Dec 16, 2015 - investment options to include impact investing, a strategy driven by ... allocated to one or more of the
NATIONAL PHILANTHROPIC TRUST INTRODUCES ‘IMPACT INVESTING’ OPTION FOR DONORS
Donor-‐Advised Fund sponsor expands investment portfolio to include thematic impact investments for contributions, further maximizing significance of each gift JENKINTOWN, PA – December 16, 2015 – National Philanthropic Trust, the largest national independent Donor-‐Advised Fund sponsor, announced today the expansion of its portfolio of investment options to include impact investing, a strategy driven by socially-‐conscious choices. Donors may now advise the allocation of up to 50% of their Donor-‐Advised Fund (DAF) balance into one or several community notes that fund thematic impact-‐focused investments such as food and agriculture, education, the arts or women’s issues. “DAF donors are continually looking for innovative ways to make short and long-‐term societal impact with their gifts,” said Eileen Heisman, CEO of National Philanthropic Trust. “Adding this impact investment option to NPT’s portfolio of superior, time-‐tested investment strategies creates an opportunity for donors to consider societal issues while potentially growing their charitable contributions for charities.” Heisman continued, “As NPT approaches its 20th anniversary and far surpasses more than $3 billion in grantmaking, the addition of an investment option built around positive societal impact demonstrates our industry-‐leading commitment to delivering meaningful ways to support our donors’ individualized philanthropic values here and around the world.” National Philanthropic Trust now offers six investing pools for DAF charitable contributions (assets under management), each with different objectives, risks and rewards, including mutual funds and exchange-‐traded funds. Donors may recommend their DAF contributions be allocated to one or more of the following: money market, actively managed model portfolios, index fund model portfolios, personal giving strategies, investment advisor and impact investments. NPT contributions are professionally managed by financial institutions that are independently recognized as being among the best in their class. Impact investment management partners are Calvert Foundation, Enterprise Community Partners, Root Capital, and RSF Social Finance. About National Philanthropic Trust NPT is the largest national, independent donor-‐advised fund charity in the U.S., raising more than $5.2 billion in charitable contributions since its founding in 1996. NPT ranks among the Top 25 grant making institutions in the U.S. and manages over $2.6 billion in charitable assets. It has made more than 121,000 grants exceeding $3 billion to charities, including grants to charities in 59 foreign countries. Each year, NPT publishes the DAF Report available at NPTrust.org/daf-‐report. Visit NPTrust.org for more. 1
