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Donor Forms

You can download any of the forms or instructions listed below. For your convenience, NPT forms are in a writable PDF format.

Account Opening and Management
  • A  Guide to Your Donor-Advised Fund
  • Donor Application for Individuals
  • NPT Minimum Account Activity Policy
Contributions
  • Contribution Agreement
  • How to Make a Contribution
  • Contribution Deadlines
  • Illiquid Asset Contribution Guidelines
  • Restricted and Control Stock Questionnaire
Investment
  • Investment Reallocation
  • Investment Descriptions and Performance
Grantmaking
  • Tips for Managing Your Charitable Giving
  • Grant Recommendation
  • Specialized Grantmaking Services
Special Situations
  • Bequest Instructions
  • Real Estate Checklist
  • Real Estate Disclosure
For Private Foundations and Companies
  • Donor Application for Legal Entities
  • Donor-Advised Fund Update for Foundations and Companies
  • Converting a Private Foundation
  • Corporate/Organization Resolution and Indemnification

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National Philanthropic Trust
165 Township Line Road, Suite 1200
Jenkintown, PA 19046
(888) 878-7900
npt@nptrust.org
NPT UK
125 Old Broad Street
London EC2N 1AR
UK
+44 (0)800 133 7540
enquiries@npt-uk.org
www.nptuk.org
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