Jeff Gerold
Senior Vice President of Strategic Partnerships @National Philanthropic Trust
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WORK HISTORY
Senior Vice President of Strategic Partnerships @National Philanthropic Trust
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
University of North Texas
BAA, Music, Counseling, Psychology
SKILLS
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
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