DAF Insights for Advisors

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.

Charitable 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.

Strategies 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.

Charitable 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.