PRESS INQUIRIES

›: Eileen R. Heisman – President & CEO
›: Thomas Grace – Chief Operation Officer
›: Margaret A. Bandera – Vice President, Finance & Administration & Treasurer
›: Andrew Hastings – Vice President, External Affairs
›: Patricia Renzulli - Vice President, Marketing & Public Relations
›: Diane L. Fitzgerald – Assistant Vice President, Donor Services, Assistant Secretary
›: Kimberly Burrows - Controller
›: Brian Case - Manager of Communications
›: Francesca Emanato - Grants Manager, Donor Services
›: Leni Johnson - Administrative Coordinator
›: Julian E. Kuehnle - Investment Accountant
›: Ling Li - Senior Accountant
›: Amanda Lukasik - Executive Assistant
›: Karen Pearson – Contributions Manager, Donor Services
›: Andrea Rush – Director, Grantmaking Services
›: Kip Schaefer - Director, Institutional Business Development

Eileen R. Heisman – President & CEO

Eileen R. Heisman, ACFRE, is President and CEO of NPT. She is a nationally recognized expert on charitable and planned giving, and has been interviewed on philanthropy and donor advised funds on CNBC's Squawk Box, and by nearly every national newspaper and major trade publication, including the Wall Street Journal, New York Times, Washington Post, Bloomberg, CBS MarketWatch, Financial Advisor, and Investment News. She was among the first fundraising professionals to earn the distinguished ACFRE certification. In 2003, Ms. Heisman was recognized as the "Fundraising Executive of the Year" from the Association of Fundraising Professionals, Greater Philadelphia Chapter, and received a "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 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. 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.

Thomas Grace – Chief Operating Officer
Thomas J. Grace is Chief Operating Officer and has more than 25 years of experience as a senior executive in the financial services industry. Mr. Grace was formerly Executive Vice President, Operations and Technology, with BISYS Plan services. He directed their processing and client services related to 6,000 small 401k plans, including banks, brokerage, and insurance companies such as Bank One, Merrill Lynch, and Prudential. Prior to that, he spent 11 years with the Vanguard Group, and directed its retail business operations and client services, overseeing more than 2000 employees. He directed the institutional operations and client services groups, and opened Vanguard's first satellite facility (Phoenix, AZ) and first institutional administrative group. He also served as Vice President of Bradford Securities, as an Operations Officer with Citicorp Multinational Securities, and as a Fingerprint Analyst with the FBI. He received his Bachelor's Degree from Quinnipiac University.

Margaret A. Bandera – Vice President, Finance & Administration & Treasurer
Margaret A. Bandera is Vice President and Treasurer at NPT. Ms. Bandera has more than 20 years of experience in accounting and finance, and is both a Certified Public Accountant (CPA) and a Certified Management Accountant (CMA). Prior to joining NPT, Ms. Bandera gained broad-ranging experience in the public, private, and nonprofit sectors. She served as Business Manager of the Meadowbrook School overseeing their budget, accounting, payroll, asset management, financial aid, and cash management. She also served as Senior Accountant with Baum, Smith & Clemens, specializing in audits of small businesses and nonprofits. She has also held the position of Manager of Finance and Operation at Carpathia Credit Union, the Financial Manager for the Department of Culture, Heritage and Recreation for the Government of Manitoba, and as an Analyst and Project Accountant for Esso Resources. She is a member of the American Institute of Certified Public Accountants, as well as their Pennsylvania chapter. She graduated with honors with a degree in Business Administration from Red River College in Winnipeg, Manitoba.

Andrew Hastings – Vice President, Business Development
Andrew Hastings is Vice President of Business Development and has 20 years of experience in the philanthropic and nonprofit marketplace. Mr. Hastings is responsible for business development, institutional partnerships, and sales, and has been recognized nationally for his pioneering work in the field of charitable marketing and web development. Mr. Hastings wrote and edited NPT's award-winning publication A Chronological History of Philanthropy in the United States. He also developed NPT's annual research study of the donor advised fund market. Mr. Hastings was formerly the President and CEO of the Delaware Association of Nonprofit Agencies, which provided management services and technical assistance to more than 2400 nonprofit organizations. During his tenure, the association received national recognition for its website, magazine (GoodCause, which had a circulation of 240,000 readers), and advocacy services. Mr. Hastings previously served as Program Director of the American Institute for Public Service, Co-National Director of National Youth Service Day, and served on the board of the National Council of Nonprofit Associations. He formerly served on the board of directors of Delaware Valley Grantmakers and is currently a member of the American Marketing Association, National Committee on Planned Giving, and Association of Fundraising Professionals. He has worked extensively for several Presidential, U.S. Senate and Congressional campaigns. Mr. Hastings has a B.A. with honors in Political Science from Denison University and also studied at Exeter College, Oxford University.

Patricia Renzulli - Vice President, Marketing & Public Relations
Patricia Renzulli is Vice President of Marketing and Public Relations. Prior to this position, she was General Manager of the Breast Cancer 3-Day for NPT. Before joining NPT, Ms. Renzulli served as Chief Information Officer of the School District of Philadelphia. She was instrumental in enhancing classroom technology and in improving the efficiency of services throughout the district. She established a five-year strategic plan, saving millions in operating costs. Previously, she held a range of positions, culminating as Vice President and CIO, during her 27-year tenure with Sunoco. She established new business development strategies, streamlined services, improved customer experience and achieved significant cost savings. Ms. Renzulli is also board chair of Inspiritec, Inc., an organization which provides computer training for the physically disabled.

Diane L. Fitzgerald – Assistant Vice President, Donor Services.
Diane L. Fitzgerald is Assistant Vice President, Donor Services and has 13 years of experience at NPT. Throughout her career she has attended programs administered by LaSalle University Non-profit Center, Delaware Valley Grantmakers, and Georgetown University to advance her knowledge of nonprofit management. Ms. Fitzgerald has held increasingly more responsible positions and has gained a great deal of knowledge about the donor advised fund marketplace. Currently, Ms. Fitzgerald oversees daily operations and technology. She is experienced in gift planning, grantmaking and investment management. Her breadth of experience in technology, operations, and administration is leveraged to lead and cross-train her staff. Previously, Ms. Fitzgerald served as office administrator for St. Luke the Evangelist Roman Catholic Church. She was also a bookkeeper and administrator for her family business where she assisted in implementing a manual inventory and bookkeeping system onto a specialized tire & auto repair software platform. Ms. Fitzgerald attended Bloomsburg State University where she studied computer science.

Kimberly Burrows - Controller
Kimberly Burrows is NPT's Controller, and a Certified Public Accountant (CPA). Prior to joining NPT, Ms. Burrows held progressively responsible positions on the assurance team at KPMG LLP. During her 18 years there, she worked in a variety of industries, including pharmaceuticals, health care, and the non-profit sector. Ms. Burrows was also actively involved with the recruitment and training of new hires. She is a member of the American Institute of Certified Public Accountants, and its Pennsylvania Chapter. Ms. Burrows is a graduate of LaSalle University where she earned a bachelor of science in Accounting.

Brian Case - Manager of Communications
Brian Case is Manager of Communications and has 20 years of experience in the field of strategic media development. Mr. Case is responsible for the oversight and evolution of internal, external, and partner communications, including both printed materials and online initiatives. He was formerly an independent communications consultant, successfully directing a combination of audience analysis and materials creation for a wide variety of clients that included industry-leading companies, custom publishers, schools, and non-profit associations. Mr. Case previously served as Editor-in-Chief of AAA World magazine (which had a circulation of over 2 million households). He also served as Director of Communications for The Union League of Philadelphia and Editorial Manager for BCM Engineers. Mr. Case has a B.A. with honors in Political Science from Penn State University.

Francesca Emanato - Grants Manager, Donor Services
Francesca Emanato is Grants Manager of the NPT Donor Services Team with 3 years of experience handling all aspects of grant making and donor contributions. Over the 3 years, she has processed incoming grant activity making sure that all IRS rules and regulations have been followed and that NPT is up to date with new developments in the sector. Apart from processing daily activity, Ms. Emanato is also involved in specialized grantmaking, such as requests that are directed to international charities. She is also cross-trained to serve as a back-up to the Contributions Manager, being able to assist donors and financial advisors with transactions. In addition to handling donor inquiries Ms. Emanato presents grant stories and charities of interest to the NPT Staff and Board of Directors at their quarterly meetings. These are derived from the weekly grant reports that are sent out for approval to the Board. Before joining NPT, Ms. Emanato was a trip director for Travel for Teens. There, she recruited teenagers for summer camp experiences abroad and accompanied them to Italy, London, Scotland and Ireland. Ms. Emanato graduated from Shippensburg University with a major in International Management and a minor in International Cultural Studies.

Leni Johnson - Administrative Coordinator
Leni Johnson is Administrative Coordinator for NPT. She has broad administrative and customer service experience in the financial and retail sectors, including Prudential Insurance Company and Boathouse Sports. She is a graduate of Philadelphia Community College.

Julian E. Kuehnle - Investment Accountant
Julian E. Kuehnle is a Staff Accountant. Before joining NPT he was employed as a Cash Application Specialist at Arkema Inc., an organization generating approximately $1.5 billion in annual sales. In that role, he performed maintenance on customer accounts and applied cash receipts through lock-box systems, EDI and wire transfers. Julian is a graduate of Drexel University's Lebow College of Business.

Ling Li - Senior Accountant
Ling Li is a Senior Accountant and came to NPT from MediMedia USA, Inc., where as general ledger accountant, she prepared financial statements and monthly balance sheet reconciliations. From 2000-2003, Ling was a member of New York State Society of Certified Public Accountants. She holds a bachelor of science in accounting from Binghamton University, State University of New York.

Amanda Lukasik - Executive Assistant
Amanda Lukasik is the Executive Assistant to NPT's President. Before joining NPT, she was a problem Resolution Clerk for accounts payable in the controller's office of Thomas Jefferson University. Her duties included resolving any problems with the purchasing and contracting departments within the University. Amanda has a Bachelor of Arts in Sociology from Arcadia University.

Karen Pearson – Senior Contributions Manager, Donor Services
Karen Pearson is Senior Contributions Manager, Donor Services. She has 5 years experience handling Donor Advised Fund account setup as well as processing new and additional contributions to client's funds. She previously was employed with the Vanguard Group as a processing associate. Her previous professional experience includes progressive positions with Siemens Business Services - first as administrative assistant, then inventory control supervisor and eventually becoming mid-Atlantic field service manager. She received her Bachelor of Science in Business Administration from LaSalle University.

Andrea Rush – Director of Grantmaking Services
Andrea Rush is Director of Grantmaking Services and has 8 years of experience handling all aspects of grant services within NPT. Over these 8 years, she has held progressively responsible positions in the realm of grantmaking and researched thousands of grants for NPT which total hundreds of millions in charitable dollars. Ms. Rush is a member of the Grant Managers Network, and has attended numerous programs administered by LaSalle University's Non-profit Center, Delaware Valley Grantmakers, and the Council on Foundations, to advance her grantmaking skills and keep abreast of new developments in the sector. Ms. Rush handles many specialized grantmaking services, such as international grantmaking for NPT. Her previous professional experience includes EDI supervisor and corporate account management. Ms. Rush also spent several years as an elementary school teacher for the School District of Philadelphia. She has a Bachelor of Science in Education from Temple University and graduated Summa Cum Laude.

Kip Schaefer - Director, Institutional Business Development
Kip Schaefer is Director of Institutional Business Development, and has over 13 years of experience in the financial services industry. Kip is responsible for managing institutional relationships, charitable gift planning, and investment management. Prior to joining NPT, Mr. Schaefer was a Managing Director-Principal at Bear Stearns in New York City. His work included managing a trading team that provided collateralized loans to financial institutions. While at Bear Stearns, Mr. Schaefer presented market-related information in weekly meetings and conducted product-related seminars to clients. Mr. Schaefer was a key member of a team responsible for building a firm-wide trading platform to manage proprietary trading positions. Mr. Schaefer is a graduate of University of North Carolina at Chapel Hill, and completed his Master's degree in Fundraising at New York University's George H. Heyman, Jr., Center for Philanthropy and Fundraising. Additionally, Mr. Schaefer serves on the board of Friends of the Children, NY.