We use cookies to personalize content and ads, to provide social media features and to analyze our traffic. We share anonymized and aggregated data about the use of our website with analytics partners and occasionally with social media and advertising partners. Please see NPT’s Cookie Notice and Privacy Policy for more information.
THE FINAL WEEKS OF THE YEAR have always been an ideal time to both reflect on our past and plan for our future. During this time, Americans give even more generously. We call this period Giving Season.
This past year, the challenges that tested our collective resilience also revealed the depth of our compassion. Many responded quickly to emergent needs and honored longstanding philanthropic commitments using a donor-advised fund (DAF). As you continue to support communities in diverse ways during Giving Season, a DAF offers a flexible and tax-efficient giving tool to carry out your philanthropy.
We have designed this page as a resource for your year-end giving. Here you’ll find contribution deadlines, grant recommendation guidelines and other Giving Season resources. We’re here to help you streamline your year-end generosity so you can spend time and energy on what matters most—deciding where and how to give.
Refer to these important dates to ensure that your contributions—of any type—are received by December 31. Following these guidelines will help to ensure that National Philanthropic Trust (NPT) receives your contributions by December 31 for treatment as a 2023 gift.
Most assets require the submission of a Contribution Agreement, which may be completed online via the donor portal.
DEADLINE | WHAT TO DO | |
---|---|---|
Credit Card | Submit by 11:59pm ET on December 31 | Log in to the donor portal and click Contribute With Credit Card. Once processed, all donations are irrevocable. |
Check | Must be postmarked by December 30* if using USPS Must be received by 3pm ET on December 29 if using any non-USPS mail carrier (FedEx, UPS, etc.) | Submit a check made payable to “National Philanthropic Trust.” Note the DAF name and account number in the memo section. |
Money Wire | Initiate transfer by December 22 Must be received by December 29 | Submit a Contribution Agreement to NPT, then submit a transfer request to the financial institution holding the funds. Find wire instructions here. |
Stocks, Bonds and ETFs* | Initiate transfer by December 21 Must be received by December 29 | Submit a Contribution Agreement to NPT, then submit a transfer request to the financial institution holding the assets. Find transfer instructions here. |
Mutual Funds* | Initiate transfer by November 29 Must be received by December 29 | Submit a Contribution Agreement to NPT, then submit a transfer request to the financial institution holding the fund(s). Find transfer instructions here. |
Special Securities, Real Estate and Closely Held Stock | Initiate due diligence ASAP; must be received by December 29. | Contact NPT at (888) 878-7900 for assistance. |
Cryptocurrency | Must be received by December 31. | Submit documentation by December 20. |
Stock Certificates | Must be postmarked by December 30 if using USPS. | Contact NPT at (888) 878-7900 for assistance. |
* For gifts of stock, bonds, ETFs or mutual funds, please note that the external custodian currently holding the assets may require that you submit a Letter of Instruction to initiate the transfer of the assets; if so, please present originals of the completed Letter of Instruction to the external custodian and not to NPT.
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.
DEADLINE | WHAT TO DO | |
---|---|---|
For NPT to review, approve and send the grant payments in 2023, we ask that you: | Enter grant recommendation by 11:59pm ET on Monday, December 18. Approved grants will be mailed on or before Friday, December 29. | Enter your grant recommendation in your donor portal. |
If you hope to have your grant recommendation approved in 2023 with grant payments sent early in 2024, we ask that you: | Enter grant recommendation by 11:59pm ET on Friday, December 22. Grants approved in 2023 will be mailed on or before January 4, 2024. | Enter your grant recommendation in your donor portal. |
To support your year-end giving, National Philanthropic Trust will offer extended hours starting November 1:
Monday–Friday: 8:30 a.m.–8:00 p.m. ET
These hours will be in effect through year-end, except on the following special days:
Dec 25: CLOSED
Jan. 1: 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.
The end of the year is a time to review the scope of one’s charitable endeavors, as well as to take a moment to adjust our giving patterns to increase one's philanthropic impact. Here are helpful ways tha...
The end of the year is a time to review the scope of one’s charitable endeavors, as well as to take a moment to adjust our giving patterns to increase one's philanthropic impact. Here are helpful ways that you can continue to make philanthropic strides as 2023 comes to a close.
NPT can help you streamline your year-end generosity by taking care of the administration and due diligence of grantmaking. As the end of the year can be a busy time for many, NPT has provided a compilation...
NPT can help you streamline your year-end generosity by taking care of the administration and due diligence of grantmaking. As the end of the year can be a busy time for many, NPT has provided a compilation of important dates to keep in mind as Giving Season gets underway.
If you or your clients are new to the world of donor-advised funds (DAFs), you may be wondering where and how to start. At NPT, the donor can complete the DAF set-up process via NPT’s online portal, Givin...
If you or your clients are new to the world of donor-advised funds (DAFs), you may be wondering where and how to start. At NPT, the donor can complete the DAF set-up process via NPT’s online portal, GivingPoint, and can initiate contributions right away. To help you navigate the process, we are providing this step-by-step guide.
With so many ways to support charitable causes, it can be difficult for donors to identify which giving vehicle(s) may best align with their philanthropic strategy. We have compiled a list of available opti...
With so many ways to support charitable causes, it can be difficult for donors to identify which giving vehicle(s) may best align with their philanthropic strategy. We have compiled a list of available options to help donors familiarize themselves with the basics.
Recruiting the people in your life to give time and money to your favorite nonprofit organization can be intimidating. If you are ready to introduce your family and friends to fundraising for your favorite ...
Recruiting the people in your life to give time and money to your favorite nonprofit organization can be intimidating. If you are ready to introduce your family and friends to fundraising for your favorite cause(s), here are ten expert tips from our team.
Since NPT and PayPal partnered to debut Grant Payments in August 2022, the program has electronically disbursed over $65 million in grants to charitable causes. Learn how donors have benefitted from going p...