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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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.
Jeff Gerold, CFP CEPA
SENIOR DIRECTOR OF DEVELOPMENT | MIDWEST
Jeff Gerold CFP® CEPA is the Senior Director of Development, Southwest and leads the U.S. West Team of Regional Directors. He is based in Austin, Texas. Jeff has worked in advanced charitable planning for over a decade. Jeff’s experience includes a broad spectrum of charitable contributions such as private company stock, restricted and control stock and alternative investments like hedge or private equity funds. 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. Jeff is a Certified Financial Planning (CFP®) practitioner and a Certified Exit Planning Advisor.
Ellen Galluccio
SENIOR DIRECTOR OF DEVELOPMENT | NORTHEAST
Ellen Galluccio is the Senior Director of Development, Northeast, and leads the U.S. East Team of Regional Directors with a home base 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 previously was Managing Director of Global Markets Americas at Natixis, Director of Foreign Exchange Sales at Credit Agricole and Vice President and Manager at JP Morgan Capital Markets. She received an M.S. degree in International Relations from New York University, and a B.A. degree in Political Science from Goucher College. Ellen is a Chartered Advisor in Philanthropy® (CAP®).
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
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.
Jeff Gerold, CFP CEPA
SENIOR DIRECTOR OF DEVELOPMENT | SOUTHWEST
Jeff Gerold CFP® CEPA is the Senior Director of Development, Southwest and leads the U.S. West Team of Regional Directors. He is based in Austin, Texas. Jeff has worked in advanced charitable planning for over a decade. Jeff’s experience includes a broad spectrum of charitable contributions such as private company stock, restricted and control stock and alternative investments like hedge or private equity funds. 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. Jeff is a Certified Financial Planning (CFP®) practitioner and a Certified Exit Planning Advisor.
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.
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.
