• June 18, 2013

Inside the Big Donor-Advised Funds

National Philanthropic Trust

Back | Rank: 6 | Other Funds | Web site | Next

 

Assets and Giving in 2011

Total assets of all donor-advised funds at the organization: $1.03-billion (+58.6% change from 2010)

Total amount donors contributed to their funds: $421.8-million (+84.2%)

Total sum donors channeled to charity from their funds: $149.5-million (-9.3%)

Number of funds: 1,909 (+31.1%)

About the Organization’s Funds

Average amount in each fund: $537,287 (+21%)

Minimum amount a donor must supply to open a fund: $25,000

Minimum a donor must give each time he or she adds to the fund: $5,000

Fees: Blended fees, which result in percentages ranging from 0.1-0.8% based on account size.

Contributions to Charities

Accepts grant applications: No

Grant recipients*, a sampling:

  • YMCA of the East Valley, Redlands, Calif. -- $225,000
  • National Gallery of Art, Landover, Md. -- $1,500
  • Massachusetts Society for the Prevention of Cruelty to Children, Boston -- $500
  • Housing Works, Austin -- $5,000
  • Community Foundation of Jackson Hole, Jackson, Wy. -- $25,000

*Grants listed were made in 2010.

To see a full list of all contributions: A partial list of grants made from the fund are available on its annual report.

Get more information about this fund’s past performance Premium Link

Other Organizations in the Top 10

  • 1255 Twenty-Third St, N.W.
  • Washington, D.C. 20037
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