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November kicks off the busiest season of the year for charitable giving—and your clients will be looking to you for guidance. To support your critical work, NPT is pleased to provide this Giving Season Activation Toolkit for Advisors: https://bit.ly/3JBp40b It can be intimidating to start these conversations with year-end deadlines looming, especially given updated tax laws going into effect in the new year. Our toolkit is designed to support all of these efforts. It offers client-ready resources, conversation starters, and strategies to help guide year-end philanthropy. Download now to find: ✅A charitable planning worksheet to guide client discussions ✅Deadline reminders and talking points to navigate urgency ✅Sample emails to spark engagement ✅Brochures for both current DAF holders and DAF prospects #GivingSeason #Philanthropy #ForAdvisors

This Giving Season, many clients are thinking about how to make an impact before year-end. One of the most powerful things you can do as an advisor? Make giving easy. Donor-advised funds simplify the process, helping clients give with purpose today and for years to come. Hear from NPT’s Vice Presidents of Development, Lisa Barr, CAP® and Fernando Gonzalez, on how making philanthropy easier can inspire lasting generosity.

It’s Giving Season, a time when many clients are thinking about how to make a difference. National Philanthropic Trust’s Essentials of Year-End Giving highlights how donor-advised funds (DAFs) can help them give with purpose, plan strategically, and involve their families in philanthropy. #ForAdvisors #GivingSeason

This Giving Season, advisors have an opportunity to help clients give strategically. With new tax laws taking effect in 2026, 2025 may represent an advantageous giving window for some donors. By introducing donor-advised funds (DAFs) now, advisors can help clients capture current tax benefits while maintaining flexibility for future giving. Learn more in our latest blog from NPT’s Chief Administrative and Legal Officer, Gil Nusbaum: https://bit.ly/4oFb4Bz

📣 Deadline Extended for Nonprofits: Share Your Thoughts 📣 Last month, we asked thousands of nonprofits who have received a grant from an NPT donor-advised fund (DAF) to let us know about their experience. We still want to hear from you, so we’re giving you a little more time: 🗓️ New deadline: 10/20/25 📋 Take the survey here: https://lnkd.in/evjVxAQH If your organization has received an NPT DAF grant and you haven’t filled out our survey yet, please click the link to let us know your thoughts—what’s working, what’s not, and how we can more seamlessly enable donors to support your mission. And if your organization hasn’t been the recipient of an NPT DAF and you’re curious about what we do, visit our For Nonprofits page to learn more: https://lnkd.in/e9u7gGKY