Donor-advised funds (DAFs) are a powerful charitable planning tool for you and your clients.
Download our Giving Season Activation Toolkit for strategies on engaging clients about DAFs and year-end giving.
With this toolkit, you can:
- Identify ideal candidates for a DAF and use targeted conversation prompts
- Communicate effectively with ready-to-send email templates and social media posts
- Keep clients engaged with insightful DAF resources
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Complete this form to download the latest toolkit in NPT’s DAF Insights for Advisors series or continue scrolling to discover additional resources:
Interested in learning more? Keep scrolling to find links to other DAF Insights and relevant resources. If you have any questions—or if you want to explore one of these strategies for your clients’ philanthropy—reach out to us any time.
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Explore More DAF Insights
Empowered Giving through Non-Cash Contributions
Donating non-cash assets to a DAF is a tax-efficient philanthropic strategy. Learn how donors have converted a wide range of assets into charitable capital, and explore ways to simplify the process.
Read MoreCharitable Strategies for Private Equity Professionals
Private equity (PE) professionals can make a significant philanthropic impact with their wealth. This piece explores potential PE gifts your clients may consider and how NPT handles these contributions.
Read MoreStrategies for Donating Restricted and Control Stock
Founders, executives and board directors may not fully understand the charitable potential of the restricted and control stock in their portfolios. Learn how NPT can help convert these assets to philanthropic capital.
Read MoreCharitable Strategies for Business Transitions
The sale of a privately-held business has incredible philanthropic potential. Learn more about how including a charitable component in your transition plan can be tax-effective and impactful.
Read MoreDAF Insights for Advisors
Our blog series offers explorations of trends, topics and strategies for DAF giving, aimed at financial advisors and other wealth management professionals.
Read MoreAccess partner resources.
We've compiled a group of some of the most relevant articles and brochures to aid your conversations with clients about how they can manage their philanthropy, and how a DAF can help.
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