Become a Donor

Start the application process by registering for a free account on NPT UK GivingPoint, our donor portal. It only takes a few minutes to open your new DAF.

Register Now

How to Get Started

NPT UK serves donors in the UK and around the world, providing expert philanthropic guidance and professional administrative services. We can help you achieve your philanthropic goals.

You can get started with a DAF in three easy steps:

Register on GivingPoint

The donor portal will allow you to establish your new donor-advised fund, and later, to manage all aspects of your DAF account online. Please register to start the application process.

Complete the Donor Application

After registering as a new user, the donor portal will prompt you to review the Reference Guide before opening a new DAF account. Then, you’ll name your new DAF, identify joint and secondary advisors, recommend an investment strategy and design a Succession Plan.

Contribute to Your DAF

With £250,000 or more, an individual, family, trust or corporation can open a DAF account with NPT UK. Use GivingPoint to initiate a contribution. The contribution agreement will include specific instructions for how to initiate a transfer of assets and Gift Aid Declaration to your new DAF account. Following receipt of your contribution, we will send you a gift receipt for tax purposes. You can make grant recommendations at any time.

Frequently Asked Questions

Account Opening: What do I need in order to open my DAF?

Opening a donor-advised fund is easy. Here is the information you will need to have on hand:

Contact information: Name, phone number, email and mailing address, and year of birth of every individual you wish to assign to an advisory role for this account.
Scanned Passports: You will need to provide scanned copies of the passports for the primary and joint Advisors for Know Your Client (KYC)/Anti-Money Laundering (AML) procedures. Secondary Advisors who have been granted full access may also be requested to provide a scanned copy of their passports.
Optional: Succession Plan details, including the name and contact information of any individual you wish to assign as an individual successor or any charitable organization you wish to assign as a charitable beneficiary.

Account Opening: Can I open a DAF now and fund it later?

Yes. Once you open your DAF, you can choose to make the initial contribution at a later time. Please note that you will not be able to recommend grants until your DAF is funded.

For Advisors: Can a financial advisor manage a DAF for a client?

Many donors choose to work with a financial advisor. Financial advisors may be given read-only access (in which they can only review the details of the DAF and its activities), or full access (in which they may recommend grants and investment allocations).

Learn more about how we work with financial advisors.

Investing: How do I grow my DAF over time?

Donors can use the assets in their DAFs to make impact investments, which can in turn be granted. The structure of impact investments varies, and possibilities for causes to support are virtually limitless.

Learn more about Impact Investing at NPT UK.

Contributions: How do I contribute assets to my DAF?

For all types of assets, you will have to initiate a transfer of assets from your own bank or brokerage account to NPT UK in order to fund your DAF. NPT UK cannot initiate a transfer for you, and NPT UK’s Contribution Agreement form does not authorise or direct your financial institution to transfer assets to NPT UK.

Transfer instructions for each asset type are included on the online contribution agreement as well as on the How to Make a Contribution document.

View more FAQs in your GivingPoint portal.

Assistance & Additional Resources

If you prefer to speak to a member of our Donor Relations team or would like us to provide you with a printed set of materials, please call NPT UK at (0)800 133 7540 or email us.

Open a Donor-Advised Fund Today