Essentials of Year-End Giving

A Season for Generosity. An Opportunity for Impact.

The giving season invites us to pause, reflect on what matters, and consider where our generosity can do the most good.

This year, that pull meets real opportunity. Strong market performance, a business sale, a windfall, or other significant financial moments can create opportunities to give with thoughtful planning.

A donor-advised fund (DAF) can help you act on your generosity today while giving you flexibility to decide where and when to give next.

OPEN A DAF

 

Download a PDF of this Year-End Giving Guide at the bottom of the page.

 

How a DAF Works

An NPT DAF gives you a simple way to contribute now and plan your giving over time.

1

You contribute

Give cash, securities, or other eligible assets to your DAF and receive an immediate charitable tax deduction.

2

Your gift is invested

Contributions can be invested and may grow tax-free, increasing the resources available for future grantmaking.

3

You grant with purpose

Recommend grants to IRS-qualified charitable organizations when you’re ready, whether that’s next month, next year, or over a lifetime.

One contribution. Flexibility in how, when, and where you give. 

 

One Account. Multiple Possibilities.

A DAF gives you a flexible way to organize your charitable giving. NPT adds the experience, capabilities, and personal support to help you make the most of that flexibility.

How One Financial Milestone Became a Family Giving Tradition

When a major financial moment becomes an opportunity to give, a DAF can help turn a one-time event into a lasting tradition.

A Founder's Story

A Milestone Becomes an Opportunity

When her company went public, one founder saw the moment as more than a milestone for her balance sheet. She saw an opportunity to turn a significant financial event into a lasting source of charitable giving and a tradition her family could share.

Giving Before the Shares Began Trading

Before the shares began trading, she contributed a portion of them to a DAF, creating an opportunity for a charitable deduction and avoiding capital gains tax on the sale of the donated stock.

This turned a portion of her company’s value into charitable capital she could use to support the causes she cared about over time.

Making Giving a Family Tradition

She also wanted her philanthropy to become something her family could help shape.

She named her spouse as a joint advisor, giving them equal say in grant and investment decisions, and her two adult children as secondary advisors, inviting them to participate in the family’s giving.

Giving Together, Year After Year

Each year, the family gathers to decide where their DAF account resources should go next. Her daughter supports environmental causes. Her son supports educational equity. Her spouse supports medical research. And she gives to a small-business incubator in the community where her company began.

One IPO. One DAF account. A shared tradition of giving.

The financial milestone was hers. The difference it could make became something the whole family could help shape.

What Will Your Story Be?

Your opportunity may look different.

A stock position

A stock position that’s quietly grown for years could become a source of support for the causes you care about.

A family tradition

A family that wants to make a difference together can use philanthropy to create something meaningful for generations to come.

A milestone year

A significant financial moment could become the beginning of a lasting tradition of giving.

A cause you've supported

A cause you’ve supported quietly may now be ready for a more intentional approach.

A Season for Generosity. A Moment to Act.

Whatever this season looks like for you, a DAF can give you a place to start and the flexibility to decide where your philanthropy goes next.

Open a DAF

Register on GivingPoint, NPT’s secure online donor portal, and complete your donor application.

Make it yours

Name your fund, add advisors, choose an investment strategy, and establish a legacy plan.

Fund your giving

Start with $10,000 or more using cash, securities, or other eligible assets.

Make Your 2026 Contribution Count

To be eligible for a 2026 charitable tax deduction, NPT must receive your contribution by December 31, 2026. Gifts in transit as of January 1, 2027 will not qualify for a 2026 deduction. 

As you prepare for the Giving Season, our team is ready to support you. We provide insights into innovative giving methods and consulting services for those looking to establish a DAF giving strategy.

Contact us at npt@nptrust.org or (888) 878-7900 for direct assistance.

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About NPT

For 30 years, NPT has helped donors achieve their giving objectives. We are proud to have assisted them in making over 1 million grants totaling more than $55.5 billion to charities worldwide.