NPT UK provides the most customisable donor-advised funds on the market.
An individual, family, trust, or nonprofit organisation can establish an NPT UK Donor-Advised Fund (DAF). Drawing on our deep philanthropic expertise, NPT UK helps donors of all kinds find effective giving solutions that create meaningful social impact — across a wide range of causes, sectors, and geographies.
Register on GivingPoint, our donor portal, to get started now, or learn more about opening an NPT UK DAF below:
Why Choose NPT UK for Your Donor-Advised Fund?
NPT UK DAFs offer unique benefits that set us apart from other providers.
NPT UK DAFs are customisable.
Our DAF program is designed to help you to contribute a wide range of assets. You can also select from a variety of investment options to suit different goals and risk tolerances. This flexibility enables you to make the most of available tax reliefs while maximising the long-term impact of your philanthropy.
NPT UK DAFs provide global reach.
We are uniquely positioned to help donors think globally about their giving. Our grantmaking team has expertise in facilitating international grants—which we have facilitated to many countries around the world. For donors with tax obligations in both the US and UK, we also offer NPT Transatlantic — a dual-qualified charity that enables efficient cross-border giving with tax benefits in both jurisdictions.
NPT UK DAFs can create a lasting legacy.
The structure of our DAFs is ideally suited to family philanthropy. You can name family members as advisers, enabling you to collaborate on your giving strategy and engage the next generation in your charitable goals.
You can also create a succession plan that sets out how you would like your DAF assets to be distributed beyond your lifetime, including the option to appoint successor advisers who will continue managing the DAF in line with your philanthropic wishes.
Our independence also allows us to effectively engage with a variety of partners to help fulfil our mission of increasing philanthropy in society:
Setting Up an NPT UK Donor-Advised Fund
To establish an NPT UK DAF, you simply make an initial, irrevocable charitable contribution. This contribution may be eligible for UK tax relief and can be made using a variety of assets, including cash, publicly listed shares, or other appreciated assets.
Once your DAF is set up, you can make additional contributions at any time. You’ll also have the flexibility to choose an investment approach that suits your philanthropic goals—either by selecting from our investment options or by working with an investment manager to develop a tailored strategy.
Personalised Giving Experience
With the NPT UK DAF, you can create a personalised giving experience tailored to your philanthropic goals. You can name your fund, involve family members and trusted advisers in managing your DAF, and access expert resources to help you shape your giving strategy. Most importantly, you can recommend grants to the causes that mean the most to you.
This flexibility allows you to built a lasting and impactful giving legacy. The true purpose of a DAF is to make charitable giving simple, meaningful, and personal—and our team is here to support you in finding the most effective ways to achieve your philanthropic vision.
Managing Contributions Online
We provide a user-friendly online platform called GivingPoint for managing your NPT UK DAF. Through this platform, you can easily make contributions, recommend grants, monitor your account activity and streamline your gift receipts. The ability to manage your DAF online offers convenience and real-time access to your philanthropic activities.
Security and Privacy
We take the security and privacy of our donor information seriously. All online transactions are encrypted, and strict privacy policies are in place to protect donor information. Donors also have the option to make their grants anonymously, providing an additional level of privacy for those who prefer it.
We work with individuals, families and financial institutions to increase philanthropy in society.
Our uniquely flexible donor-advised funds allow donors to:
Contribute A Wide Range of Assets
- Cash
- Publicly traded securities
- Restricted securities
- Property
- Alternative investments like hedge fund interests and private equity
- Privately/closely held stock
- Gifts under a will
- Unit trusts and OEICs
- Structured notes
- Grants and transfers from a charity or another DAF
Grant and Create a Permanent Giving Legacy
- Grants to international charities
- Multi-year grants
- Grant-by-grant recognition selection, with the option of total anonymity
- Advisors, successors and/or charitable beneficiaries can carry on your philanthropy in perpetuity
Choose Best-In-Class Investments
- Money market funds
- Exchange-traded funds
- Impact investments
- Bespoke investment options for DAFs over £500,000 which may include alternative and private investments
FAQs
Browse below for answers to common questions about our donor-advised funds:
A DAF is a charitable giving account that allows you to make charitable contributions, receive eligible tax relief, and recommend grants to qualified charitable organisations from the fund over time.
Read our “What is a DAF?” guide.
The minimum required to open a donor-advised fund account with NPT UK is £250,000 or more. Once your account is established, you can make subsequent contributions of £2,000 or more.
NPT UK accepts a wide range of assets, including:
- Cash
- Shares or securities which are listed on any recognised stock exchange. These include London Stock Exchange (LSE), Alternative Investment Market (AIM), NYSE, NASDAQ, and any other recognised overseas stock exchange.
- Other, more illiquid assets, such as alternative investments and property. Please contact us to discuss any proposed gift.
- Transfers and grants from other DAF programmes.
- Transfers and grants from charitable trusts and foundations.
- Bequests from wills
You can recommend grants online through our GivingPoint platform.
Yes. You can name them as an advisor or successor advisor to your NPT UK DAF. If you are naming your children, they can legally assume these roles as soon as they are 18 years old.
