March Luncheon- “Profit with Purpose: Incorporating Donor Advised Funds in the Sale of a Business”

Date: Wednesday, March 6, 2024
Time: 11:30am - 1:00pm
Location: Hollytree County Club
Speaker: Jeff Gerold, CFP®, CEPA®

We are pleased to have Gerold, CFP®, CEPA®, join us for the ETEPC March 2024 luncheon. He will be discussing how to manage donor advised funds within the sale of a business.


Jeff Gerold CFP®, CEPA® is the Vice President and Head of Advisor Experience at National Philanthropic Trust (NPT). He leads NPT’s Regional Directors, Advisor Services and Donor Relations teams. He cultivates relationships with advisors in TX providing consultative support to help clients achieve their philanthropic goals. He is based in Austin, TX. PROFESSIONAL BACKGROUND Jeff began his career in financial services in 1998 with a focus on charitable planning since 2007. He has experience with contributions of private company stock and oil and gas interests to a donor advised fund. He enjoys helping clients achieve their philanthropic goals through planning to reduce federal income and avoid capital gains taxes, ultimately turning those savings into gains for charity. EXPERIENCE, INVOLVEMENT, AND EXPERTISE Jeff is a Central Texas native and a graduate of the University of North Texas in Denton. In 2005, he fulfilled the educational and exam requirements to be a Certified Financial Planning (CFP®) practitioner and attained the Certified Exit Planning Advisor (CEPA®) designation in 2019. 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.


C. E. CREDIT: No prerequisites required.

CPAs: One hour                                CFP: One hour

Attorneys: One hour                          CLU: One hour - based on course content


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