Even if you know what to talk about when it comes to DAFs, it can be hard to know how—and when—to start. This resource helps you identify the best moments to bring up the topic at a client/advisor meeting.
NPT is willing to explore contributions of every type, from cryptocurrency to closely held business interest. Our charitable experts assist donors and advisors through every step of the process.
Many financial advisors procrastinate on bringing up philanthropy with their clients—even though it’s important to start the conversation early. Here’s a roadmap for the charitable conversation.
Use our convenient calculator to learn about the kind of tax savings you can expect when you donate appreciated securities directly to a DAF.
The sale of a privately-held business has incredible philanthropic potential. Learn more about how including a charitable component in your transition plan can be tax-effective and impactful.
Financial advisors sometimes find starting a discussion around giving to be a bit awkward. But delaying the conversation could be a mistake. Here’s why you should talk about giving today.
Uniquely flexible and easy to use, NPT’s donor-advised fund is designed to support your personal charitable mission, as it stands now and as it evolves.
NPT serves thousands of donors in the US and around the world, providing expert philanthropic guidance and administrative services.
Donor-advised funds are the fastest-growing and most popular charitable giving vehicle. For a look at trends in DAFs, explore highlights from NPT’s 2018 Donor-Advised Fund Report.
A donor-advised fund is an easy, efficient way to manage your charity. NPT offers these guidelines to help donors understand the do’s and don’ts of grantmaking with a DAF.
NPT’s research can help you decide which charitable giving vehicle is right for you. Learn about some of the differences between DAFs, supporting organizations and private foundations.