Main Navigation Trigger

Giving Season Activation Toolkit for Advisors

 

Download the Giving Season Activation Toolkit for best practices on engaging clients about donor-advised funds (DAFs) and year-end giving. Use it to identify ideal clients, prepare with insightful prompts and communicate using ready-made email templates and social posts.

 

  • This field is for validation purposes and should be left unchanged.
NPT Windmill Footer Background Image

For Advisors

Read more about how NPT supports financial advisors like you.

Learn More