The end of the year can be hectic, but it’s also a time to reflect on what’s important, and to give to the organizations and causes you think make the world a better place. NPT’s donor-advised funds can help you streamline your generosity. We handle the administration so you can spend time and energy on what matters most—deciding where and how to give.
We gathered these resources to help you focus and organize your charitable giving this season:
Refer to these important recommended dates to ensure that your contributions—of any type—are received by December 31. Following the guidelines will help to ensure that National Philanthropic Trust (NPT) receives and processes your contributions by the applicable deadline for treatment as a 2018 gift.
WHAT TO DO | DEADLINE | |
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Check | Submit a check made payable to “National Philanthropic Trust” along with your Contribution Agreement. Note the name of your DAF in the memo section. | Must be postmarked by December 31 |
Money Wire | Submit a transfer request to the financial institution. Find wire instructions here. | Initiate transfer by December 24 Must be received by December 31 |
Stock | Submit a Letter of Authorization to the firm holding the stock, and send a copy to NPT along with your Contribution Agreement. For details see here. | Initiate transfer by December 24 Must be received by December 31 |
Stock Certificates | Mail physical certificate and stock or bond power with medallion guarantee separately, along with your Contribution Agreement. | December 31 |
Bonds | Submit a Letter of Authorization to the firm holding the stock, and send a copy to NPT along with your Contribution Agreement. For details see here. | Initiate transfer by December 24 Must be received by December 31 |
Mutual Funds | Contact NPT as soon as possible at (888) 878-7900, and NPT will coordinate with the mutual fund company. Processing this type of asset can take 4-6 weeks to complete. | Initiate transfer by December 14 Must be received by December 31 |
Special Securities, Real Estate and Closely Held Stock | Contact NPT at (888) 878-7900 for assistance. | Initiate due diligence as early as possible Must be received by December 31 |
Need help strategizing grants from your DAF or a reminder about what your DAF allows you to do? Read our Tips for Managing Your Charitable Giving.
Many of your favorite charities will be making their year-end appeals soon. Follow these deadlines to ensure that your support will be counted this year.
WHAT TO DO | DEADLINE | |
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To ensure that the qualified charity of your choice receives their grant in 2018: | Enter your grant recommendation online in DonorView following these instructions, or email or fax a completed Grant Recommendation form to NPT. | Enter grant recommendation by 5pm on December 21. Grants will be mailed on or before December 28. |
To ensure that the qualified charity of your choice receives their grant early in 2019, with grant approval in 2018: | Enter your grant recommendation online in DonorView following these instructions, or email or fax a completed Grant Recommendation form to NPT. | Enter grant recommendation by 5pm on December 25. Grants will be approved in 2018, and mailed on or before January 2, 2019. |
For tips on tax-efficient uses of your DAF, visit our Tax Advantages page.
To support your year-end giving, we are pleased to extend our hours:
Monday – Friday: 8:30 a.m. – 8:00 p.m. EST
These hours will be in effect through December 31st, except on the following special days:
Dec. 24: 8:30 a.m. – 3:00 p.m. EST
Dec. 25: CLOSED
Additional evening and weekend hours are available by appointment. Please contact us at (888) 878-7900 or npt@nptrust.org with any questions or to schedule an appointment. This season and always, we are proud to be your partner in giving.