Leadership & Mission

National Philanthropic Trust is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their philanthropic aspirations.

National Philanthropic Trust (NPT) was founded in 1996. Since that time, we have raised $11.3 billion in charitable contributions and currently manage $6.7 billion in charitable assets. We have made more than 230,000 grants totaling $5.6 billion to charities all over the world. We rank among the 25 largest grantmaking institutions in the United States.

Our experienced staff of philanthropic professionals is fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees composed of nationally-known experts in philanthropy and business.

Our Leadership

Filter biographies by Senior Management Board of Trustees

Christopher Adams

Vice President of Technology

Christopher Adams

Christopher Adams is the Vice President of Technology. He is responsible for managing NPT’s technology, project management team and business process improvements. He also drives system selection to support NPT’s mission and serve NPT’s donors, partners and staff. Prior to joining NPT, Chris held multiple positions at Cigna as an IT Project Manager and gained experience at BlackRock and Independence Blue Cross. Mr. Adams received a B.S. in Finance and Management Information Systems from Drexel University, a Master’s in Information Systems from Drexel University, and a Master’s Certificate in Information Security from Villanova University.

Joseph Gajewski

Vice President of Investment Operations & Compliance

Joseph Gajewski

Joseph Gajewski is the Vice President of Investment Operations and Compliance. Mr. Gajewski has more than 25 years of experience in financial services, with a focus on operations, accounting, board governance and compliance. Mr. Gajewski is responsible for overseeing donor account opening and both investment and contribution processing. He is also responsible for ensuring NPT’s investments comply with all applicable policies and liaising with the Investment Committee of the Board of Trustees. Prior to joining NPT, Mr. Gajewski held various managerial roles in operational and administrative positions with BlackRock, SEI, and PFPC, Inc., which was previously a wholly owned subsidiary of PNC Bank. Mr. Gajewski received an M.B.A. from Widener University and a B.S. in Finance from Pennsylvania State University. Mr. Gajewski is currently a Board and Finance Committee member for the Claymont Community Center in Delaware.

Andrew W. Hastings

Chief Development Officer

Andrew W. Hastings

Andrew Hastings is Chief Development Officer and has 25 years of experience in the philanthropic and nonprofit marketplace. Mr. Hastings is responsible for NPT’s advanced gift planning and major gifts, business development, institutional relationships and marketing. Mr. Hastings has been recognized nationally for his pioneering work in the field of charitable marketing and fundraising. Mr. Hastings wrote and edited NPT’s award-winning publication, “A Chronological History of Philanthropy in the United States.” He also developed and oversees NPT’s annual Donor-Advised Fund Report, a comprehensive and definitive analysis 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 2,400 nonprofit organizations, and the Program Director for the American Institute for Public Service. Mr. Hastings received a B.A. with honors in Political Science from Denison University and also studied at Exeter College, Oxford University.

Elizabeth Maggio

Vice President of Institutional Relations

Elizabeth Maggio

Elizabeth Maggio is the Vice President of Institutional Relations and has more than 25 years of philanthropic sector management experience and over 14 years of donor-advised fund experience. Ms. Maggio is responsible for managing NPT’s financial institutional client relationships. Prior to joining NPT, Ms. Maggio held leadership positions in two Fortune 50 corporate foundations and worked for almost a decade as a senior relationship manager for a national financial service firm’s donor-advised fund. Ms. Maggio received a B.A. from the University of Michigan and a Fundraising Executive certification from Boston University.

Ellen M. McGuinn

Chief Financial Officer

Ellen M. McGuinn

Ellen McGuinn is NPT’s Chief Financial Officer (CFO) and Assistant Treasurer. Ms. McGuinn joined NPT in November 2016 as Controller. She has more than 25 years of experience in finance and accounting which includes 11 years in the nonprofit sector. Ms. McGuinn is responsible for treasury management, accounting and financial reporting. Ms. McGuinn is also responsible for the oversight of NPT’s grant processing. Ms. McGuinn was formerly the Controller for Chestnut Hill College. Prior to that, she worked within the Archdiocese of Philadelphia and began her career in public accounting at PriceWaterhouse. Ms. McGuinn received a B.S. (Summa Cum Laude) in Accounting from Boston College and is a Certified Public Accountant.

Gil A. Nusbaum

General Counsel

Gil A. Nusbaum

Gil Nusbaum is NPT’s General Counsel. He is responsible for a wide variety of general corporate legal, tax and risk management matters and for overseeing NPT’s illiquid gifts program. Mr. Nusbaum was previously employed as an Associate for Laura Solomon & Associates, where he formed and advised nonprofit, charitable organizations. Prior to that, he was an Associate in the Family Wealth Management practice group at Ballard Spahr LLP, where his practice included all aspects of trusts and estate law, including counseling individuals on charitable giving techniques and assisting with the formation and operation of charitable remainder trusts, charitable lead trusts, donor-advised funds and private foundations. Before joining Ballard Spahr LLP, Mr. Nusbaum was an Associate in the Trusts & Estates, Tax, and Philanthropic & Nonprofit practice groups at Dilworth Paxson LLP. He received his B.A. in Sociology from Wesleyan University and his J.D. from Temple University. He also holds a Masters of Law in Taxation from Temple University.

René J. Paradis

Chief Operating Officer

René J. Paradis

René Paradis is Chief Operating Officer (COO) and has more than 25 years of experience in finance, accounting, compliance and operations. She joined NPT in December, 2016 as Chief Financial Officer (CFO) and Treasurer. She was promoted to COO in October 2018. Ms. Paradis is responsible for accounting, financial reporting, investment management and grants at NPT. She was formerly the CFO and Chief Administrative Officer for Element Financial services, which provided financial and lending services to various commercial industries. Prior to joining Element, Ms. Paradis was the CFO for GMAC Institutional Investment Advisors, an SEC-registered investment advisor, and Managing Director for PFPC’s Alternative Investment Division. Ms. Paradis has a B.A. in Political Science from the University of Maryland and is a Certified Public Accountant.

Andrea Rush

Senior Vice President of Philanthropic Services

Andrea Rush

Andrea Rush is Senior Vice President of Philanthropic Services and has more than 17 years of experience handling all aspects of philanthropic and specialized grantmaking services, including direct international grants and grant agreements. Ms. Rush is responsible for the oversight of NPT’s concierge-level donor relationships, as well as the administration of NPT’s Supporting Organizations and Special Projects. She is a member of the NGOSource Advisory Council and a graduate of Leadership Philadelphia Core Class of 2011. Ms. Rush was formerly an elementary school teacher for the School District of Philadelphia. She received her B.S. with honors in Education from Temple University and holds a certificate in Nonprofit Executive Leadership from Bryn Mawr College.

Benito Cachinero-Sánchez

Benito Cachinero-Sánchez

Benito Cachinero-Sánchez is an active member of Egon Zehnder’s Leadership Solutions and Human Resources Practice Groups. Prior to joining Egon Zehnder, he served as the Chief Human Resources Officer at DuPont after holding the same role at Automatic Data Processing (ADP), leading complex CEO succession processes at both enterprises. Previously, Cachinero-Sánchez was the VP of Human Resources for Johnson & Johnson’s Medical Devices & Diagnostics Group. Earlier in his career, he was the Corporate HR Vice President for Mergers, Acquisitions and Divestitures at Lucent Technologies. In 2016 he was also elected as a Fellow of the National Academy of Human Resources. He serves on the boards of Library of America, the Free Library of Philadelphia Foundation, and WHYY, Philadelphia’s public media organization. Born in Málaga, Spain, Cachinero-Sánchez earned a B.A. in Political Science and Sociology from Universidad Complutense in Madrid, an M.A. in Demography and a second M.A. in Sociology from the University of Pennsylvania, and an M.B.A. from IESE in Madrid.

Ann Dugan

Ann Dugan

Ann Dugan, Senior Managing Director at Family Office Exchange (FOX), leads the FOX Advisory and Educational Efforts. Ms. Dugan founded the Institute for Entrepreneurial Excellence at the University of Pittsburgh, which she led for nearly 30 years, while also serving as the Assistant Dean for the Joseph M. Katz Graduate School of Business. Her efforts in creating one of the first university-based programs that understood all sustaining family businesses start with an entrepreneur earned her recognition as a leader in the field and the prestigious EY Regional Entrepreneur of the Year Award in 2009. Ms. Dugan orchestrated her own successful succession in 2014 but continues to work with families of wealth in all the complex pathways of their lives. Through the years, she has helped many families in the startup and growth of their philanthropic initiatives and has served as the first non-family member of three private family foundations. Currently she is a board member of Grantmakers of Western Pennsylvania. Ms. Dugan and her husband reside in Pittsburgh, PA and Key West, FL. She is a graduate of the University of Pittsburgh, where she received her B.S. and M.B.A. degrees.

Robert Eichfeld

Robert Eichfeld

Robert Eichfeld is a retired Citigroup executive. During a 33 year tenure, Mr. Eichfeld managed a variety of Citibank’s activities in a number of countries throughout the Caribbean, South America, the Middle East, SE Asia and the Sub Continent. Since 2000, he has remained active in business in the Middle East, serving for 10 years on the board of the leading investment bank in the Region. And for 16 years he has served as a board member and Chair of Grameen Foundation, an organization using technology and financial services to economically enable the world’s poorest populations. Among other non-profit organizations, he also served for several years as Vice Chair of Give To Colombia, which strives to improve the lives of the underserved in Colombia. He is a graduate of Wake Forest University; the Thunderbird School of International Management, where he served as Chair of its Global Advisory Council and as a member of its Board of Trustees; and Harvard’s Executive Program for Management Development.

Cecilia Mendez Hodes

Cecilia Mendez Hodes

Cecilia Mendez Hodes is a lawyer with more than 20 years’ experience in nonprofit governance. She has served in numerous leadership roles with not-for-profit institutions in her community and as a fiduciary for privately held, for-profit entities and individuals. Ms. Mendez Hodes is a trustee and vice president of the board of The Episcopal School in the City of New York, an independent school that is a leader in early childhood education. She serves as a director of a number of supporting organizations of National Philanthropic Trust. Her previous experience includes practicing corporate law in New York City at the law firm Willkie Farr & Gallagher and, later, as Counsel, USA Area, for The Royal Bank of Canada. Ms. Mendez Hodes graduated with General Honors and Departmental Honors in English from Vassar College, where she was a Matthew Vassar Scholar and was elected to Phi Beta Kappa. She holds a J.D. from Harvard Law School.

Eileen R. Heisman

Eileen R. Heisman

Eileen R. Heisman, ACFRE, is the President and CEO of NPT. She is a nationally recognized expert on charitable and planned giving. Ms. Heisman has been interviewed about philanthropy and donor-advised funds on CNBC, PBS, NPR, CNN International and Bloomberg TV, 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. She has been named four times by NonProfit Times as one of their Power and Influence Top 50, an annual listing of the 50 most influential executives in the philanthropic sector, most recently in 2017. She has been invited by the Chinese government to speak to their emerging nonprofit sector about philanthropy. She is also the Association of Fundraising Professionals’ 2014 Outstanding Fundraising Professional. Ms. Heisman is currently a member of the faculty at Leadership Philadelphia, as well as an adjunct faculty member at the University of Michigan’s School of Social Work graduate program and a lecturer at the University of Pennsylvania’s School of Social Policy and Practice. She is a regular lecturer for the Nonprofit Board Leadership Program at the University of Pennsylvania’s Wharton School and a member of the Governance Committee for the Nonprofit Leadership Program at the University of Pennsylvania’s School of Social Policy and Practice. Ms. Heisman serves on the Advisory Board at the University of Michigan’s School of Social Work. She is also the Chair of the Board at CultureTrust. Ms. Heisman received a B.S. with honors in Psychology from Carnegie Mellon University and a Master’s of Social Work with a major in social program evaluation from the University of Michigan. She 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.

Stephen Hopkins

Stephen Hopkins

Stephen Hopkins, Partner and Senior Client Advisor of Ballentine Partners, a client-centric investment and wealth management firm, has more than 30 years of leadership and hands-on experience in global asset management. Mr. Hopkins has held corporate executive-level positions at several firms, including Roundtable Investment Partners, Citigroup Asset Management, JPMorgan, and Goldman Sachs Asset Management. He is currently an independent director of Fund Evaluation Group and SRL Global. Mr. Hopkins graduated from the University of Rhode Island. He and his wife reside in Gilmanton, NH.

Dirk Jungé

Dirk Jungé

Dirk Jungé is Executive Chairman of Pitcairn Company, a recognized global leader in the specialized multi-family office marketplace. Until recently, he also served as Chief Executive Officer of Pitcairn. He has been an innovator and leader in the family office for over 30 years. A fourth generation member of the Pitcairn family, he has served in numerous capacities including investments, marketing and client services. He was instrumental in re-establishing the firm as a multi-family office offering in 1987, and in 2008 led Pitcairn’s pioneering transition to a 100% open architecture investment platform. Mr. Jungé is a consultant, author and frequent speaker at conferences and seminars on issues related to the financial services industry, family office, family governance and succession planning. He contributed a chapter for the Handbook of Family Business and Family Business Consultation: A Global Perspective, which explores the role of the multi-family office in a changing global economy. His article, “From family business conflict to family connectedness” appeared in Family Business Magazine. Widely recognized for his involvement in social and community affairs, Mr. Jungé sits on a variety of philanthropic and corporate boards. Mr. Jungé received a B.S. in Economics and Finance from Lehigh University and holds the designation of Chartered Financial Analyst.

Gerald Kerner

Gerald Kerner

Gerald Kerner, a graduate of Rutgers College and Harvard Law School, is a member of the Bar of the State of New York. He served for two years as law clerk to the United States District Court Judge John R. Bartels in New York following graduation from law school. Thereafter, he joined the law firm of Willkie Farr & Gallagher in New York, as an associate and became a partner in that firm, focusing upon litigation in state and federal courts and regulatory matters, and remained at the law firm for some 20 years. In 1997 he became general counsel and managing director of Duquesne Capital Management, L.L.C. and remained in that position until the firm ceased operations at the end of 2010. Thereafter, and presently, he is general counsel and managing director of Duquesne Family Office LLC. He is married, has three children, and resides in New York City.

Joseph H. Kluger

Joseph H. Kluger

Joseph H. Kluger, a Principal of arts consulting firm WolfBrown, has over 30 years of experience as a non-profit arts and culture executive and consultant in strategic planning, organizational collaboration, facilities, fund raising, governance, leadership development and succession planning projects for nonprofit museums, theaters, opera companies, symphony orchestras, performing arts centers, and educational institutions. Prior to his consulting career, Mr. Kluger held leadership positions in the symphony field, including President of The Philadelphia Orchestra Association (1989-2005), where he helped develop the Kimmel Center for the Performing Arts and raised over $130 million for endowment. He is also an internationally recognized expert in the use of technology to accomplish strategic objectives in the arts and provides advice in this area to organizations such as the League of American Orchestras and OPERA America and their members. Mr. Kluger has held voluntary leadership positions as Chair of Philadelphia Mayor Nutter’s Cultural Advisory Council and President of the Greater Philadelphia Cultural Alliance and served on numerous other non-profit boards. He began his professional career at the New York Philharmonic, following receipt of an M.A. in Arts Administration from New York University and a B.A. in Music from Trinity College in Hartford, CT.

Rosalyn McPherson

Rosalyn McPherson

Rosalyn McPherson is President and Founder of The ROZ Group, Inc. Highly regarded as a natural cross-pollinator, builder of strategic relationships, and cross-cultural content enthusiast she leads her company in providing strategic marketing and communications, custom publishing, project management, and product development to corporations, governmental agencies, and non-profit institutions. Entertainment, cultural arts, education, healthcare disparities, science and history are among her key areas. The ROZ Group is a certified minority business in the State of Pennsylvania. Most recently (2014 – 2016), Roz served as President & CEO of the Urban League of Philadelphia. In this position she was able to advocate for important issues related to education, social justice, and voting rights. She also delved deeply into the complex aspects of workforce development and job training. In addition to serving as a trustee for National Philanthropic Trust, she is on the Board of the Community College of Philadelphia and the Mental Health Association of Southeastern Pennsylvania. Ms. McPherson holds an M.B.A. in Marketing from Fairleigh Dickinson University and a B.S. in Secondary Education from Southern University & A&M College in Baton Rouge, LA.

Clark D. Pitcairn

Clark D. Pitcairn

Clark D. Pitcairn is a founder and the first President of National Philanthropic Trust. He is currently a senior vice president at Pitcairn Trust Company. Mr. Pitcairn also serves on the board of directors for Pitcairn Financial Group. Mr. Pitcairn served as President of the Glencairn Foundation for nine years. He is on the board of directors for the Academy of the New Church and serves as chair of its development committee. He also owned and operated Aquifer Dive Center in Jacksonville, FL, for six years.

Daniel Schloendorn

Daniel Schloendorn

Daniel Schloendorn was a partner with the law firm Willkie Farr & Gallagher in New York City for over 30 years, prior to retiring in 2013. During his tenure, his practice focused primarily on private investment funds as well as SEC-registered investment companies. He also represented the independent directors of several fund complexes and acted as counsel to a variety of domestic and foreign family offices. Mr. Schloendorn graduated cum laude from Fordham University and received his J.D. from New York University School of Law, where he was an editor of the Law Review. He was consistently highly ranked by Chambers in its annual survey of investment fund lawyers and recognized in “Who’s Who Legal – The International Who’s Who of Private Funds Lawyers.” Mr. Schloendorn frequently served as a member of several standing and special committees of The Association of the Bar of the City of New York, including its Private Funds Committee. He and his wife reside in Naples, Florida.

Paul Schreiber

Paul Schreiber

Paul Schreiber, a long-time partner at global law firm Shearman & Sterling and now Of Counsel with the firm, has focused his practice in the asset management area for over 30 years. He has a broad background in corporate finance, securities and futures regulations and has written and lectured extensively on the Investment Company Act of 1940, ERISA, securities and other financial issues. He has been named in Best Lawyers in America Who’s Who in American Law, Who’s Who in America, Who’s Who in the World and U.S. Legal 500. He is a member of the New York State Bar Association and the International Bar Association. He is a graduate of City College of New York (B.S.) and New York University School of Law (J.D. and L.L.M.).

Kelly M. Williams, J.D.

Kelly M. Williams, J.D.

Kelly M. Williams, J.D., Senior Advisor at GCM Grosvenor, has had a distinguished career in law and finance. She founded the Customized Fund Investment Group in 1999, which specialized in private equity, real estate and infrastructure investing and grew it to $30 billion in commitments at the time of its sale in 2014. She has been recognized by numerous organizations for her work in the pursuit of diversity in the finance industry and was recognized by American Banker as one of the Most Powerful Women in Finance from 2011-2014. Ms. Williams is Founding Chair and CEO of the Private Equity Women Investor Network. She serves on the board of directors of The Greenbrier Companies and as President of the Nantucket Historical Association. Ms. Williams also serves on the board of trustees and the executive committee of Union College, as well as the board of trustees for the Toigo Foundation and All In Together. She is a member of the Board of Commissioners of the Smithsonian American Art Museum and of the Investment Committee of Alfred P. Sloan Foundation. She also serves in an advisory capacity to the Sponsors for Educational Opportunity. She and her husband live in Palm Beach and Nantucket. She is a graduate of Union College and received her J.D. from New York University.

Suzanne Yoon

Suzanne Yoon

Suzanne Yoon is the Founder and Managing Partner of Kinzie Capital Partners, a private equity firm focused on making control investments across the United States in companies in the consumer, manufacturing and services industries. Prior to Kinzie, she was a Managing Director of Versa Capital Management. For her work at Versa, she received the “40 Under 40 Dealmakers Recognition Award” from M&A Advisor in 2013. Prior, Ms. Yoon was a Senior Vice President of CIT Group, co-founded LaSalle Bank/ABN AMRO’s Corporate Restructuring Group, and held positions in distressed loan portfolio management and advisory at LaSalle Bank and Ernst and Young’s Corporate Finance and Restructuring Advisory Group, respectively. Ms. Yoon is currently a steering committee member of Private Equity’s Women Investor Network (PE WIN) and of the Women’s Association of Venture & Equity (WAVE) and maintains active involvement with Turnaround Management Association, where she was Board Trustee; and American Bankruptcy Institute, where she formerly co-chaired its Finance Committee. In addition, she is active in Chicago community activities, including her service on the Board of Directors for HFS Chicago Scholars, a not for profit that serves economically disadvantaged Chicago inner-city high school students. Ms. Yoon received her B.A. in Economics from the University of Iowa and is an Executive Scholar of Northwestern’s Kellogg School of Management.