Philanthropic Advising

NPT’s Philanthropic Advising team works with donors to develop personalized giving strategies that maximize charitable impact.

It is the mission of NPT’s Philanthropic Advising team to see every donor achieve their charitable vision. With this mission in mind, our team of experts is here to support you throughout your philanthropic journey.

One of the ways we do this is through personal, customized Philanthropic Advising services.

Consult with Philanthropy Experts

Offering in-depth guidance covering a range of giving-related topics and geographies, our understanding of the philanthropic landscape makes us an invaluable donor resource. Our team is composed of professionals with decades of experience in nonprofit and philanthropic strategy.

Whether you are just starting your philanthropic journey, looking to scale up your giving, or planning to make a strategic shift in how you give or what issues you care about most, the Philanthropic Advising team is here to help.

Give Strategically

Developing a philanthropic strategy can seem like a daunting prospect, but with our Philanthropic Advising team’s assistance, it doesn’t have to be a challenge. If you are looking to establish a clear sense of direction for your philanthropy, our team of experts will provide the personalized guidance you need to make the most of your giving.

We can help you identify your philanthropic interests and create a mission or define the focus for your giving.
We can conduct tailored, in-depth research on specific issues and geographic areas that matter most to you.
We can help you create a framework for how to measure your giving that works for you and your grantees.
We can help you define your philanthropic legacy with a plan that proactively indicates how you would like your giving goals to be pursued beyond your lifetime.
We can offer support for your donor collaborative to help you hone your donor stewardship plan, convene your partners, communicate your project’s impact and evaluate outcomes.

To inquire about how our Philanthropic Advising team‘s services can support your giving strategy, fill out the form below and a member of our team will reach out to you:

Explore Areas of Interest

Finding an issue — or several issues — you care about and deciding which organizations to support can be overwhelming. The Philanthropic Advising team can assist you in narrowing your focus and exploring ways in which you can make the most of your donor-advised fund.

We assist you in researching specific issues and equip you with the tools and analysis needed to explore potential grantees and consider your approach to giving.
We provide guidance in making grants close to home or to charitable organizations outside the U.S.
We can craft specialized grant agreements that stipulate naming rights, reporting requirements, the provisions of a challenge or matching grant or any other terms that matter to you.
We offer Field Scans, or research that helps situate you within a giving issue area by sharing relevant trends, similar funders to explore, and potential funding gaps.

Opportunity Outlines

With customizable Opportunity Outlines, NPT's philanthropic experts can collaborate with donors and advisors to put research into action.

Learn More

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We Can Support You in Other Ways:

Premier Donor Group

NPT offers Premier Services for donors with significant charitable assets to help them achieve a lasting charitable legacy. This exceptional support includes, but is not limited to:

A dedicated relationship management team to help donors refine and execute their charitable giving plan.
On-demand support for complex contributions.
Coordinated assistance with grant planning, structuring, and execution across domestic and international grants.

Collaborative Giving

The Philanthropic Advising team offers both critical insights and a straightforward framework through which to promote effective cooperation between like-minded charitable partners.

We offer giving vehicles that allow you to pool resources with other donors to increase support for specific causes, such as advised funds, foundation-advised funds, and corporate-advised funds.
We provide expert guidance to inform your strategy and strengthen your partnerships.

Family Giving

Giving as a family can bring generations together. But creating a common language and vision for giving among family members can be a challenge. With the support of our Philanthropic Advising team, you can explore ways to learn, and give, as a family.

We help you engage the next generation to create a legacy of philanthropy.
We offer flexible legacy planning, including naming charitable beneficiaries and successor advisors of your donor-advised fund.

Impact Investing

Through our partnership with CapShift, NPT offers donors the opportunity to cultivate their personal philanthropic vision through focused impact investing, a strategy which aims to align your investments with your charitable priorities. You can choose to invest in our Broad Social Impact portfolio, or you can also choose to develop a customized impact investment portfolio where you may recommend private investments.

Other Ways to Give

In addition to donor-advised funds, NPT offers other charitable giving options to support donors in their philanthropic pursuits.

Giving donors more control than a DAF and less administrative work than a foundation, NPT can establish a Type 1 Supporting Organization, which offers the same tax advantage as a donor-advised fund.
As a dual-qualified charity, NPT Transatlantic offers donors who pay taxes in both the U.K. and the U.S. the ability to claim U.K. tax relief and receive a tax deduction in the U.S. The program is supported by NPT’s affiliate, NPT UK, which provides donor-advised funds to donors around the world who which to base their philanthropy in the U.K.
Other approaches to charitable giving that our group can develop with you include designated funds and field of interest funds.
For donors who wish to contribute assets that will generate unrelated business taxable income (UBTI) in a DAF, NPT offers an affiliate: NPT Charitable Asset Trust, a public charity in the trust form.

FAQs

What does a philanthropic advisor do?

A philanthropic advisor can help donors define their giving goals, research causes, find and vet high-impact charitable organizations, develop or refine a giving strategy, and build a strategic charitable giving plan tailored to their values, aspirations, and financial situation. Philanthropic advisors also work with families to support multi-generational giving, guide learning, and assess impact.

What is philanthropic advisory?

Philanthropic advisory is a personalized service where experts guide donors through the process of giving more effectively — from identifying causes to measuring impact.

What is the average fee for a philanthropic advisor?

Because advising is customized to every donor, fees vary. NPT’s philanthropic advising fees are payable directly from your donor-advised fund, in most cases. For more information, contact philanthropicadvising@nptrust.org or (888) 878-7900.