Meet Jeff Gerold, CFP®, CEPA®:

Jeff Gerold, CFP®, CEPA® is the Senior Director of Development, Southwest and leads the U.S. West Team of Regional Directors at National Philanthropic Trust (NPT).  Jeff is based in Austin, Texas.

Jeff began his career in financial services in 1998 with a focus on charitable planning since 2007.  He has experience in managing contributions of real estate and private company stock.  Jeff enjoys helping clients achieve their philanthropic goals through gift planning that reduces federal income and capital gains taxes, ultimately turning those savings into gains for charity.

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 and in 2005, Jeff fulfilled the educational and exam requirements to be a Certified Financial Planning (CFP®) Practitioner.  In 2019, Jeff attained the Certified Exit Planning Advisor (CEPA®) Designation.  Drawing on his expertise, Jeff has written several blogs for NPT.  Some topics include: Maximizing Year-End Giving, Donating Pre-Ipo Shares to a DAF and Converting a Foundation to a DAF.