Donor-advised funds (DAFs) are a powerful charitable planning tool for you and your clients.
In Charitable Strategies for Private Equity Professionals, we examine:
- Considerations for private equity contributions like LP interest, portfolio company stock and more
- The process of involved in converting private equity holdings to charitable capital
- How a DAF offers tax efficiencies for contributions of appreciated long-term assets
Complete this form to download the latest fact sheet 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.
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Explore More DAF Insights
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.Read More
Planning a Charitable Legacy
A DAF can be a valuable estate planning tool, not only for reducing estate and probate taxes but also for establishing a charitable legacy that will outlast you. Learn more about how to incorporate a DAF into your estate planning.Read More
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.Read More
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.Read More
DAF Insights for Advisors
Our blog series offers explorations of trends, topics and strategies for DAF giving, aimed at financial advisors and other wealth management professionals.Read More
Access partner resources.
We've compiled a group of some of the most relevant articles and brochures to aid your conversations with clients about how they can manage their philanthropy, and how a DAF can help.Read More