DAF Insights For Advisors

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:

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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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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.

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Our blog series offers explorations of trends, topics and strategies for DAF giving, aimed at financial advisors and other wealth management professionals.

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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.

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