Enhanced Giving: Helping Your Clients Leverage NPT’s Philanthropic Solutions Group 

As a financial advisor, your role extends beyond wealth management—it encompasses helping clients achieve their philanthropic aspirations. Strategic charitable giving is an essential part of many clients’ financial plans, yet navigating the complexities of philanthropy can be challenging.  
 
According to a 2023 Charities Aid Foundation study: 42% of advisors expressed interest in increasing their knowledge of philanthropic topics, but one out of every five advisors surveyed admitted not knowing where to direct their clients for next steps. Recognizing when to connect your client with the subject matter experts at National Philanthropic Trust (NPT), can make a wealth of difference over time.  
 
NPT’s Philanthropic Solutions Group is dedicated to supporting advisors and their clients in developing and executing tailored charitable giving strategies. Through a personalized approach and unique service offerings, we help donors maximize their impact, align their giving and values, and create a legacy that can last for generations.  
 
Ahead of your next check-in, consider your clients’ current charitable giving goals. What are they interested in or passionate about? Are they new to philanthropy? Would they like to be doing more?  Chances are, NPT’s Philanthropic Solutions Team can help your client at any point along their philanthropic journey:  

For clients new to charitable giving:  

Creating a philanthropic strategy can often feel overwhelming for those just starting out. NPT’s Consulting team offers deep insights into charitable giving strategies, issue areas, and grantmaking best practices by helping your clients by:  

• Identifying key areas of interest and values-driven objectives, helping donors define their philanthropic giving. 
• Providing tailored research on specific causes, organizations, and geographic regions of interest.

For clients looking to accelerate their impact:  

Have your clients expressed interest in more sophisticated giving or expanding their philanthropic goals? NPT can assist donors in refining their focus and determining how to make the most of their DAF: 

• Providing guidance on both domestic and international grantmaking. 
• Drafting customized grant agreements with stipulations such as naming rights, reporting requirements, or challenge grants. 
• Establish a framework for impact measurement to track the effectiveness of their giving and ensure alignment with their goals. 

For clients seeking to align their values and their investments:  

Through our partnership with CapShift, we offer clients opportunities for NPT donors to integrate impact investing into their philanthropy. Donors can select from thematic portfolios, such as Environmental Stewardship, Gender Lens Investing, Broad Social Impact, and Equity and Inclusion.  

• For those seeking a bespoke approach, we also provide guidance on customized impact investment portfolios, allowing clients to recommend private investments from a curated selection of pre-approved options. Additionally, NPT works with CapShift to provide due diligence on impact investment opportunities sourced by a donor.  

For clients interested in family philanthropy: 

Incorporating philanthropy into family wealth planning can foster a sense of shared purpose and create a lasting multi-generational legacy. Studies show that 91% of high-net-worth families believe that engaging younger generations in philanthropy helps instill financial responsibility and family values (U.S. Trust Study of High Net Worth Philanthropy). To facilitate this, we help clients: 

• Engage the next generation in philanthropic decision-making through structured family discussions, mission statements, and collaborative grantmaking. 
• Develop flexible legacy planning strategies, including naming charitable beneficiaries, structuring multi-generational donor-advised funds (DAFs), and appointing successor advisors to ensure long-term philanthropic continuity. 

For higher net worth clients: 

Affluent donors often seek a more strategic and personalized approach to charitable giving. Research shows that 60% of ultra-high-net-worth individuals prefer working with dedicated philanthropic advisors to maximize their impact (Bank of America Philanthropy Report). To support these clients, NPT offers a suite of Premier Donor services to donors with a DAF account balance above certain thresholds: 

• A dedicated relationship manager who provides tailored philanthropic guidance, grantmaking strategy, and impact measurement insights. 
• An annual strategic review to assess giving effectiveness, refine goals, and adapt charitable plans based on evolving financial priorities and philanthropic interests.

Partnering for Philanthropic Success 

Savvy advisors recognize and appreciate the value of maintaining a well-rounded client relationship. Beyond the numbers, exploring your clients’ motivations—including the motivation to give to others—helps you expand their broader wealth management strategy. By leveraging NPT’s Philanthropic Solutions Group, you can offer your clients a robust suite of services designed to enhance their giving and create meaningful, lasting impact. 

For more information on how our Philanthropic Solutions Group can support your clients’ giving strategies, visit nptrust.org or contact our team at philanthropicsolutions@nptrust.org or (888) 878-7900.