For Financial Institutions

To provide the best donor-advised fund service to your clients, work with NPT.

National Philanthropic Trust (NPT) is a public charity that offers donor-advised funds (DAFs). We provide a branded, full-service DAF solution to financial institutions. A DAF program in partnership with NPT allows you to:

  • Expand your client offering and increase your charitable assets under management
  • Leverage our philanthropic expertise to benefit your clients and advisors
  • Provide your advisors with a planning tool that can extend to multiple generations
  • Focus on growing the DAF program, while we act as the fiduciary and fully support all administration

To establish a Private-Label Partnership, we would jointly enter into a service-level agreement. NPT assumes all of the administrative, legal and technical aspects of managing your Private-Label DAF program, including gift acceptance, grant due diligence and distribution.

NPT’s staff provides prompt and professional support to both advisors and clients. You may determine custody of the charitable assets and recommend how they will be invested, based on NPT’s Investment Policy. NPT can provide your advisors with marketing materials, education and toll-free support to strategically and successfully market the DAF to clients.

Regional Contacts

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

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Bobbie Chapman, CAP

Regional Director | West

Bobbie Chapman, CAP® is Western Regional Director of Development and is based in San Francisco, California. She joined NPT in 2014 and has an extensive background in philanthropy development, incorporating financial, corporate, community relations, fundraising, and volunteer perspectives. Prior to NPT, she was Director of Business Development at The San Francisco Foundation and spent five years at Schwab Charitable as a Senior Relationship Manager. Prior to joining Schwab Charitable, she served as community relations liaison for American Airlines in Northern California. Bobbie’s memberships include the Northern California Planned Giving Council, San Francisco Estate Planning Council and currently serves on advisory board for the Marin Theater Company in Mill Valley, California. She received her Chartered Advisor in Philanthropy certification at The American College in 2009.

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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.

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Eric Joranson, JD

Senior Regional Director | Midwest

Eric Joranson, JD is the Midwestern Regional Director of Development for National Philanthropic Trust. Eric is based in Minneapolis, Minnesota. He is a former practicing attorney with 12 years of combined experience in advanced philanthropic planning and law practice. Eric has extensive technical experience with donor-advised funds, private foundations, split-interest trusts, gifts of complex assets (e.g., privately held stock, real estate and other illiquid interests), investing gift proceeds in alternative and private investments, specialized grantmaking services, and legacy planning.

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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.

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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.

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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
Bobbie Chapman
San Fransisco, CA
215.277.3090
Southwest
Jeff Gerold
Austin, TX
215.277.3072
Midwest
Eric Joranson
Minneapolis, MN
215.277.3016
Southeast
Ethan Burke
Charlottesville, VA
215.277.3082
Northeast
Ellen Galluccio
New York, NY
215.277.3088
Mid-Atlantic
Fernando Gonzalez
Philadelphia, PA
215.302.4102