National Philanthropic Trust

National Philanthropic Trust (NPT) is an independent public charity specializing in "tailored philanthropic solutions" for individuals, families, companies and foundations. NPT also partners with financial service firms and professional advisors, providing them with philanthropic products and services to offer their clients. It is based in Jenkintown, Pennsylvania.

NPT offers its clients giving options, including donor-advised funds, supporting organizations, and specialized field of interest funds. NPT helps donors with the administration and investment of their philanthropic dollars and allows them to recommend support to charities and causes that are important to them. NPT also provides educational seminars, family meetings, site visits, and research to leverage and enhance their giving.[1]

Financial Overview

The charity was founded in 1996, and since that time, NPT has been listed as one of the 100 fastest growing charities, and among the top 25 grantmaking institutions in the United States. Since its founding, NPT has raised $5 billion in charitable contributions and currently manages over $2.6 billion in charitable assets. NPT has made more than 111,000 grants totaling $2.5 billion to charities all over the world.[2]

In 2011, the total assets of all donor-advised funds at NPT reached $1.03 billion (Up 58.6% from 2010). The total number of funds reached 1,909 (up 31.1% from 2010). The total amount donors contributed to their funds was $421.8 million (up 84.2% from 2010). The total sum donors channeled to charity from their funds was $149.5 million (down 9.3% from 2010). The average amount in each fund was $537,287 (up 21% from 2010).[3]

Philanthropic Services

NPT offers donor advised funds,[4] supporting organizations[5] and field of interest funds.[6]

NPT provides offerings in the following areas:

Contributions: Accepts a range of gifts, including securities, bonds, privately held and restricted stock, real estate, bequests, transfers and grants from private foundations and many other assets.

Investments: Offers investments in a wide range of investment vehicles including exchange traded funds, mutual funds, separately managed accounts and private investments.

Grantmaking: Provides specialized grantmaking including international, anonymous, and multi-year grants, and complex grant agreements such as securing naming rights and endowing chairs at universities.

Succession: Creates philanthropic legacies for families or for charities that can be multi-generational or multi-party and can exist for a period of time or in perpetuity.

Senior Management

Eileen R. Heisman, ACFRE, serves as Chief Executive Officer and President at National Philanthropic Trust (NPT). Ms. Heisman was among the first fundraising professionals to earn the distinguished ACFRE certification, and was also recognized as the "2003 Fundraising Executive of the Year" from the Association of Fundraising Professionals, Greater Philadelphia Chapter, and the “2003 Women of Distinction Award” from the Philadelphia Business Journal. Prior to joining NPT, Ms. Heisman served as Director of Planned Giving at Abington Memorial Hospital. She was the first development officer at the Philadelphia Foundation, and she served as finance director of Senator Arlen Specter’s 1986 reelection campaign. Ms. Heisman currently serves on the Board of Trustees of National Philanthropic Trust, Arcadia University and Wyncote Academy, and as both faculty and board member of Leadership Philadelphia. She is an adjunct faculty member at the University of Pennsylvania, School of Social Policy and Practice, as well as the University of Michigan School of Social Work graduate program. She also serves on the Advisory Board at New York University’s George H. Heyman, Jr., Center for Philanthropy and Fundraising. Additionally, Ms. Heisman is an associate of the Heisman Trophy Charitable Foundation. She has a bachelor's degree in psychology from Carnegie Mellon University, and a master's degree in social work with a major in social program evaluation from the University of Michigan. Ms. Heisman is a member of the third Wharton Fellows Class at the University of Pennsylvania, and completed the Executive Program for Philanthropy Leaders at Stanford University’s Graduate School of Business.[7]

John Canady is CEO of NPT-UK[8] "the UK’s newest independent Donor-Advised Fund (DAF) sponsor. Canady will lead NPT’s UK affiliate, working with donors, advisors, financial institutions and foundations to identify and achieve philanthropic goals through DAFs."[9]

Accountability

NPT meets or exceeds the Better Business Bureau's standards for charity accountability.[10]

References

  1. ↑ BBB Charity review
  2. ↑ http://www.nptrust.org/annual-report/
  3. ↑ "Largest Donor Advised Funds". The Chronicle of Philanthropy.
  4. ↑ "Donor-Advised Funds". National Philantrophic Trust. Retrieved 2 September 2016.
  5. ↑ "Supporting Organizations". National Philantrophic Trust. Retrieved 2 September 2016.
  6. ↑ "Other Giving Vehicles". National Philantrophic Trust. Retrieved 2 September 2016.
  7. ↑ "Executive Profile-Eileen R. Heisman". Business Week.
  8. ↑ http://www.businesswire.com/news/home/20150610005109/en/National-Philanthropic-Trust-Names-John-Canady-CEO#.VZGNbvlViko
  9. ↑ http://www.businesswire.com/news/home/20150610005109/en/National-Philanthropic-Trust-Names-John-Canady-CEO#.VZGKVvlViko
  10. ↑ BBB Charity Review

External links

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