Both giving vehicles allow families to collaborate and, depending on the DAF sponsor, to establish a philanthropic legacy in perpetuity. Here are a few tips to help your clients make the best choice for their giving.
This blog series examines some of the most common questions from donors, their advisors, and even the charities they support about how DAFs can—and cannot—be used.
We can help you achieve your philanthropic goals by making your contributions, investments, grantmaking and succession planning as flexible and effective as possible.
We’ve compiled a group of some of the most relevant articles and brochures to aid your conversations with clients about how they can manage their philanthropy, and how a DAF can help.
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 2019 Donor-Advised Fund Report.
NPT offers four thematic impact investment portfolios to help donors actively pursue social and environmental solutions alongside competitive financial returns.
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.