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Our donor-advised funds (DAFs) can help. With our tools and your guidance, your clients can make tax-efficient, impactful gifts for the causes closest to their hearts.
When you start a conversation with your clients about philanthropy, you’re not just positioning yourself as an expert who can help clients save on taxes—you’re taking an interest in the causes that matter most to them and enabling them to give more. These conversations can deepen your client relationships and attract new clients who may not be aware of the charitable potential of your work.
Why donor-advised funds?
A DAF is a charitable vehicle administered by a sponsor organization. As the sponsor, National Philanthropic Trust (NPT) manages administration like legal oversight and recordkeeping so donors can focus on giving.
Why National Philanthropic Trust?
NPT’s mission is to increase philanthropy in society. Since our founding in 1996, we have become a nationally recognized leader in philanthropy by helping advisors like you have conversations about giving with their clients. When you work with NPT, you can expect innovation, collaboration and versatility. In addition to our deep experience in charitable giving strategies, we offer these unique advantages:
Our DAFs can accept contributions of stock, real estate, tangible personal property and more, making it easy to convert complex assets to charitable capital.Learn More
For gifts of appreciated assets, clients can receive a fair market value tax deduction and avoid capital gains tax with a five-year carry forward.Learn More
DAFs allow your clients to make a charitable contribution when it’s tax-efficient for them and recommend grants when it’s most beneficial for their favorite charities.Learn More
Our DAFs are set up to provide for a succession plan. When your clients name their children as successors, you create a pipeline of future clients.Learn More