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For financial institutions focused on advisor growth, client retention, and attracting high-value relationships, philanthropy offers a meaningful way to deepen client relationships and differentiate the value advisors deliver.
National Philanthropic Trust helps firms deliver philanthropic solutions through sophisticated donor-advised fund capabilities, philanthropic expertise, advisor support, and enterprise-scale infrastructure built for high-net-worth and ultra-high-net-worth clients.
The most sophisticated donor-advised fund in the industry.
$0B
in contributions raised
$0B
in charitable assets under management
$0B
average monthly contribution value
A Donor-Advised Fund Solution Built to Grow Relationships
Enterprise-Ready Platform
From global grantmaking to the ability to receive, invest in, and grant complex assets, NPT’s platform is built to help advisors meet the needs of high-net-worth and ultra-high-net-worth clients.
- Open-architecture investment platform
- Complex and alternative asset acceptance
- International and specialized grantmaking capabilities
- Charity and fiduciary management
Deep Philanthropic Expertise
NPT provides the philanthropic expertise and consulting support advisors need to navigate complex charitable planning opportunities and help clients turn philanthropic goals into meaningful action.
- Dedicated in-house philanthropic consulting team
- Complex giving strategy support
- Ongoing education and thought leadership
- Philanthropic research and reporting support
Advisor-Friendly Digital Experience
A flexible digital experience supports advisor and client engagement with customized views, philanthropic resources, and tools designed to make giving easier to manage.
- Modern, mobile-ready client portal
- Customized advisor and client dashboard views
- Private-label capabilities to support firm branding
- Industry-certified security and compliance
Custom Solutions at Scale
NPT offers flexible partnership models that can be tailored to a firm’s business, brand, and advisor engagement strategy, with the infrastructure and experience to support sophisticated philanthropic needs at scale.
- Flexible partnership models aligned to firm needs
- Dedicated implementation and relationship management
- Nationwide development support for advisors
- Ongoing client support
Digital-First, Client-Centered
Better, faster, and mobile for advisors on the move. NPT GivingPoint is a modern donor portal offering an enhanced giving experience for donors and trusted advisors, providing insights into current giving and opening pathways to future impact.
Support Designed Around Your Financial Institution
Implementation Support
A dedicated NPT team supports a smooth transition from agreement to launch, helping coordinate the planning, setup, and execution needed to stand up a philanthropic program.
Strategic Relationship Management
Ongoing relationship management provides strategic program oversight, regular coordination, and support aligned to the financial institution’s goals.
Advisor Support
Advisor education, resources, and consultative guidance help make charitable planning a more natural part of client conversations.
Philanthropic Advising
Philanthropic advising across complex giving strategies, family philanthropy, grantmaking, and governance helps donors give with greater clarity and impact.
Donor Support
Donors have access to responsive support for account questions, grantmaking needs, and day-to-day service requests.
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Learn MoreFrequently Asked Questions
Get answers to common questions about NPT’s services and how we can work with you more effectively.
What should a financial institution consider when designing a new donor-advised fund program?
NPT works with each financial institution to define the program structure, operating model, and client experience needed to support a successful philanthropic solution. Typical considerations include:
- Program structure including account minimums, fees, and service model
- Investment options to align with the institution’s approach and client needs
- Digital workflow including online access, SSO, and advisor/client experience requirements
- Brand experience to ensure the program reflects the institution’s identity and reinforces client trust
How does the transition and launch process work to encourage advisor and client use?
Our team will work with yours to collaborate on a comprehensive scope of work to ensure a seamless transition for your clients. Considerations may include:
- Internal communications
- External communications
- Digital marketing
- Advisor enablement
- Client education
Exploring these facets will inform the way we approach, announce, and guide the onboarding of the program to encourage frictionless adoption. Your advisors will then have access to ongoing support through dedicated relationship management and regular program performance reviews.
What is the typical timeline for establishing a DAF program through a private-label partnership?
There are many considerations in developing a new DAF program, particularly as it relates to your brand representation and timing of the offering for your clients. Generally, NPT is able to onboard a program in approximately 14-16 weeks.
Confidential consultations upon request.
Let’s discuss how we can unlock new possibilities in philanthropy together.
Jeff Gerold
Senior Vice President, Strategic Partnerships
(215) 277-3072
jgerold@nptrust.org