All programs begin with an assessment of your current program and your team members to establish a baseline. Starting with discussion on the emergence of philanthropic planning, Sagrestano and Wahlers move on to outline how an integrated, donor-centered, values-based, philanthropic planning approach can help advisors and fundraisers meet the charitable and personal planning objectives of all philanthropists, starting with the top 10%, whose gifts comprise more than 95% of charitable dollars raised. It presents a positive, but realistic, picture of trends in donor giving patterns and gift vehicles, and is peppered with practical guidance for soliciting, analyzing, and implementing a charitable gift. You will be able to offer endowment, bequest and beneficiary designation gifts in a confident way, with a plan for how to offer more complex gift plans in the future. Philanthropic planning is a powerful way for individuals and families to give to the charities they believe in and care about. Brian is a regular presenter at national conferences and a past board member for several organizations, including the Partnership for Philanthropic Planning. Brian provides gift planning services to a wide range of charitable clients from national organizations focused on high-end gift plans to local charities seeking to start new gift planning programs.
A 29-year veteran of fundraising, Liz has served several institutions, including Brooks School, Phillips Academy, Tufts University and Concord Academy. We are dedicated to helping you meet your gift planning goals, whatever they might be. Everything is customizable from carefully developed templates to make creating your program as easy as possible but completely unique to your mission and organization. For information about hiring us for your next conference, workshop or event please reach out using the button below. The Philanthropic Planning Companion is key in keeping abreast of the changes in the philanthropic planning world and ensuring that your program will be cutting edge. The changing fundraising marketplace -- 2.
The program includes a full review of every aspect of your program as well as a one-day onsite visit to interview up to 10 key people involved in the gift planning program. The deliverable is an assessment report with observations and recommendations to move your program forward. I urge you to read this book. Joe is donor-centric in his approach, models what he teaches, and delivers above and beyond what he promises. The Philanthropic Planning Companion is key in keeping abreast of the changes in the philanthropic planning world and ensuring that your program will be cutting edge.
His newest book, The Disney Difference, shows nonprofits and for-profit corporations how to apply Disney-like principles to improve their organizations. Series Title: Responsibility: Brian M. With the New Philanthropists now in their peak earning, giving, and planning years, a new model of philanthropic planning is vital if charities and advisors want to reach this audience and continue the golden age of philanthropy in America. He also advises for-profit corporations on motivation, sales, leadership and employee morale. The Philanthropic Planning Companion is both. Foreword xvii Preface xix The Role of Philanthropic Planning xx Our Approach xx Using the Companion xxii Acknowledgments xxv From Brian M.
Thanking, recognizing, and stewarding legacy donors -- Pt. In addition, the authors offer proactive suggestions for: Crafting an environment for philanthropic planning Establishing connections among fundraisers and advisors Utilizing technology and social media in reaching newer generations Filled with proven tools to ensure sustained success, The Philanthropic Planning Companion illustrates how advisors and fundraisers can design, develop, assemble, and create plans for individuals and families that will meet their goals and needs for generations to come. And, is it easy to take the recommendations from suggestions to action? The Philanthropic Planning Companion is both. Marketing to prospects and those interested in the mission -- 8. He is the author of three books, including Big Gifts Small Effort, which helps charities, fundraisers and boards understand and use planned giving to better their organizations.
When not working, Brian enjoys singing with his barbershop quartet,. Too many fundraising consultants are accused of dumping and running. Joe will teach his tested and proven methodology for spending more time with better-qualified donors. Sagrestano xxv From Robert E. .
Creating and tracking your success -- 14. Policies, procedures, and agreements -- 15. During the time we partnered with Brian, we adopted newly-created agreements and policies, strategically identified prospects, and enhanced our legacy-focused marketing and educational materials, growing society membership from zero to 80 in three years. David is the current President of the Planned Giving Council of Greater Philadelphia. Cultivating loyals and everyone else -- 11. Sagrestano xxv From Robert E. David has presented at conferences around the country for organizations such as the Council on the Advancement and Support of Education, and the Philadelphia Chapter of the Association of Fund Raising Professionals, Planned Giving Council of Greater Philadelphia and the Planned Giving Group of New England.
Joe is a former board member of the Planned Giving Council of Greater Philadelphia. Brian has co-authored three books with Robert E. Whether you are building your practice to work with high net worth clients or you are enhancing your fundraising program, this is the book you will keep close at hand. Drawing from authors Brian Sagrestano and Robert Wahlers' combined experience in financial, estate, tax, and gift planning, The Philanthropic Planning Companion explores the new and exciting donor-centered, values-based model of philanthropic planning for both professional advisors and fundraisers. It is intended to apply to advisors and donors, as well as fundraisers at recipient charities, and will assist all in enhancing their respective practices in this complex and dynamic field. He provides training through seminars, retreats, and ongoing consultation. I urge you to read this book.
Well researched, practical, and passionate. Working with philanthropists -- 6. Anyone interested in simplifying planned giving should consider adding it to their library. Integrated solutions for principal gift tier one philanthropists -- 7. He has been a contributor to Planned Giving Today, Planned Giving Mentor, Advancing Philanthropy and Planned Giving Tomorrow.
All of this with a great sense of humor, making our work together fun, and leaving us inspired, motivated and believing we can do this. It ensures the charity's long-term future, while also meeting the donor's personal planning objectives. He has been published in Planned Giving Tomorrow and Planned Giving Mentor and cited in numerous publications, including the Chronicle of Philanthropy. Before pursuing a career in higher education advancement, David spent several years practicing law at White and Williams, Patterson and Weir and Fox Rothschild with an emphasis on real-estate, business, tax and estate planning. As you consider our services, contact our current and past clients, visit with our strategic partners, and review our testimonials to learn more about the type of concierge service and one-on-one support we offer to all of our clients. The role of professional advisors -- Pt.