Impact Investing with Your NPT DAF

National Philanthropic Trust offers impact investing solutions for donor-advised funds, helping donors align charitable capital with measurable social and environmental outcomes while pursuing competitive financial returns.

As impact investing has evolved into a more powerful tool for good, so too has National Philanthropic Trust’s impact investing platform. Today, NPT helps donors achieve their philanthropic goals by offering both a thematic impact portfolio and private impact investing solutions for their donor-advised funds (DAFs).

Developed in partnership with CapShift, the preeminent provider of impact investment solutions, our platform offers donors two primary options:

• Our Broad Social Impact portfolio actively pursues social and environmental solutions alongside competitive financial returns, provide donors with a complete, diversified allocation strategy in a single investment vehicle.
• For donors looking for a more personal approach to their investing strategy, NPT partners with CapShift to offers customized impact investing portfolios that help amplify your giving for the causes you care most about.

Get Started with Impact Investing

1. Open a donor-advised fund with NPT.
   You can open an NPT DAF within minutes on NPT GivingPoint.
2. Choose your impact investments.
   You can allocate up to 100% of the assets in your NPT DAF to be invested in our thematic portfolio or in customized investment opportunities.
3. Reallocate at any time.
   You can select impact investments at account opening or at any time using NPT GivingPoint. If your impact priorities shift, simply submit an Investment Reallocation form.

Open a DAF

Broad Social Impact Portfolio

Our Broad Social Impact portfolio is designed to advance solutions to global challenges, including financial inclusion, climate change, conservation, access to healthcare, equity and inclusion, and proper corporate governance. The portfolio seeks long-term capital growth and preservation with growth and higher risk.

Strategy:

Customized Impact Investments

Donors who wish to build a customized impact investment portfolio to support their personal philanthropic vision may recommend private investments.

We realize that grantmaking alone will not solve the most complex problems facing society. With impact investing, donors can amplify their impact by aligning their grants—in support of causes like renewable energy, gender equity or affordable basic services in housing, education and healthcare—with investments that also champion solutions in these areas.

Please note that these options are available to DAF accounts of $500,000 or more; if you are a new donor, you will need to fund your new DAF account at this level to be eligible.