Jeff Gerold
SVP Strategic Partnerships - Donor Advised Funds | CFP® | RIA, Broker Dealer & Bank Channel Development | 27 Years Financial Services Leadership | Bringing Capital to the Social Sector Through Financial Advisor Channels
- Role
- Senior Vice President of Strategic Partnerships at National Philanthropic Trust
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Jeff Gerold
National Philanthropic Trust (NPT) is a public charity dedicated to providing philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their philanthropic aspirations.Philanthropy | Donor Advised Funds | Exit Planning | Financial Planning | Wealth Management | Public Speaking | Donor-Advised Fund Report | Impact Investing | CFP® | CEPA
Experience
Senior Vice President of Strategic Partnerships
Oct 2025 — Present · Austin, TX, US
I work with advisory firms and wealth managers to establish private-label and strategic partner donor-advised fund programs for the benefit of their philanthropic clients. Financial institutions are increasingly incorporating DAFs into their holistic financial planning platforms and the combination of my financial expertise, philanthropic specialization, and passion for helping others achieve their charitable goals has made me a trusted advisor in this space.
Education
The University of Dallas
Financial Planning
2003 — 2004
University of North Texas
BAA, Music, Counseling, Psychology
1987 — 1992
Skills
- Financial Planning
- Philanthropy
- Strategic Financial Planning
- Estate Planning
- Wealth Management
- Public Speaking
- Asset Allocation
- Financial Services
- Asset Management
- Management
- Portfolio Management
- Strategic Planning
- Investment Advisory
- Insurance
- Leadership
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