Philanthropic Consulting

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

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

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 Solutions Group is here to help.


Give Strategically

Developing a philanthropic strategy can seem like a daunting prospect, but with our Philanthropic Solutions Group’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 Consulting services can support your giving strategy, fill out the form below and a member of our team will reach out to you:

  • This field is for validation purposes and should be left unchanged.


Explore Areas of Interest

Finding an issue–or several issues–you care about and deciding which organizations to support can be overwhelming. The Philanthropic Solutions Group 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.

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We Can Support You in Other Ways:

Premier Donor Group

For donors belonging to the Premier Donor Group at NPT, our Philanthropic Solutions Group offers unique-to-you concierge support to ensure Premier Donors achieve a lasting charitable legacy. This exceptional support includes, but is not limited to:

  • A dedicated relationship manager serving to help premier donors refine and execute their charitable giving plan.
  • A comprehensive progress review held during an annual meeting with your personal philanthropic concierge.
Collaborative Giving

The Philanthropic Solutions Group 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 Solutions Group, 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 from our thematic portfolios:

  • Equity and Inclusion
  • Environmental Stewardship
  • Gender Lens
  • Broad Social Impact

You can also choose to develop a customized impact investment portfolio where you may recommend private investments from a curated menu of pre-approved options.

Other Ways to Give

In addition to offering donor-advised funds, NPT provides several other paths to furthering our mission of increasing philanthropy in society. Donors who are curious to explore the other charitable giving options available to them can consult with our Philanthropic Solutions Group.

  • 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.
  • 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.

Downloadable Issue Guides and Donor Primers

Defining Your Philanthropic Legacy

Taking proactive steps to reflect on your values and giving goals can help you prioritize your current giving and communicate your intentions for the future.

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Disaster Giving: An Issue Guide for Donors

Research demonstrates that philanthropic giving after disasters often falls short of meeting the full need of the individuals and communities impacted.

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Defining Your Philanthropic Strategy

Once you’ve opened and funded your DAF, you can recommend grants right away—but you may also want to take some time first to think about your personal philanthropic strategy.

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Addressing the Climate Crisis

With climate change no longer an abstract threat, NPT’s team of experts has developed an informative guide for donors seeking to be part of the solution.

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Anti-Racism Primer for Donors

This primer was written for individuals and families who wish to explore how their philanthropy can support racial equity and racial justice initiatives.

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Direct Cash Giving Primer

Direct cash giving is an approach to reducing poverty through unrestricted payments directly to low-income individuals and households.

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Trust-Based Philanthropy: A Primer for Donors

Trust-based philanthropy is a charitable approach that reimagines the relationships between donors, nonprofits and communities to rebalance power and decision making.

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Support for Donor Collaboratives

Collaborative giving allows like-minded individuals, families and institutions to pool their charitable resources to have a more substantial impact on the issues that matter most to them.

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Explore More Insights

Hyatt Hotels works with NPT to facilitate their Community Grants program.
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We're here to help you define your philanthropic strategy.
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Sometimes donors have questions about how DAFs can—and cannot—be used.
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All fees for philanthropic services are payable directly from your donor-advised fund. If you are interested in learning more about these services and how they can be customized to meet your needs, please contact our Philanthropic Solutions team at or (888) 878-7900.

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From The Philanthropic Solutions Group

Trust-Based Philanthropy: A Primer for Donors 

Trust-Based Philanthropy: A Primer for Donors 

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How Donors Can Support Refugee and Humanitarian Organizations Helping Ukraine

How Donors Can Support Refugee and Humanitarian Organizations Helping Ukraine

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Four Strategies for Impactful Disaster Relief Giving

Four Strategies for Impactful Disaster Relief Giving

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