Resource Library

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Covid 19 Impact Investing Open A DAF Account

National Philanthropic Trust offers resources to help you understand the charitable landscape and inform your philanthropy.

Learn what’s best for your client: a private foundation or a DAF.

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.

Can I use my DAF for that?

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.

A uniquely flexible donor-advised fund.

We can help you achieve your philanthropic goals by making your contributions, investments, grantmaking and succession planning as flexible and effective as possible.

Access partner resources.

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.

2019 DAF data highlights.

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.

Amplify your impact.

NPT offers four thematic impact investment portfolios to help donors actively pursue social and environmental solutions alongside competitive financial returns.

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Three key moments to talk about DAFs.

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.

Contribute complex assets.

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.

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Explore how to talk about DAFs.

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.

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Learn about tax advantages for contributing securities.

Use our convenient calculator to learn about the kind of tax savings you can expect when you donate appreciated securities directly to a DAF.

Charitable strategies for business transitions.

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.

Four reasons to talk to your clients about DAFs.

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.

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Resource Library

National Philanthropic Trust offers resources to help you understand the charitable landscape and inform your philanthropy.

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