National Philanthropic Trust

What National Philanthropic Trust does

National Philanthropic Trust is an independent 501(c)(3) public charity founded in 1996 and headquartered in Jenkintown, Pennsylvania, that specializes in donor-advised funds (DAFs). Its primary product is the NPT Donor-Advised Fund, requiring a minimum $10,000 initial contribution, supported by the proprietary NPT GivingPoint donor portal for online account management, grant recommendations, and portfolio monitoring. The organization positions itself as the nation's largest independent public charity managing DAFs, offering a comprehensive giving platform that accepts a wide range of asset types including cash, appreciated securities, real estate, privately-held stock, and cryptocurrency through its Illiquid Gifts Program.

NPT monetizes the platform through a hybrid fee model: monthly charitable administration fees assessed via a blended schedule against average daily balances cover grantmaking, recordkeeping, audits, tax filing, and operating expenses, while transaction-based fees apply to international and non-501(c)(3) grants, grant agreements, illiquid gift processing, and certain advisor-serviced accounts. Go-to-market is sales-led, executed through a field organization of Regional Directors organized across U.S. territories (West, East, Southeast, New England, Mid-Atlantic) plus dedicated Premier Donor Services and Family Office & Private Client Relationships teams. Distribution is supplemented by a self-serve portal, financial institution partnerships, and content-driven marketing anchored by the annual DAF Report.

Customer segments include high-net-worth individuals and families (primary), financial advisors and wealth managers (primary), financial institutions and family offices (secondary), and private foundations and corporates exploring conversion from private foundations (secondary). Product breadth extends beyond the core DAF to include thematic impact investing portfolios, customized private impact investments via the CapShift partnership (for accounts of $500,000+), international grantmaking with equivalency determination, philanthropic consulting, and NPT UK's cross-border dual-qualified charity. Since its founding, NPT has raised more than $44 billion in charitable contributions and distributed over one million grants, including $6.61 billion across 161,515 grants to 48,000+ charitable organizations in 68 countries during FY2025.

Name

National Philanthropic Trust

Legal name

National Philanthropic Trust

Website

https://nptrust.org

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

101–250 employees

Short description

National Philanthropic Trust, founded in 1996, is the largest independent U.S. public charity managing donor-advised funds, serving high-net-worth donors, financial advisors, and institutions with fee-based DAFs, impact investing, and international grantmaking services.

Ownership category

akta.pro rank

Product category

Donor-Advised Fund Administration

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (81321), Other Grantmaking and Giving Services (813219)

SIC

Finance Services (6199)

akta.pro primary industry

Donor-Advised Fund (DAF) Sponsors (BPAGAKAF)

akta.pro secondary industries

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH), Public Charities & Grantmaking Intermediaries (BPAGAKAE), International Grantmaking & Development Foundations (BPAGAKAH)

Keywords

• Donor-advised funds
• Charitable giving services
• Philanthropic administration
• Impact investing platform
• Grantmaking services

Headquarters

HQ city

Jenkintown

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Charitable Administration Fees: NPT charges charitable administration fees applied via a blended schedule against the average daily balance of donor accounts at the end of each month. These fees cover grantmaking, recordkeeping, annual audits, tax filing, quarterly statements, insurance, and operating expenses.
2. Grant Processing Fees: Additional fees are charged for international and non-501(c)(3) grants due to extra due diligence requirements, as well as fees for grant agreements, illiquid gift processing, and some DAF accounts with financial advisors.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

National Philanthropic Trust is the largest independent public charity in the United States sponsoring donor-advised funds (DAFs). It provides DAF account administration, charitable contribution processing, grantmaking services (including international and specialized grants), impact investing options through the CapShift partnership, philanthropic consulting, and an Illiquid Gifts Program that accepts non-cash assets such as real estate, privately-held stock, and cryptocurrency.

Product overview

National Philanthropic Trust offers a single primary product—the Donor-Advised Fund (DAF)—as a comprehensive charitable giving platform. The core DAF offering is supported by the NPT GivingPoint donor portal for account management. Additional modules include thematic impact investment portfolios (Gender Lens, Environmental Stewardship, Equity and Inclusion, Broad Social Impact), customized impact investing via the CapShift partnership, international and specialized grantmaking services, an illiquid gifts program for non-cash assets, and premier donor services. The platform enables donors to contribute assets, invest for growth, and recommend grants to charitable organizations over time.

Differentiator

Problem solved

Functional benefit

Products and services

• NPT Donor-Advised Fund The primary charitable giving vehicle offered by NPT. Donors make tax-deductible contributions of cash or appreciated assets, invest the funds for growth, and recommend grants to qualified U.S. and international charities over time. Available to individuals, families, financial advisors, and institutions with a $10,000 minimum initial contribution.
• NPT GivingPoint

Quantifiable outcome

• $6.61 billion in grants distributed to 48,000+ charities across 68 countries in FY2025
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature2 records

Partnerships

Two partnerships are on record, tiered core.

• CapShiftcoreTechnology or IntegrationCapShift is NPT's primary technology partner providing an impact investing platform that offers due diligence, sourcing capabilities, and a curated menu of private impact investments. The partnership enables NPT donors to access thematic impact portfolios (Gender Lens, Equity and Inclusion, Environmental Stewardship, Broad Social Impact) and customized impact investments through the CapShift platform. Donors with $500,000+ DAF balances can use CapShift to explore unique investment opportunities. CapShift conducts operational due diligence on recommended investments and reports findings to NPT.
• NPT UKcoreOthersNPT UK is NPT's UK-based dual-qualified charity entity that extends NPT's services internationally. NPT's President and CEO Holly Welch Stubbing serves as Chair of NPT's UK dual-qualified charity, NPT Transatlantic, and serves on the Board for NPT UK.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Foundation for the Carolinas: Large community foundation providing donor-advised funds, philanthropic advising, and grantmaking services across a regional footprint. Comparable to NPT in operating model and donor base, but rooted in a specific geographic community rather than operating nationally and internationally.

Direct peers

• American Endowment Foundation: Independent DAF sponsor offering donor-advised funds, supporting organizations, and private foundation administration. Directly comparable to NPT as a non-corporate-affiliated DAF sponsor focused on HNW and advisor-driven relationships.
• Schwab Charitable: Major DAF sponsor affiliated with Charles Schwab, serving HNW donors and financial advisors with comparable DAF accounts, investment options, and grantmaking services. Directly competes with NPT for advisor-sourced donor relationships.
• National Christian Foundation: Large independent DAF sponsor with a faith-based donor focus, providing donor-advised funds, personalized giving solutions, and grantmaking services. Comparable to NPT in scale, advisor distribution, and independent DAF positioning.
• Vanguard Charitable: DAF sponsor affiliated with Vanguard Group, offering donor-advised funds with low-cost investment options to HNW and mass-affluent donors. Comparable to NPT in target market, investment menus, and advisor distribution.
• Fidelity Charitable: Largest donor-advised fund sponsor in the U.S., operating a similar DAF business model with multi-billion-dollar AUM and broad asset acceptance. Directly comparable to NPT as the dominant DAF market participant.
• Foundation Source: Leading administrator of private foundations and DAFs for HNW families, offering back-office compliance, tax filing, and grantmaking services. Comparable to NPT in serving the same HNW and family office customer base seeking outsourced giving infrastructure.
• BNY Mellon Charitable Gift Fund: BNY Mellon's donor-advised fund program serving HNW clients and wealth management advisors, with comparable illiquid asset acceptance and institutional distribution. Competes with NPT for high-balance and family office DAF relationships.
• Goldman Sachs Philanthropy Fund: Goldman Sachs' DAF offering for ultra-HNW clients and family offices, integrated with private wealth management. Overlaps with NPT in the high-end DAF market, institutional asset acceptance, and impact investing capabilities.

Others

• CapShift: Impact investing platform that is NPT's core technology partner for thematic portfolios and private impact investments, but also offers DAF-linked impact investing services to other sponsors and wealth managers. An ecosystem enabler that overlaps with NPT on impact investing capability.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@NationalPhilanthropicTrust
• Facebookfacebook.com/nptrust
• LinkedInlinkedin.com/company/national-philanthropic-trust
• Xx.com/nptrust

Revenue estimate

Valuation estimate

Number of profiles

Profiles23 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about National Philanthropic Trust