The NPT Partnership

Reprinted by permission of The National Philanthropic Trust.

The National Philanthropic Trust
New strategies for capturing planned gifts with help from the National Philanthropic Trust

The largest intergenerational wealth transfer in history is underway – and the nation’s not-for-profit sector is preparing to capture its share of trillions of dollars of assets that soon will pass to the next generation. But capitalizing on this rich opportunity raises challenging questions:

How can charitable institutions benefit from the substantial wealth that resides in real estate and other diverse assets?

How can organizations secure valuable planned gifts even if they’re unable to develop comprehensive planned giving programs?

The National Philanthropic Trust responds with safe, secure strategies that can enhance planned giving programs without increasing your administrative burdens.

What is the National Philanthropic Trust?

The National Philanthropic Trust is an independent public charity that amplifies the assets dedicated to philanthropy. Built on the successful model of donor-advised funds, NPT offers a variety of giving options that help generous people express their charitable instincts by supporting communities, organizations and institutions nationwide. Collaborating with NPT, you can access valuable assets you might otherwise have difficulty accepting and attract planned gifts that enhance your organization’s financial security.

How can NPT help us benefit from gifts of real estate?

The impending intergenerational wealth transfer includes a tidal wave of appreciated real estate thought to be worth more than $10 million. Many property owners welcome the tax benefits of charitable giving. However, the complex legal, financial and organizational issues associated with real estate often discourage nor-for-profit organizations from accepting these potentially valuable gifts.

By partnering with the National Philanthropic Trust, your charity can access NPT resources to accept, manage or liquidate real estate gifts. NPT’s consulting professionals include real estate brokers and managers, appraisers and tax experts who can facilitate real estate gifts to your organization –at reasonable fees that maximize the ultimate value of those gifts. Working together, your charity and the National Philanthropic Trust can unlock the value of real estate assets and help your donors create a living legacy from a portfolio of bricks and mortar.

How can we benefit from gifts of fine art of collectibles?

Today’s donors often accumulate significant wealth in appreciated works of art and in coins, stamps, jewelry or other collectibles. Yet because gifts of diverse assets raise challenging questions concerning appraisal, liquidation and applicable tax law, your organization actually may decline potentially valuable gifts.

The National Philanthropic Trust has developed a team of consulting professionals, including internationally respected auction houses, who understand the complexities of fine art and collectibles and who can help you effectively manage gifts of diverse or unusual assets. By collaborating with NPT, your organization may be able to accept gifts it might otherwise turn away or enhance the value of assets you’ve already received. NPT services and fees are determined by the type and complexity of the assets – and designed to ensure that these gifts generate the greatest possible benefit to your organization.

How can our charity benefit from planned gifts even if we’re unable to establish a comprehensive planned giving program?

Small to mid-sized charities often encounter barriers to developing sophisticate planned gifts. Their development staff already may be overburdened by the demands of annual giving, or the volume of anticipated planned gifts may not warrant the effort required to secure them. By collaborating with the National Philanthropic Trust’s Pooled Income Fund (PIF), your charity may be able to overcome these barriers.

NPT’s Pooled Income Fund brings together gifts of cash or publicly traded securities from many donors in a fund ultimately dedicated to charity. Throughout their lifetime, donors (or designated beneficiaries) receive income proportionate to their share of the fund’s assets. After the beneficiary’s lifetime, these funds then may benefit your organization through donor-Advised Fund – and your NPT partnership will help you capture planned gifts that otherwise may have gone elsewhere.

How can our organization benefit from the NPT partnership?

America’s not-for-profit sector faces extraordinary challenges in the coming years;

The demand for human and educational services grows daily, while the cost of delivering those services is on the rise.

Funding from all levels of government is declining, making charitable organizations more dependent than ever before on the generosity of individuals.

The donor population is aging rapidly, and future generations may be less able to commit their resources to charity.

Economic and investment trends of the past 20 years have relocated wealth from cash to diverse assets that many not-for-profits find difficult to manage. The NPT Partnership can help your organization meet these challenges by providing creative strategies to tap the nation’s accumulated wealth – to amplify the assets dedicated to philanthropy.

How can we learn more about partnering with the National Philanthropic Trust?

To find out how an NPT partnership can broaden the assets your organization can accept and enhance your planned giving program, please contact:

The National Philanthropic Trust
165 Township Line Road, Suite 3000
Jenkintown, PA 19046-3593
Toll-free Phone: (888) 878-7900
E-mail: npt@pitcairn.com