Brian M. Sagrestano, JD, CFRE

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Gift Planning Development, LLC
Job Title
President and CEO
100 Chestnut Place
New Hartford, NY 13413
United States
Email Address
Brian M. Sagrestano, JD, CFRE, is an author, public speaker and thought leader in the gift planning world. As the President of Gift Planning Development, 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. Brian is also a principal of Constellation Advancement, LLC, a full-service development consulting firm. Prior to starting GPD, he spent twelve years as a charitable gift planner, directing the gift planning programs for the University of Pennsylvania, Middlebury College and Meridian Health Affiliated Foundations. Brian has co-authored three books with Robert E. Wahlers, CFRE, including the award-winning Philanthropic Planning Companion: The Fundraisers’ and Professional Advisors’ Guide to Charitable Gift Planning (Wiley 2012), Getting Started in Charitable Gift Planning and the accompanying Resource Book (Charity Channel Press 2016). He has been a contributor to Planned Giving Today, Planned Giving Mentor, Advancing Philanthropy and Planned Giving Tomorrow. Brian has presented multiple times at the AFP International Conference on Fundraising, the National Conference on Philanthropic Planning, American Council on Gift Annuities Conference and the Crescendo Practical Planned Giving Conference, among others. He regularly keynotes local and regional events and conducts multi-day training programs for clients. Brian is a past board member of the National Association of Charitable Gift Planners (CGP/formerly PPP), the Gift Planning Council of New Jersey and Planned Giving Council of Greater Philadelphia, as well as a past editorial board member of the Journal of Gift Planning. An honors graduate of Cornell University and Notre Dame Law School, Brian lives with his wife and four children in New Hartford, New York, the scenic gateway to the Adirondack Mountains.
Past CGP Board, CGP Conference Speaker, Other - Write In
Other Position
Consultant and Author
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Title of Presentation 1
Jumpstart Your Results: Conducting a Legacy Giving Mini-Campaign
Presentation Description
Changing donor demographics and trends have fundamentally changed donor approaches to gift planning. Behavioral research by Russell James, Ph.D. has illustrated the donors are far more likely to remove charities from their final estate documents than they were in the past, suggesting that charities should try to lock in those commitments today. Demographic information highlighted in the Philanthropic Planning Companion by Robert Wahlers and Brian Sagrestano suggests different messages for each generational cohort to encourage and sustain these gifts. In this session, Brian will share how these changing demographics and trends can be utilized to shape a legacy giving mini-campaign to jump start your organization's current and future gifts. He will use the results from several organizations which have embarked on legacy giving mini-campaigns to demonstrate the power of the legacy giving mini-campaign and strategic matching gifts. One small organization closed the five largest OUTRIGHT gifts in their history as well as increased their irrevocable gifts by millions using a mini-campaign. This interactive session will foster discussion on how to generate a winning campaign strategy for your organization and how to build the required infrastructure. Most importantly, Brian will share how to set the goal and convince your leadership that such a campaign is worthwhile.
Title of Presentation 2
The End of Gift Planning As We Know It
Presentation Description
Brian M. Sagrestano, JD, CFRE shares the findings from his award-winning book (co-authored with Robert E. Wahlers, CFRE) The Philanthropic Planning Companion, focusing on how changes in donor beliefs, values and behavior have led to the need for philanthropic planning to replace planned giving for the next generations of donors.
Title of Presentation 3
Getting Started in Charitable Gift Planning
Presentation Description
Has your organization been told it needs to have a gift planning program, but you don’t know where to start? Or do you already have a gift planning program, but it is not performing up to expectations? In this session, Brian will share information from his latest two books with co-author Robert Wahlers, Getting Started in Charitable Gift Planning and the accompanying Resource Book, discussing why you need a robust gift planning program in the current fundraising environment, the key components you need to put in place, and how to be successful talking to prospects about gift planning.
Presentation Topic Areas
Gift Design, Current Events, Marketing/Cultivation, Case Studies, Administration, Integrated Planning, To be determined with Council, Other
Other - Write In
Using Blended Gifts to Maximize Philanthropy for Your Organization
Contact Information
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If you are not a current CGP Board member, please include information about your fee.
I present approximately 15 times per year, on a first come, first served basis. I charge both a speaking fee and expenses. The fee will vary depending upon location/travel time. I'd love to speak for your planned giving council!
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