Four Tips for Year-End Giving for Your Clients

Although the effects of the COVID-19 pandemic continue, an important time of the year is beginning, with a focus on charitable giving. Charities have done tremendous work this past year and will need your clients’ help to continue doing so. As 2021 comes to a close, here are four tips for year-end giving for your clients:

Find out what inspires your clients: Whether your clients are moved by causes linked to social justice, development and humanitarian aid, education or the environment, encourage them to think about what inspires them to give. Your clients have likely witnessed the work of charities that have made a big difference over the past 18 months. Their work is far from over, and they will face new challenges as they enter the new year.

Encourage thoughtful giving: Help your clients think about whether they want to support global or local causes, as well as the number of organisations they wish to give to. Simple planning will help your clients have a greater impact with their giving. Remember that your clients can use their DAF to recommend grants to charities anywhere in the world. NPT UK conducts all the necessary due diligence.

For long term impact, look at investments: Grantmaking is just one way to invest in a better world for future generations. A DAF offers your clients the chance to recommend investment strategies that align with their values, allowing them to have a positive impact even before they recommend a grant. NPT UK offers several impact investment options or the choice for your clients to make bespoke investment recommendations, where their DAF assets are managed by a sustainable or impact investment manager of their choosing.

Helping to safeguard future charitable plans: While many of your clients will have made larger gifts to charities this year, it is worth reminding them to consider making top-up contributions to their DAF account at year end. This will ensure their future philanthropic plans are covered for years of giving to come.

NPT UK offers philanthropic solutions for your clients’ year-end giving and beyond. To find out more about how we can help, please contact us.

Natalie Pinon is Director of Development at NPT UK. She has over 15 years of experience working with philanthropists and impact investors to manage their giving.

NPT UK does not provide legal or tax advice. This blog post is for informational purposes only and is not intended to be, and shall not be relied upon as, legal or tax advice. The applicability of information contained here may vary depending on individual circumstances.