Meet our team.
Great philanthropic work starts with great conversations. Below is a list of upcoming events where you can meet and speak with an NPT team member about your giving goals.
Key:
🟩 = Presenting
🔵 = Exhibiting
🔶 = Attending
Upcoming Events
- Heckerling Institute on Estate Planning 🔵
January 12-16, 2026
Orlando, FL
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Lisa Barr, CAP® | Vice President, Development, West
Rhonda Branch | Regional Director, New York Metro
Ethan Burke, CAP® | Regional Director, Southeast
Joe Gajewski | Executive, Family Office & Private Client Relationships
Fernando Gonzalez, CAP® | Vice President, Development, East
Andrew Hastings | Executive, Family Office & Private Client Development
Trevor Johnson | Regional Director, Southeast
Jeremy Schiff | Associate Regional Director, Mid-Atlantic - Southern California Council on Charitable Gift Planning 🟩
Educational Session: Strategic Planning Opportunities with Donor Advised Funds
January 15, 2026
Los Angeles, CA
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Rudy Flesher, CAP® | Regional Director, West - Florida Fiduciary Conference 🔶
April 30 and May 1, 2026
St. Petersburg, FL
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Trevor Johnson | Regional Director, Southeast - Johns Hopkins All Children’s Hospital Annual Estate Planning Seminar 🔶
May 7, 2026
St. Petersburg, FL
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Trevor Johnson | Regional Director, Southeast
Resources for Advisors DAF Insights for Advisors
