You can recommend a grant from your fund to a charitable organization of your choice at any time.  The process is simple and can be done online or by submitting a completed Grant Recommendation Form (PDF).

Eligible Grant Recipients
Grants can be made to charitable organizations that are tax-exempt under IRS Code Section 501(c)(3) and are public charities under Code Section 509(a).  Eligible public charities include:

  • Museums and arts organizations
  • Schools and educational institutions
  • Environmental organizations
  • Hospitals and health care organizations
  • Scientific and medical research institutes
  • Religious organizations and places of worship
  • Any other organizations or institutions established for charitable purposes

Foreign Charitable Organizations
You may recommend grants to foreign charities.  Additional fees will be charged to your account for the extra due diligence and processing costs.  Please contact NPT at 1-888-878-7900 for a fee schedule and requirements to recommend a grant to a non-U.S. charity.

Ineligible Grant Recipients
NPT will not approve grants to:

  • Individuals
  • Private foundations (except for private operating foundations)
  • Political campaigns, candidates or to support lobbying activity
  • Fulfill an existing pledge (an existing pledge is one made before this grant has been approved by NPT)
  • Pay for dues, membership fees, tuition, goods from charitable auction, or other goods or services

Donor Recognition or Anonymity
When you recommend a grant you may choose a number of ways to be recognized: 

  • Your donor advised fund account name only.
  • Your name as well asyour donor advised fund account name.
  • In honor of, or in memory of someone.
  • Remain anonymous and not be identified.

Number of Grants
You may make an unlimited number of grants from your donor advised fund.

Grant Minimum
The minimum grant amount you can recommend is $250.

Grantmaking Highlights
When recommending a grant it is helpful to keep these things in mind that will help expedite your grantmaking:

  • Grants recommendations can be made online, via fax or mail.
  • Grants can only be made to qualified charities.
  • Each grant must be at least $250.
  • You may receive recognition for your grant or remain anonymous.
  • You may recommend that your grant be made on a recurring basis.
  • All grant recommendations are subject to the review and approval of NPT's Board of Trustees.