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• Planned Giving

With NPT, organizations are free to focus on fulfilling their mission since the National Philanthropic Trust's professional staff manages the administration and financial oversight of their endowment program. Establishing an organization endowment fund with NPT offers:

Permanence
Donors know that their contribution will stay in the community to endow an organization in whose purpose they believe. 

Stewardship
People who make endowment gifts want to be certain that their contribution will be treated as an endowment and not readily used to meet an organization's short-term needs. Your agency can put its time into pursuing its mission, secure in the knowledge that your donors' gifts are under the stewardship of NPT. 

Income
An endowment provides a relatively constant source of income.

Stability
An endowment at NPT provides the stability of long-range financial planning, carefully managed by the Investment Committee of the Board of Trustees.

Visibility
Through NPT's annual report, website, and other publications, the existence of such endowments and their availability to other donors is prominently publicized. 

Expanded Donor Base
Your fund will be in an excellent position to receive the widest range of gifts from your donor base, as well as from other donors throughout your community.

Investment Expertise
With over $422 million in invested charitable assets, the size of NPT's holdings assures substantial efficiencies and economies of scale. As a result, investment fees are generally more favorable than might otherwise be possible. Donors can be assured of sound financial management for their contributions; nonprofit organizations can be confident that total returns will be maximized.

Access to Planned Giving Tools
NPT's professional gift planning staff will help your donors structure current and deferred gifts to your endowment. We will provide technical assistance with planned giving education, appropriate legal language for additions to the fund, and guidance for developing fundraising publications. 

Convenience
Establishing an endowment fund with a minimum gift of $25,000 is very simple. Responsibility for managing the fund, reporting to the Internal Revenue Service, preparing quarterly statements, and distributing income, lies with NPT. Due to new FASB regulations, the assets in the endowment can continue to be recorded on the nonprofit's balance sheet, though they are legally held and managed by NPT.