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LEARN HOW
NPT's free practical guide for advisors gives the top
10 reasons to discuss charitable giving with your clients and many talking points.
Since NPT's professional staff manages all the administration and financial reporting, this allows your clients to focus their energy on giving. Among the many benefits of working with NPT:
Simplicity
- Paperwork that is quick and easy.
- Avoid the costs and effort involved with starting and maintaining a private foundation.
- Save time and paperwork through the use of secure Web account access and the ability to recommend grants online.
Tax Benefits
- Receive greater tax advantages when they open a donor advised fund or supporting organization with NPT than when they start a private foundation.
- Avoid capital gains tax on donated securities and on future account growth.
- Donated assets can grow tax-free.
Flexibility
- Donor advised funds and supporting organizations allow individuals and families to make gifts in cash, securities, real estate, and life insurance.
- Recommend grants to over 950,000 public charities and religious organizations nationwide.
- Ability to make grants to foreign charities.
- Grant anonymously, or be recognized for specific or all grants.
Accessibility
- Online access to allow donors to monitor account activities, grantmaking tools to research charities and recommend grants, administer their contact information, update their succession plan and more.
Expertise
- A team of philanthropic professionals with over 100 years of experience well-versed in all the details of charitable giving.
- NPT offers a valuable resource to families with members who want to support charities in different locations.
- Expertise in structuring a plan to help your clients establish an enduring legacy.
CLIENT BENEFITS
"[Donor Advised Funds] offer tremendous convenience. They help donors research grantees, and by lowering start-up costs...they actually encourage [donors] to give more."
Bill Bradley, Paul Jansen & Les Silverman
Harvard Business Review
