For Advisors

Since 1996, NPT has worked with advisors like you to empower your clients in their philanthropy.

As the largest national independent provider of donor-advised funds (DAFs), NPT is happy to pass our charitable expertise on to you. Being well-informed about the advantages and benefits of DAFs will expand your own base of knowledge and help you deepen your relationship with your clients.

On this page, you’ll find resources to assist you in talking with your clients about whether a DAF is right for them, and in maximizing the impact of your clients’ giving. 

Securities Donation Calculator

Learn about the tax advantages of contributing long-term appreciated securities.

Direct contribution for big impact

There are two ways that donors can contribute long-term appreciated securities to charity. They can sell them and donate the proceeds, or they can contribute the securities directly. Many donors don’t consider this second strategy because many charities are not equipped to accept complex assets.

 

A DAF enables the donor to make a direct contribution of securities and reduce their tax liability. The full value of the asset is reflected in the DAF balance, making more available to grant out to charity.

How to use this calculator

This calculator offers a sense of the impact you can have with contributions of long-term appreciated securities. Enter the fair market value of the shares you’re thinking of contributing, along with your federal income tax and long-term capital gains rates and the relevant cost basis of the shares.

 

Finally, click the Calculate button. You’ll see a chart detailing the after-tax benefits you can expect from a direct contribution of securities, compared with what you can expect if you first sell the securities on your own.

What is the actual benefit of contributing your securities to National Philanthropic Trust?

You reduce your taxes by an extra $0.00 and the charity receives an additional $0.00.

 Contribute securities to NPTSell securities and
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Fair market value of securities
Long term capital gains tax paid
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  1. Amount of the Proposed Donation is the fair market value of the appreciated securities held more than one year that you are considering to donate.

  2. Select the 15% federal long-term capital gains rate if you have 1.) taxable income of $400,000 or less with tax filing status of Single or 2.) taxable income of $450,000 or less with tax filing status of Married Filing Jointly. The 15% long-term capital gains rate applies to taxpayers subject to the 25%, 28%, 33% and 35% federal income tax rates.

    Select the 20% federal long-term capital gains rate if you have 1.) taxable income above $400,000 with tax filing status of Single or 2.) taxable income above $450,000 or less with tax filing status of Married Filing Jointly. The 20% long-term capital gains rate applies to taxpayers subject to the 39.6% federal income tax rate.

    A zero percent (0%) long-term capital gains rate applies to taxpayers subject to the 10% or 15% federal income tax rate.

    Please note that the long-term capital gains tax rates depicted in the Securities Donation Calculator do not take into consideration that long-term capital gain income may also be subject to an additional 3.8% Medicare tax for taxpayers with income at or above a certain threshold. Please consult with your tax advisor when making decisions pertaining to your specific situation.

  3. Cost basis is the amount of money you have invested in the shares of a particular fund or individual security. It represents the basic dollar amount, that when compared to the price at which you sell your shares, tells you how much of a capital gain or loss you have realized.

Regional Contacts

NPT has professionals across the country available to discuss your philanthropic needs.

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Lisa Barr, CAP®

REGIONAL DIRECTOR | WEST

Lisa Barr CAP® is Regional Director, West at National Philanthropic Trust (NPT). As a Regional Director, she cultivates relationships with financial advisors in AK, CA, HI, ID, MT, NV, OR, UT, WA and WY, providing consultative support to help clients achieve their philanthropic goals. She is based in San Francisco, CA.

Prior to working at NPT, Lisa was the Director of Philanthropic Entrepreneurship at Silicon Valley Community Foundation. In her more than ten years of prior philanthropic experience, she also held Executive Director roles at Longwood Symphony Orchestra and Boston Musica Viva, and as Manager of Institutional Giving and Special Projects at the Handel and Haydn Society. She has also served on several boards including Silicon Valley Planned Giving Council, Young Nonprofit Professionals Network of Boston and Brookline Arts Center. Lisa earned her Master of Business Administration from Boston University Questrom School of Business and her Bachelor of Music from Vanderbilt University.

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Janos Major, CAP®

REGIONAL DIRECTOR | WEST

Janos Major, CAP® is Regional Director, West at National Philanthropic Trust (NPT). As a Regional Director, he cultivates relationships with financial advisors in AK, CA, HI, ID, MT, NV, OR, UT, WA and WY, providing consultative support to help clients achieve their philanthropic goals. He is based in San Francisco, CA.

In his career prior to joining NPT, Janos had experience with high-net-worth and ultra-high-net-worth clients, managing upwards of $225M. He has focused on retirement planning, investment strategies, tax planning and estate and legacy planning. Most recently, he worked for Fisher Investments as an Investment Counselor. Other prior experience includes roles at PNC as a Financial Specialist and at ING Financial Partners as an Investment Advisor and District Manager. Janos earned a Bachelor of Science in Business Administration from Drexel University with a concentration in Finance and Legal Studies.

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Rudy Flesher

REGIONAL DIRECTOR | WEST

Rudy Flesher is Regional Director, West at National Philanthropic Trust (NPT). As a Regional Director, he cultivates relationships with financial advisors across Southern California, providing consultative support to help clients achieve their philanthropic goals. He is based in Los Angeles, CA.

Prior to taking on this role, Rudy had over ten years of experience in community-based fundraising and grantmaking. As a social impact consultant, he has trained more than 250 individuals in fundraising and mission-oriented storytelling. In his former work as a foundation-based program officer, Rudy also managed a robust annual grantmaking portfolio, giving him fresh perspective from both ends of philanthropic relationship-building. He holds a B.A. in Women’s and Gender Studies from The College of New Jersey and an M.F.A. in Screenwriting from the University of Southern California.

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Jeff Gerold, CFP®, CEPA®

SENIOR DIRECTOR OF DEVELOPMENT | SOUTHWEST

Jeff Gerold CFP®, CEPA® is the Senior Director of Development, Southwest at National Philanthropic Trust (NPT). He leads the U.S. West Team of Regional Directors. In his own territory, he cultivates relationships with financial advisors in AR, AZ, CO, NM, LA, OK and TX, providing consultative support to help clients achieve their philanthropic goals. He is based in Austin, TX.

Jeff began his career in financial services in 1998 and has focused on charitable planning since 2007. He has experience in managing contributions of real estate and private company stock. He enjoys helping clients achieve their philanthropic goals through gift planning that reduces federal income and capital gains taxes, ultimately turning those savings into gains for charity. Jeff is a Central Texas native and a graduate of the University of North Texas in Denton. In 2005, he fulfilled the educational and exam requirements to be a Certified Financial Planning (CFP®) practitioner. In 2019, Jeff attained the Certified Exit Planning Advisor (CEPA®) designation.

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Matthias Mackay

REGIONAL DIRECTOR | MIDWEST

Matthias Mackay is Regional Director, Midwest at National Philanthropic Trust (NPT). As a Regional Director, he cultivates relationships with financial advisors in IA, IL, KS, MN, MO, ND, NE, SD and WI, providing consultative support to help clients achieve their philanthropic goals. He is based in Chicago, IL.

Matthias has a financial advising background with deep knowledge of the markets, financial planning and storytelling sales strategies. He has years of experience developing strong client relationships built on follow-through and customized solutions. Prior to joining NPT, Matthias was Branch Manager for TD Ameritrade, with a range of responsibilities from managing award-winning teams and regional sales strategies to conducting large educational seminars. Previously, he was Manager, Financial Services at Prudential, where he was consistently recognized for high results; he has also worked with advisors and institutional clients providing research and software solutions for Morningstar. He has a B.S. in Political Science from the University of Illinois Urbana-Champaign.

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Ellen Galluccio, CAP®

SENIOR DIRECTOR OF DEVELOPMENT | NORTHEAST

Ellen Galluccio CAP® is the Senior Director of Development, Northeast at National Philanthropic Trust (NPT). She leads the U.S. East Team of Regional Directors. In her own territory, she cultivates relationships with financial advisors in CT, NJ and NY, providing consultative support to help clients achieve their philanthropic goals. She is based in Stamford, CT.

Ellen has over 20 years of extensive financial services experience. In her work prior to joining NPT, she served in roles including Managing Director of Global Markets Americas at Naxtis, Director of Foreign Exchange Sales at Credit Agricole and Vice President and Manager at JP Morgan Capital Markets. Ellen is a Chartered Advisor in Philanthropy (CAP®). She earned a Master of Science in Global Affairs with a concentration in International Relations from New York University and a Bachelor of Arts in Political Science from Goucher College.

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Meghan Clifford

REGIONAL DIRECTOR | NEW ENGLAND

Meghan Clifford is Regional Director, New England at National Philanthropic Trust (NPT). As a Regional Director, she cultivates relationships with financial advisors in MA, ME, NH, RI and VT, providing consultative support to help clients achieve their philanthropic goals. She is based in Boston, MA.

Meghan has over 20 years of experience in the nonprofit sector working with donor-advised funds. Prior to working at NPT, she held the roles of Senior Vice President, Senior Relationship Manager, Vice President, and Assistant Vice President at Bank of America Charitable Gift Fund. Earlier in her career, she also served as Grants Management Specialist with Dana Farber Cancer Institute; Manager of Grants and Foundation Relations with The American Ireland Fund; and Manager of Children’s Program with Aoibhneas Women’s Refuge in Dublin, Ireland. Meghan earned her Bachelor of Art in Social Work from the University of Vermont and obtained her Social Work license in both the State of Massachusetts and the Republic of Ireland.

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Dawn Fournier

REGIONAL DIRECTOR | NORTHEAST

Dawn Fournier is Regional Director, Northeast at National Philanthropic Trust (NPT). As a Regional Director, she cultivates relationships with financial advisors in CT, NJ and NY, providing consultative support to help clients achieve their philanthropic goals. She is based in Chalfont, PA.

Dawn assisted high-net-worth families with wealth management and philanthropic planning for over 25 years prior to joining NPT. She began her career with The Carlyle Group and has worked with Donaldson, Lufkin & Jenrette (acquired by Credit Suisse), Merrill Lynch’s Private Banking and Investment Group and Stifel Financial. She earned a Bachelor of Science in Biology and Psychology from Boston College, an M.Ed in Counseling and Consultative Psychology from Harvard University, and an M.B.A with a concentration in Finance from the Wharton School of Business at the University of Pennsylvania.

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Fernando Gonzalez, CAP®

REGIONAL DIRECTOR | MID-ATLANTIC

Fernando Gonzalez CAP® is Regional Director, Mid-Atlantic at National Philanthropic Trust (NPT). As a Regional Director, he cultivates relationships with financial advisors in DC, DE, IN, MD, MI, OH, PA and WV, providing consultative support to help clients achieve their philanthropic goals. He is based in Philadelphia, PA.

Prior to joining NPT, Fernando was Vice President and Relationship Strategist for PNC Wealth Management in the Philadelphia region. Earlier in his career, he served as a Financial Advisor for Merrill Lynch, and as a Senior Mortgage Consultant with Prudential Fox & Roach Realtors. Currently, he is President of the Board for the Delaware Valley Legacy Fund, among other volunteer leadership positions. Fernando holds a Master of Business Administration from the University of Maryland, focusing on Finance and Global Business, and a Bachelor of Music from Colorado State University.

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Ethan Burke, CAP®

REGIONAL DIRECTOR | SOUTHEAST

Ethan Burke CAP® is Regional Director, Southeast at National Philanthropic Trust (NPT). As a Regional Director, he cultivates relationships with financial advisors in AL, FL, GA, KY, MS, NC, SC, TN and VA, providing consultative support to help clients achieve their philanthropic goals. He is based in Charlottesville, VA.

Prior to working at NPT, Ethan had more than 20 years of experience in advanced philanthropic planning. He spent over 10 years with St. Jude Children's Research Hospital, working with high-net-worth individuals on legacy planning with complex assets. Ethan also served as a financial advisor at Merrill Lynch as a private wealth strategist. He received a graduate certificate from Georgetown University in Managing Global Business and a B.A. in Political Science from Southern Methodist University in Dallas, TX.

West
Lisa Barr
(888) 878-7900
West
Janos Major
(888) 878-7900
West
Rudy Flesher
(888) 878-7900
Southwest
Jeff Gerold
(888) 878-7900
Midwest
Matthias Mackay
(888) 878-7900
Northeast
Ellen Galluccio
(888) 878-7900
New England
Meghan Clifford
(888) 878-7900
Northeast
Dawn Fournier
(888) 878-7900
Mid-Atlantic
Fernando Gonzalez
(888) 878-7900
Southeast
Ethan Burke
(888) 878-7900

Advisor Resources

2020 DAF data highlights

Donor-advised funds are the fastest-growing and most popular charitable giving vehicle. For a look at trends in DAFs, explore highlights from NPT’s 2020 Donor-Advised Fund Report.

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DAF Insights for Advisors

Our blog series offers explorations of trends, topics and strategies for DAF giving, aimed at financial advisors and other wealth management professionals.

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The NPT donor-advised fund.

Uniquely flexible and easy to use, NPT's donor-advised fund is designed to support your personal charitable mission, as it stands now and as it evolves.

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Compare philanthropic vehicles.

NPT's research can help you decide which charitable giving vehicle is right for you. Learn about some of the differences between DAFs, supporting organizations and private foundations.

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Our strategy for realizing our mission.

NPT serves thousands of donors in the US and around the world, providing expert philanthropic guidance and administrative services.

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Access partner resources.

We've compiled a group of some of the most relevant articles and brochures to aid your conversations with clients about how they can manage their philanthropy, and how a DAF can help.

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A uniquely flexible donor-advised fund.

We can help you achieve your philanthropic goals by making your contributions, investments, grantmaking and succession planning as flexible and effective as possible.

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Can I use my DAF for that?

This blog series examines some of the most common questions from donors, their advisors, and even the charities they support about how DAFs can—and cannot—be used.

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Learn what’s best for your client: a private foundation or a DAF.

Both giving vehicles allow families to collaborate and, depending on the DAF sponsor, to establish a philanthropic legacy in perpetuity. Here are a few tips to help your clients make the best choice for their giving.

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