NPT’s Uniquely Flexible Donor-Advised Funds

Donor-advised funds are the most popular giving vehicle in philanthropy and NPT is the largest national independent provider. We offer donor-advised funds that are tailored to meet the needs of:

How Donor-Advised Funds Work

WHY NATIONAL PHILANTHROPIC TRUST?

Our mission is to increase philanthropy in society. We offer donor-advised funds that are uniquely flexible:

Icon NPT accepts the widest range of assets of any charitable organization
NPT accepts the widest range of assets of any charitable organization
Icon NPT can make international grants and other specialized grants
NPT can make international grants and other specialized grants
Icon NPT offers a wide range of investment options
NPT offers a wide range of investment options
Icon NPT allows you to set up a legacy plan so that your donor-advised fund can exist in perpetuity
NPT allows you to set up a legacy plan so that your donor-advised fund can exist in perpetuity
  • Cash
  • Publicly traded securities including stocks, bonds, mutual fund shares
  • Restricted and controlled stock
  • Privately-held stock
  • Cryptocurrency
  • Real estate

  • Proceeds from life insurance or from a full-paid policy
  • Transfers and grants from private foundations
  • Bequests from wills
  • Named beneficiary of charitable remainder or lead trust
  • Named beneficiary of an IRA, 401(k), or other retirement account
  • Tangible personal property

 

 

  • Endowing chairs at universities
  • Securing naming rights to buildings and programs
  • Establishing scholarship programs
  • Structuring multi-year, matching and challenge grants

 

 

  • Blackrock iShares Russell 1000
  • Prudential Jennison 20/20 Focus
  • JP Morgan Mid Cap Value
  • Janus Enterprise Fund Class T
  • T. Rowe Price Diversified Small Cap Growth Fund
  • Fidelity Advisors Small Cap Value
  • American Century International Core Equity Fund

  • WCM Focused International Growth Fund
  • Federated International Small-Mid Company
  • Aberdeen Emerging Markets Fund
  • Baron Emerging Markets Fund
  • Fidelity Advisors Emerging Markets
  • Western Asset Core Fund
  • Loomis Sayles Core Plus Bond Fund

  • Calvert Ultra-Short Bond Fund
  • Prudential Global Real Estate
  • Principal Diversified Real Asset
  • UBS Select Government Institutional Fund
  • iShares MSCI EAFE Optimized ETF
  • iShares MSCI ACWI Low Carbon Target ETF
  • iShares Sustainable MSCI Global Impact
  • iShares MSCI KLD 400 Social ETF

 

 

 

 

  • Appoint joint advisors
  • Identify individual successors
  • Name charitable beneficiaries
  • Create an Endowment Account for recurring grants

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Learn how an NPT Donor-Advised Fund can work for you.

A donor-advised fund allows you to give now and grant when it's needed.
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Discover the differences and similarities between a DAF and a private foundation.
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Receive an immediate tax deduction with a charitable contribution to a DAF.
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As a sponsor of DAFs for more than 20 years, NPT can answer many of your questions.
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