JENKINTOWN, Pa.--(BUSINESS WIRE)--National Philanthropic Trust (NPT), the largest independent national donor-advised fund sponsor and one of the 25 largest grantmaking institutions in the U.S., is pleased to announce the appointment of three new board members.
“Ann Dugan, Stephen Hopkins and Kelly Williams are each leaders in their respective industries,” said Eileen Heisman, CEO of National Philanthropic Trust. “We believe their combined experience in nonprofit management, wealth management, and law will be extremely valuable as NPT grows.”
Continued Heisman, “We conducted an exhaustive search for leaders who would further strengthen our board’s breadth of talent and background. We are delighted to have identified such individuals to join the outstanding team of existing board members. I’m confident that Ann, Stephen and Kelly are going to make an important and positive impact on the work we do in philanthropy.”
Ann Dugan, Senior Managing Director at Family Office Exchange (FOX), leads the FOX Advisory and Educational Efforts. Ms. Dugan founded the Institute for Entrepreneurial Excellence at the University of Pittsburgh, which she led for nearly 30 years, while also serving as the Assistant Dean for the Joseph M. Katz Graduate School of Business. Her efforts in creating one of the first university-based programs that understood all sustaining family businesses start with an entrepreneur earned her recognition as a leader in the field and the prestigious EY Regional Entrepreneur of the Year Award in 2009. Ms. Dugan orchestrated her own successful succession in 2014 but continues to work with families of wealth in all the complex pathways of their lives. Through the years, she has helped many families in the startup and growth of their philanthropic initiatives and has served as the first non-family member of three private family foundations. Currently she is a board member of Grantmakers of Western Pennsylvania. Ms. Dugan and her husband reside in Pittsburgh, PA and Key West, FL. She is a graduate of the University of Pittsburgh, where she received her Bachelor of Science and Master of Business Administration degrees.
Stephen Hopkins, Partner and Senior Client Advisor of Ballentine Partners, a client-centric investment and wealth management firm, has more than 30 years of leadership and hands-on experience in global asset management. Mr. Hopkins has held corporate executive-level positions at several firms, including Roundtable Investment Partners, Citigroup Asset Management, JPMorgan, and Goldman Sachs Asset Management. He is currently an independent director of Fund Evaluation Group and SRL Global. Hopkins graduated from the University of Rhode Island. He and his wife reside in Gilmanton, NH.
Kelly Williams, J.D., Senior Advisor at GCM Grosvenor, has had a distinguished career in law and finance. She founded the Customized Fund Investment Group in 1999, which specialized in private equity, real estate and infrastructure investing and grew it to $30 billion in commitments at the time of its sale in 2014. She has been recognized by numerous organizations for her work in the pursuit of diversity in the finance industry and was recognized by American Banker as one of the Most Powerful Women in Finance from 2011-2014. Ms. Williams is Founding Chair and CEO of the Private Equity Women Investor Network. She serves on the board of directors of The Greenbrier Companies and as President of the Nantucket Historical Association. Ms. Williams also serves on the board of trustees and the executive committee of Union College, as well as the board of trustees for the Toigo Foundation and All In Together. She is a member of the Board of Commissioners of the Smithsonian American Art Museum and of the Investment Committee of Alfred P. Sloan Foundation. She also serves in an advisory capacity to the Sponsors for Educational Opportunity. She and her husband live in Palm Beach and Nantucket. She is a graduate of Union College and received her Juris Doctorate from New York University.
Photos available upon request.
About National Philanthropic Trust
Founded in 1996, National Philanthropic Trust is the largest national independent donor-advised fund sponsor and has raised over $10 billion in charitable contributions. NPT currently manages $6.2 billion in charitable assets and has made more than 200,000 grants totaling $5 billion to charities around the world. NPT annually publishes the Donor-Advised Fund Report, the industry’s authority on the state of DAF giving. In 2016, NPT launched HistoryofGiving.org, the world’s first, most comprehensive digital narrative of the last 500 years in philanthropy. More at NPTrust.org.