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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Jeff Gerold, CFP®, CEPA®
VICE PRESIDENT, ADVISOR EXPERIENCE
Jeff Gerold CFP®, CEPA® is the Vice President and Head of Advisor Experience at National Philanthropic Trust (NPT). He leads NPT’s Regional Directors and Advisor Services teams. In Texas, he cultivates relationships with financial advisors, providing consultative support to help clients achieve their philanthropic goals. He is based in Austin, TX.
Fernando Gonzalez, CAP®
SENIOR DIRECTOR | HEAD, U.S. EAST
Fernando Gonzalez, CAP® is Senior Regional Director, Mid-Atlantic at National Philanthropic Trust (NPT). He leads the U.S. East team of Regional Directors. In his own territory, 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.
Lisa Barr, CAP®
SENIOR DIRECTOR | HEAD, U.S. WEST
Lisa Barr CAP® is Senior Regional Director, West at National Philanthropic Trust (NPT). She leads the U.S. West team of Regional Directors. In her own territory, she cultivates relationships with financial advisors in AK, CA, CO, 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.
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, CO, 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.
Rudy Flesher
REGIONAL DIRECTOR | SOUTHWEST
Rudy Flesher is Regional Director, Southwest at National Philanthropic Trust (NPT). As a Regional Director, he cultivates relationships with financial advisors in Southern California, Arizona and New Mexico, 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.
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, OK, 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.
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 CT, 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.
Rhonda Branch
REGIONAL DIRECTOR | NEW YORK METRO
Rhonda Branch is Regional Director of Development, New York Metro, at National Philanthropic Trust (NPT). As a Regional Director, she cultivates relationships with financial advisors and bankers in the New York City metropolitan region, providing consultative support to help clients achieve their philanthropic goals. She is based in Voorhees, NJ.
Rhonda has worked with ultra-high-net worth families in the wealth management and private banking industry for over 20 years. She began her career with Merrill Lynch and served in various leadership roles at financial institutions. Before joining NPT, Rhonda was Head of Consolidated Reporting for the Family Office Solutions group at UBS. She earned a Bachelor of Business Administration from George Washington University.
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, AR, FL, GA, KY, LA, 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.
