Our Philanthropic Services team offers concierge support to help donors achieve a lasting charitable legacy.
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.
Additional services available to the Premier Donor Group include:
Grantmaking support: Your philanthropic concierge can work with you to craft customized grant agreements specifically tailored to your unique intentions, for example stipulating naming rights, or adding provisions of a challenge or matching grant. We also provide international grantmaking guidance to assist with expanding your philanthropic impact.1 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.
NPT’s philanthropic specialists help donors take advantage of these service offerings to achieve their charitable vision. Below are just a few examples of how our team works with Premier Donors in support of their philanthropic goals:
- For a Premier Donor whose intention was to support healthcare facilities in Colombia, we facilitated international grants to hospitals focused on combating the COVID-19 pandemic. For another donor dedicated to supporting a small orphanage and school in Uganda, we’ve sent funds for needs ranging from teacher salaries to battling a cholera outbreak.
- Grant agreements may include specific terms to fulfill a charitable intent. Our team worked with a donor on a special project focused on providing funds to sixteen grassroots non-profits within communities of color in Los Angeles. Grant agreements were created to request reporting on the use of funds.
- Another Premier Donor was able to establish a named scholarship to a cultural immersion program for new immigrants to the US from China. A grant agreement memorialized the intent for the use of funds and the name of the scholarship.
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.