We are dedicated to providing support for your giving, especially in this time of heightened need. Please click here for resources to assist your philanthropy during the COVID-19 pandemic. Learn More Shape 4 Created with Sketch.

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
donate proceeds
Fair market value of securities
Long term capital gains tax paid
Charitable contribution / your charitable deduction
Total tax savings
Start Again
  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.

NPT Map Map Icon
Map Popup Close

Lisa Barr

Regional Director, West

Lisa Barr is the Western Regional Director, based out of San Francisco. She brings over 10 years of philanthropic experience to this role, most recently as Director of Philanthropic Entrepreneurship at Silicon Valley Community Foundation. Her other prior experience includes Executive Director roles at Longwood Symphony Orchestra and Boston Musica Viva, and Manager of Institutional Giving and Special Projects at Handel and Haydn Society. She has also served on several boards including Silicon Valley Planned Giving Council, Young Nonprofit Professionals Network’s Boston Chapter and Brookline Arts Center. Lisa earned her Master of Business Administration from Boston University Questrom School of Business and Bachelor of Music from Vanderbilt University.

Map Icon
Map Popup Close

Rina Alvarez

Regional Director | Midwest

Rina Alvarez is the Regional Director of Development, Midwest for National Philanthropic Trust, and is based out of Chicago, IL. She is a Chartered Advisor in Philanthropy (CAP®) with deep experience in bridging partnerships between the corporate and nonprofit sectors. Previously, she served as the first Director of Firmwide Diversity and Inclusion for Kirkland & Ellis, a leading global law firm, where she helped to grow the firm’s brand in the D&I space. Her prior experience includes supervising Hispanic media outreach efforts for worldwide clients at the Leo Burnett Company such as Kellogg’s, Kraft, Procter & Gamble and United Airlines. She also directed strategic planning, resource development and marketing for El Valor, the largest nonprofit serving Latino families in the Midwest. Rina has served on the boards of several nonprofit organizations throughout her career. She continues to serve as the Chair of El Valor’s Resource Development Committee. Rina earned an MBA from Northwestern University’s Kellogg School of Management with dual concentrations in Management Strategy and Marketing, and a BA in Sociology from St. Mary’s College in South Bend, IN.

Map Icon
Map Popup Close

Ellen Galluccio

Regional Director | Northeast

Ellen Galluccio is the Northeastern Regional Director of Development, based in Stamford, Connecticut. She is responsible for business development, relationship management and advanced philanthropic planning. Ellen has more than 20 years of experience in financial markets. She was a Managing Director at Natixis in financial product sales and later worked on a new business process as the Senior Legal and Risk Coordinator for Natixis Capital Markets. Prior to joining Natixis, Ellen was a Director at Credit Agricole in financial product sales. Ellen also served as Vice President and Manager at JPMorgan in Foreign Exchange. She received an M.S. degree in International Relations from New York University, and a B.A. degree in Political Science from Goucher College.

Map Icon
Map Popup Close

Dawn Fournier

Regional Director | Northeast

Dawn Fournier is the Northeastern Regional Director of Development. She has
assisted high net worth families with wealth management and philanthropic
planning for over 25 years. Dawn 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’s degree in biology and psychology from Boston College, an MEd in
Counseling and Consultative Psychology from Harvard University, and an MBA
with a concentration in finance from Wharton University

Map Icon
Map Popup Close

Janos Major

Regional Director, West

Janos Major is the Western Regional Director, based out of San Francisco. Over the past 11 years, Janos has focused on 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. Before joining NPT, 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.

Map Icon
Map Popup Close

Jeff Gerold, CFP

Senior Regional Director | Southwest

Jeff Gerold, CFP is the Southwestern Regional Director of Development and is based in Austin, Texas. Jeff has worked in advanced charitable planning for nearly a decade. He enjoys helping clients achieve their philanthropic goals, and in the process, reduce federal income and capital gains taxes, ultimately turning those savings into gains for charity. Jeff’s experience includes a broad spectrum of charitable contributions such as oil and gas wells, real estate, and private company stock. Jeff is a Central Texas native and a graduate of the University of North Texas in Denton. In 1998, he began his career in Financial Services. In 2005, he fulfilled the educational and exam requirements to be a Certified Financial Planning (CFP®) practitioner. In 2009, Jeff earned the Chartered Advisor in Philanthropy® (CAP®) designation.

Map Icon
Map Popup Close

Ethan Burke

Regional Director | Southeast

Ethan Burke is the Southeastern Regional Director of Development, based in Charlottesville, Virginia with his wife and three boys. He is responsible for business development, relationship management and advanced philanthropic planning. Ethan has more than 20 years of experience in advanced charitable planning. Before joining NPT, Ethan spent 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. degree in Political Science from Southern Methodist University in Dallas, Texas.

Map Icon
Map Popup Close

Fernando Gonzalez

Regional Director | Mid-Atlantic

Fernando Gonzalez is the Regional Director of Development, Mid-Atlantic at National Philanthropic Trust covering PA, DC, DE, MD, WV, OH, MI and IN. Mr. Gonzalez has eleven years of wealth management experience, as well as five years’ experience in real estate and mortgage consultancy, and a rich history of finance, governance, and community engagement. Prior to joining NPT, he 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. Mr. Gonzalez 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.

West
Lisa Barr
(888) 878-7900
Midwest
Rina Alvarez, CAP®
(888) 878-7900
Northeast
Ellen Galluccio
(888) 878-7900
Northeast
Dawn Fournier
(888) 878-7900
West
Janos Major
(888) 878-7900
Southwest
Jeff Gerold
(888) 878-7900
Southeast
Ethan Burke
(888) 878-7900
Mid-Atlantic
Fernando Gonzalez
(888) 878-7900

Advisor Resources

2019 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 2019 Donor-Advised Fund Report.

Read More

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.

Read More

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.

Read More

Tips for managing your charitable giving.

A donor-advised fund is an easy, efficient way to manage your charity. NPT offers these guidelines to help donors understand the do's and don'ts of grantmaking with a DAF.

Read More

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.

Read More

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.

Read More
Logo

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.

Read More

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.

Read More

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.

Read More
We work with some of the world’s most generous and inspired philanthropists.