National Philanthropic Trust

At NPT, our donors support a wide variety of causes. Recently, one donor recommended a $100,000 grant to support a first-class symphony orchestra. Through NPT DAFs, we help donors fulfill their charitable vision. #GivingSeason #Philanthropy

Join the NPT team at the estate planning event of the year, Heckerling Institute on Estate Planning at the University of Miami School of Law. Visit Booth #413 to discuss donor-advised funds (DAFs) and how they can be used to establish lasting charitable legacies for your clients. Need to discuss a specific client scenario? Request a meeting with a member of our team: https://bit.ly/3NIAttW #ForAdvisors #Philanthropy #Heckerling2025 Jeff Gerold CFP® CEPA Lisa Barr, CAP® Ethan Burke

To best serve our donors during the most charitable time of the year, we are offering extended hours through December 31st. You can reach our Donor Relations Team at 888-878-7900 or visit Giving Season Central to learn more: https://bit.ly/35s7kwh This season and always, we're proud to be your partner in giving. #Philanthropy #GivingSeason

National Philanthropic Trust is pleased to announce the appointment of two new board members. “On behalf of NPT, I am delighted to welcome Warren Thaler and Tamara (SEA) Watts to our Board of Trustees,” says NPT CEO Holly Welch Stubbing. “Warren’s significant investment expertise and Tamara’s extensive tax-exempt legal knowledge will prove valuable to NPT’s mission of increasing charitable giving worldwide." Read the full press release: https://bwnews.pr/3BpA64F #Philanthropy #Leadership

Nonprofit organizations rely on end-of-year grants to support ongoing programs, future growth and new initiatives. To ensure your grantmaking positively impacts the issue areas you care about most, here are five tips for year-end giving. #GivingSeason #Philanthropy

Refer to these important dates to ensure that your contributions—of any type—are received by December 31. Following these guidelines will help to ensure that NPT receives your contributions by December 31 for treatment as a 2024 gift. Learn more on Giving Season Central: https://bit.ly/35s7kwh #GivingSeason #Philanthropy

We’re here to help our donors help others. Recently, one donor recommended a $1,000 grant to support collecting and distributing new, unwrapped toys for children in need this holiday season. Our donors continue to #keepthegenerositygoing. #Philanthropy #GivingSeason

Following the market’s strong performance, portfolios may contain highly appreciated assets. Now’s the time to consider contributing to a donor-advised fund (DAF). Your clients can: ➡️ Claim a tax deduction on the fair market value. ➡️ Avoid capital gains tax. ➡️ Direct up to 20% more to charity. Learn more: https://bit.ly/3c1OTTD #ForAdvisors #Advisors #Philanthropy

Many of your favorite charities will be making their year-end appeals soon. Follow these deadlines to ensure that your support will be counted this year. Visit Giving Season Central to learn more: https://bit.ly/35s7kwh #GivingSeason #Philanthropy

NPT's recently released 2024 DAF Report found that grants from DAFs to qualified charitable organizations totaled an estimated $54.77 billion in 2023. Read about the most pivotal takeaways and notable findings from this year's report. #2024DAFReport #DAFReport #Philanthropy