Access short, practical guides to support your planning conversations.

DAFs and Estate Planning

Contributions of Non-Cash Gifts

Defining Your Philanthropic Legacy

Strategies for Business Transitions

Integrating DAFs into Estate Documents
A DAF can be named in a will, trust, retirement account, or life insurance policy—ensuring charitable gifts continue after death.  

See sample beneficiary language you can adapt (PDF)

Establishing Successor Advisors or Charitable Beneficiaries
Clients can name family members, friends, or professional advisors to recommend grants over time, or designate charities for ongoing or final distributions. 

Review common legacy plan structures and FAQs (PDF)

Preparing for Liquidity Events and Business Transitions
For business sales, succession, or other liquidity events, a DAF helps lock in charitable intent and tax benefits while supporting long-term, multi-generational giving. 

Learn how illiquid asset contributions work (PDF)

Contributing Complex or Non-Cash Assets
A DAF can accept appreciated assets—such as closely held business interests, real estate, or crypto—maximizing charitable value and enabling ongoing grantmaking. 

See which asset types NPT can accept—and what to consider (webpage)

NPT is one of the largest and most experienced DAF sponsors, working directly with wealth, tax, and estate advisors to execute charitable strategies. 

30 years dedicated exclusively to donor-advised funds.

Complex & Illiquid Asset Handling
Infrastructure to accept, hold, and strategically liquidate complex assets, including closely held business interests, restricted stock, and alternative investments. 

Flexible Investment Architecture
Support for pooled investments, advisor-managed accounts, and ESG or mission-aligned strategies. Ability to maintain concentrated positions in individual securities (up to 100%) and alternative or private investments (up to 99%).*

Advisor-Focused Support
Dedicated relationship teams provide contribution reviews and collaborative planning across tax, estate, and charitable strategies.

Global Grantmaking
Comprehensive U.S. and international due diligence to support complex, high-value, and cross-border grants 

Operational Scale
Established controls and infrastructure enable efficient processing and consistent support for sophisticated philanthropic strategies.

Philanthropic Consulting
Expert guidance on legacy design, multigenerational engagement, and translating client intent into actionable giving.

*NPT’s ability to hold concentrated positions may be limited by liquidity needs, excess business holdings considerations, or other investment-specific factors.