPT.
The below guide outlines the steps you must take to send assets to NPT to complete your contribution.
Mutual Funds*
Submit a Contribution Agreement to NPT, then submit a transfer request to the financial institution holding the funds. Find transfer instructions here.
Stocks, Bonds and ETFs*
Submit a Contribution Agreement to NPT, then submit a transfer request to the financial institution holding the funds. Find transfer instructions here.
Money Wire
Submit a Contribution Agreement to NPT, then submit a transfer request to the financial institution holding the funds. Find wire instructions here.
Check
Submit a check payable to National Philanthropic Trust. Note the DAF name and account number in the memo section.
Credit Card
In your donor portal, click on Contribute with Credit Card. Once processed, all donations are irrevocable.
Special Securities, Real Estate and Closely Held Stock
Cryptocurrency
* For gifts of stock, bonds, ETFs or mutual funds, please note that the external custodian currently holding the assets may require that you submit a Letter of Instruction to initiate the transfer of the assets; if so, please present originals of the completed Letter of Instruction to the external custodian and not to NPT.
Many of your favorite charities will be making their year-end appeals soon. If you want a charitable grant to be received by the end of 2025, you should submit your recommendations as soon as possible to ensure NPT has enough time to review, approve and send the funds.
If your grant requires due diligence, it may delay the grant.
For NPT to review, approve and send grant payments in 2025:
Approved grants will be mailed on or before December 31.
For NPT to have your grant recommendation approved in 2025 with a grant payment sent early in 2026:
Approved grants in 2025 will be mailed on or before January 6, 2026.
Please note that National Philanthropic Trust’s offices will have limited hours for the Thanksgiving holiday:
Thursday, November 20, 2025: CLOSED
Friday, November 21, 2025: 8:30 a.m.–1:00 p.m. ET
To support your year-end giving, National Philanthropic Trust will then offer extended hours starting December 1:
Monday–Friday: 8:30 a.m.–8:00 p.m. ET
These hours will be in effect through year-end, except on the following special days:
Wednesday, December 25, 2024: CLOSED
Wednesday, January 1, 2025: CLOSED
Additional evening and weekend hours are available by appointment. Please contact us at (888) 878-7900 or npt@nptrust.org with any questions or to schedule an appointment. This season and always, we are proud to be your partner in giving.