For ADVISORS

Creating a Professional Support System for Your Clients

Many wealthy families and individuals are interested in beginning a philanthropic giving program, but they don’t know where to start or whom to turn to for advice. Often, their first point of contact on these issues is with a trusted legal or financial advisor. NPA works closely with these professional advisors to help clients achieve their charitable objectives.

How we can help

Talking to your clients about charitable giving

Many advisors are uncomfortable discussing charitable giving with their clients, but it’s a conversation to be embraced, not avoided. By being informed on charitable giving issues, advisors can provide a higher level of service to their clients, generate more business for the firm, and provide significant benefits to the local community.

Supporting your client's philanthropic giving

We work with professional advisors to support the philanthropy of their clients. In this role we serve as a value-added partner by supporting the professional advisors’ efforts to serve their clients.  We provide governance, strategy, and operational support to new or already established family foundations. While we implement their vision with our full-service outsourced solutions, your clients can enjoy impactful and fulfilling philanthropy.

Resources for Advisors

12 Questions To Help Determine Whether You’re Launch-Ready

How do you know if your family foundation is ready to be operational? We have assisted both very well-managed foundations and those that were in need of greater direction. We have found that many problems faced by older foundations could have been solved at the time of their launch. This checklist is a great place to start.

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Individual Donor and Family Business Philanthropy Services

You’ve been successful in life and want to pass that good fortune on to others. We want to help you bring clarity and structure to your charitable efforts, because giving is most effective when it’s driven by a focus on values and outcomes. This brochure outlines our services for individual donors.

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Tax Benefits of Charitable Giving

Regardless of whether you regularly contribute to charity, it is useful to be aware of the unique charitable giving tax benefits available to entrepreneurs. Even the most knowledgeable, charitably-minded individual may not be aware of all of these opportunities. This article shares those opportunities.

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Six Misconceptions About Family Foundations

It seems everyone wants a foundation these days – at least many people do. So, what are the common misconceptions about family foundations? The Council on Foundations recently published an infographic we prepared on its blog, Re: Philanthropy. The infographic explains the six common misconceptions concerning family foundations.

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