DAF Insights for Advisors

Equip Your Clients for Year-End Giving

Over 25% of charitable giving happens in December, and 2025 is a critical year with tax law changes ahead. The Giving Season Activation Toolkit for Advisors gives you client-ready resources, conversation starters, and strategies to help guide year-end philanthropy and strengthen your relationships.

Inside you’ll find:

Ready-to-share brochures for DAF users and prospects
A charitable planning worksheet to guide client discussions
Deadline reminders and talking points to create urgency
Sample emails to spark engagement

____________________________________________

Complete this form to download the latest toolkit in NPT’s DAF Insights for Advisors series or continue scrolling to discover additional resources:

Interested in learning more? Keep scrolling to find links to other DAF Insights and relevant resources. If you have any questions—or if you want to explore one of these strategies for your clients’ philanthropy—reach out to us any time.

NOTE: By providing your personal contact information for this download, you consent to receive marketing material from NPT. You may unsubscribe from marketing messages at any time.

Explore More DAF Insights

Philanthropic Planning and the Client Review

Integrating charitable goals into portfolio reviews can strengthen relationships and uncover new opportunities. This guide shares a framework, life-event triggers, and real-world donor-advised fund (DAF) strategies to maximize impact and tax savings.

Empowered Giving through Non-Cash Contributions

Donating non-cash assets to a DAF is a tax-efficient philanthropic strategy. Learn how donors have converted a wide range of assets into charitable capital, and explore ways to simplify the process.

Charitable Strategies for Private Equity Professionals

Private equity (PE) professionals can make a significant philanthropic impact with their wealth. This piece explores potential PE gifts your clients may consider and how NPT handles these contributions.

Strategies for Donating Restricted and Control Stock

Founders, executives and board directors may not fully understand the charitable potential of the restricted and control stock in their portfolios. Learn how NPT can help convert these assets to philanthropic capital.

Charitable Strategies for Business Transitions

The sale of a privately-held business has incredible philanthropic potential. Learn more about how including a charitable component in your transition plan can be tax-effective and impactful.