The NPT DAF for UBS

For more than a decade, National Philanthropic Trust has fostered charitable giving as the sponsor and administrator of the UBS Donor-Advised Fund (DAF). NPT is proud to continue to work with UBS advisors and their clients, now under the name of NPT Donor-Advised Fund.

 

As always, NPT approaches its work to support advisors with innovation, collaboration and versatility. NPT continues to provide charitable giving support to help donors support the causes they care about and achieve their philanthropic goals.

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Why NPT?

Benefits for all donors:

– Low initial minimum contribution of $10,000

– Streamlined, online account management

– Responsive Donor Relations Team

➜  Read more about NPT DAF accounts

Additional benefits for donors with segregated accounts:

– Customized solutions to complex giving and investment situations

– The ability to have your financial advisor recommend a custom investment strategy, with a wide range of pre-approved asset classes

➜  Read more about segregated accounts

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.How a Donor-Advised Fund Works

Tools and Resources

DAF Insights Series

Strategy brochures for donors:

Defining Your Philanthropic Strategy (NEW)

 Essentials of Year-End Giving (2021)

 Empowered Giving Through Non-Cash Contributions

 Planning a Charitable Legacy

➜  Charitable Strategies for Business Transitions

➜  Charitable Strategies for Restricted and Control Stock

DAF Insights for Advisors Blog Series: Read here

 

GivingPoint Resources

• Explore your new donor portal: GivingPoint

• Read about GivingPoint’s functions and features: Experience a Better Way to Give

• Learn how to open a new DAF with GivingPoint: How to Open a DAF Online

 

Additional Resources for Advisors

• Find the NPT professional in your region: See map

• Review the guidelines for contributing illiquid assets: Learn more

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Tips for Charitable Giving