Sponsor Donation Recommendations
DAFScore™ : 4.25
Rank : 4.25
AUM
$21.6B
Number of Accounts
14,372
Minimum Balance
$1,000
Initial Contribution Minimum
$10,000
Grant Minimum Amount
$250
Grant Timing
Within 1 Week
Investment Options
More than 10
Administrative Fee
0.6 - 0.9%
Since 1996, National Philanthropic Trust (NPT) has been dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their philanthropic aspirations. NPT ranks among the largest grantmaking institutions in the United States and is led by a Board of Trustees composed of nationally-known experts in philanthropy and business.
DAF Details
International Granting
Accepts Illiquid Contributions
Ability of 3rd Party Advisors
Political or Religious Affiliation
Sell Their Own Financial Products
Tax Requirements
Minimum Grant Frequency Requirement
Provides Anonymity if Requested
Transferability to Another Sponsor
No History of Security Breaches
Customer Service Resources & Quality of Service
Good
Online Access and Ease of Use
Good
More Information
Sponsor Organization
nptrust.org
Sponsor Donation Recommendations
None
International Granting
NPT offers four options for international philanthropy. Donors may recommend grants: 1.)To U.S.-based charities with a global mission 2.)To intermediary charities 3.)Directly to a charitable organization outside the United States via Equivalency Determination (ED) 4.)Directly to a charitable organization outside the United States via Expenditure Responsibility (ER)
Accepts Illiquid Contributions
NPT accepts the widest range of assets of any charitable organization. These include: cash, publicly traded securities (including stocks, bonds, and mutal fund shares), restricted and controlled stock, privately-held stock, real estate, proceeds from life insurance, private foundation grants or terminations, bequests amd testamentary gifts, remainder interest from a charitable remainder trust, various retirement account assets, tangible personal property, and cryptocurrency.
3rd Party Advisors
Your DAF may have multiple secondary advisors which may be given authority to recommend both grants and investment allocations. You may also assign a financial advisor or other investment professional. Financial advisors may have read-only access to view account activity or full access to recommend new investments and grants.
Political or Religious Affiliation
NPT is independent of any religious or political organizations.
Sell Their Own Financial Products
None
Tax Requirements
There is no tax code requirement for DAF donors to meet a minimum payout requirement.
Minimum Grant Frequency
A grant must be made at least every 3 years.
Overall Grant Restrictions
NPT will not approve grants to individuals, private non-operating foundations, or non-functionally integrated Type III supporting organizations. Other restrictions may apply.
Provides Anonymity
NPT encloses a grant letter to the recipient charitable organization that indicates the purpose of the grant and the DAF account from which the grant was funded, unless anonymity is requested
Investment Options
NPT offers more than 10 diverse investment options that include model portfolios, money market funds, and segregated accounts.
Transferability to Another Sponsor
Assets can be transfered to another DAF sponsor that is also a 501(c)(3) charitiy.
History of Security Breaches
None
Administrative Fees
0.85% on the first $250,000; 0.70% on the next $250,000; 0.60% on the next $500,000; 0.45% on the next $1.5 million; 0.25% on the next $2.5 million; 0.15% on the next $5 million; 0.10% above $10 million
Customer Service
Dedicated team for support. • 888-878-7900 • npt@nptrust.org
Online Access & Ease of Use
Online platform
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