How to Set Up and Manage an NPT Donor-Advised Fund: A Complete Step-by-Step Guide

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ow to Open and Manage a DAF Account with NPT: Step-by-Step Donor-advised funds (DAFs) enable individuals to donate to a public charity, receive an immediate tax deduction, and then recommend charitable grants over time. National Philanthropic Trust (NPT), recognized as one of the nation’s largest independent DAF providers, supports donors through its GivingPoint portal, accepts a broad assortment of assets such as real estate and cryptocurrency, and offers options for including family members or financial advisors in the giving process. What follows is an updated guide that walks you through establishing and overseeing a DAF with NPT. Snapshot: What to Know First Minimum contribution to open a U.S. DAF with NPT: $10,000. Eligible assets: cash, publicly traded securities, privately held stock, real estate, cryptocurrency, and other non-cash property (subject to review and liquidation procedures). Managing your account: The GivingPoint portal serves as the hub for registration, funding, grant recommendations, contributions, and advisor access. Common minimum grant recommendation: $250, as described in NPT’s donor guidance. Part 1 — Before You Apply: Preparation Steps Start by selecting donor(s) and identifying advisor(s) or successor advisors. NPT permits multiple advisors, but minors typically cannot serve in these roles until they are 18. Choose a fund name—this may reflect a philanthropic goal or remain anonymous depending on your preferences. Collect the necessary personal or organizational information: legal name, date of birth or tax ID, mailing address, phone number, and email. Organizations will also need operational documents and authorized-signer details for the GivingPoint registration process. Consult a tax advisor to understand how using appreciated assets like securities, crypto, or real estate may impact your tax planning. Many donors choose appreciated assets to maximize deductions and avoid capital gains. Part 2 — Opening Your DAF: Detailed Steps 1. Set Up a GivingPoint Account Create an account on NPT’s GivingPoint portal by selecting “Register as a New User,” setting login credentials, and verifying your identity. This platform will host your DAF activity. 2. Submit the Donor Application Once registered, complete the online donor application. Some donors may initiate the account through a financial advisor or by phone. 3. Provide the Initial Funding ($10,000 minimum) Add funds to your account using cash, securities, or another acceptable asset class. NPT’s contribution guides outline the transfer steps. Non-cash assets may require special processing. Once the initial contribution is cleared, your DAF becomes active for grantmaking. 4. Choose Investments and Add Advisors (Optional) Select one of NPT’s preset investment pools or discuss custom investment management if your account meets certain value thresholds. You may also appoint financial advisors to assist with investment decisions. 5. Access Your Dashboard When NPT approves the application and receives your assets, you’ll gain access to the account dashboard on GivingPoint. Here you can view your balance, contributions, and previous grants. Part 3 — Managing Your DAF A. Adding More Contributions After the account is opened, you can make contributions at any time. Some asset types and international structures may involve minimums. Use GivingPoint or coordinate directly with NPT for specialized or illiquid asset transfers. B. Grantmaking Submit grant recommendations through GivingPoint. NPT confirms the eligibility of each charity and applies its international grant standards where applicable. Expect some time for review and approval. The portal contains resources explaining grantmaking requirements. C. Engaging Family and Advisors Include relatives or professional advisors to participate in your giving plan by naming them fund or successor advisors. Establish clear responsibilities around grant recommendations and succession. D. Investment Management Shift allocations across NPT’s available pools or explore custom investment solutions when your account exceeds specific thresholds—for example, accounts of $500,000+ may qualify for bespoke arrangements. Investment results may grow your charitable capacity but always carry market risk. E. Recordkeeping NPT issues statements and contribution acknowledgments annually. Retain all confirmations for your tax files. Part 4 — Program Fees, Minimums, and Special Considerations Fee structure: Administrative and investment-related fees apply, varying by account size, investment option, and asset type. Check NPT’s donor materials for current details. Grant minimums: NPT’s donor guide lists typical $250 grant minimums, though specific accounts may vary. For international donors: NPT UK and NPT Transatlantic have different requirements, including higher minimums for NPT UK. Seek guidance if you file taxes in more than one jurisdiction. Part 5 — Tips and FAQs If you intend to contribute private equity, real estate, or cryptocurrency, contact NPT early to ensure proper documentation and processing timelines. To create a multigenerational philanthropic plan, consider establishing an advisory committee, drafting a giving charter, and appointing successor advisors. NPT’s philanthropic services team can assist. For year-end tax planning, make contributions before December 31 and confirm acceptance dates with NPT. Speak with your tax advisor for personalized advice. The GivingPoint portal offers FAQs, downloadable instructions, and video tutorials to support activities like grantmaking and updating account information. Quick Checklist Register via nptgivingpoint.org Complete the Donor Application Make the initial $10,000 contribution Select investment options and add advisors Submit your first grants through GivingPoint Where to Find Support GivingPoint portal for setup and documentation NPT donor guides and contribution instructions NPT Philanthropic Services for assistance with large or complex gifts Final Notes This guidance reflects current NPT materials, including the $10,000 U.S. minimum, accepted contribution types, and GivingPoint processes. Because requirements and fees may change—or differ across NPT U.S., NPT UK, and Transatlantic options—verify specific details directly with NPT before making significant contributions.

Donor-advised funds (DAFs) enable individuals to donate to a public charity, receive an immediate tax deduction, and then recommend charitable grants over time. National Philanthropic Trust (NPT), recognized as one of the nation’s largest independent DAF providers, supports donors through its GivingPoint portal, accepts a broad assortment of assets such as real estate and cryptocurrency, … Read more

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