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Members of National Philanthropic Trust’s Premier Donor Group receive the support of a dedicated relationship manager—your personal philanthropic concierge—to help you refine and execute your charitable giving plan. We get to know your needs and what inspires you so that we can provide personal guidance throughout your philanthropic journey.
The additional services available to the Premier Donor Group include:
Grantmaking support: Depending on your needs and wishes, your philanthropic advisor will work with you to craft customized agreements specifically tailored to your unique intentions.1 For instance, we can develop grant agreements that stipulate naming rights, reporting requirements, the provisions of a challenge or matching grant or any other terms important to you. We also provide international grantmaking. Finally, to help you deliver support quickly to qualified charitable recipients both within the U.S. and abroad, we offer expedited grant review and processing on request.
Impact investing: You have access to a selection of industry-leading impact investment offerings, allowing you to align the investment strategy of your donor-advised fund with your philanthropic goals.
Progress review: You can review the status of your grantmaking and other performance indicators during an Annual Review meeting with your personal philanthropic concierge and, when applicable, other NPT experts.
To learn more about how we can help you, please contact Director of Premier Donor Services Trina Middleton at email@example.com or (215) 302-4106.
1 Members of the Premier Donor Group receive a set number of complimentary grant agreements and international grants annually. Not all donor-advised fund accounts qualify for membership in the Premier Donor Group. Contact us to learn more.