Brian M. Sagrestano, JD, CFRE is the coauthor of two books published by CharityChannel Press: Getting Started in Charitable Gift Planning: Your Guide to Planned Giving and Getting Started in Charitable Gift Planning: The Resource Book.

Brian is the president and founder of Gift Planning Development (GPD) LLC, a full-service gift planning consulting firm. He provides gift planning services to a wide range of charitable clients from national organizations focused on high-end philanthropic planning to local charities seeking to start new gift planning programs using his Planned Giving Essentials and Planned Giving In a Box programs. Some of his clients include the University of Notre Dame, Temple University, Create a Jewish Legacy, Harmony Foundation, Bassett Health, The Community Foundation of Herkimer and Oneida Counties, Inc., and Delaware Art Museum. In 2013, Gift Planning Development became a member firm in Constellation Advancement, LLC, a full-service fundraising consulting firm. Prior to starting GPD in 2007, Brian spent twelve years as a charitable gift planner, directing the programs for the University of Pennsylvania, Middlebury College, and Meridian Health Affiliated Foundations.

Brian is a nationally sought-after speaker on gift planning topics, keynoting or presenting at many conferences, including the National Conference on Philanthropic Planning, the National Conference on Planned Giving, the AFP International Conference on Fundraising, the American Council on Gift Annuities Conference, and the Crescendo Practical Planned Giving Conference, as well local and regional conferences around the country. He has taught thousands of fundraisers, professional advisors, board members, and philanthropists how to use a donor-focused approach to integrate philanthropic goals with tax, estate, and financial planning.

A regular contributor to Advancing Philanthropy, Planned Giving Today, Planned Giving Mentor, PlannedGiving.Com, and Planned Giving Tomorrow, Brian has also been cited in numerous publications, including CASE Currents and the Chronicle of Philanthropy. He and Robert coauthored The Philanthropic Planning Companion—The Fundraisers’ and Professional Advisors’ Guide to Charitable Gift Planning (Wiley 2012), the 2013 AFP–Skystone Partners prize winner for research in philanthropy.

Brian is a past board member of the Partnership for Philanthropic Planning (PPP), the Gift Planning Council of New Jersey, and PPP of Greater Philadelphia, as well as a past member of the editorial board of the Journal of Gift Planning.

An honors graduate of both 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. In his off hours, Brian sings with the Mohawk Valley Chapter of the Barbershop Harmony Society, an internationally ranked barbershop chorus, as well as his local church choir. He also likes to spend time outdoors, hiking, canoeing, kayaking, and skiing in the Adirondack Park.

To learn more about GPD, Constellation or to share your thoughts with Brian, visit giftplanningdevelopment.com or email [email protected]

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Are You Ready for Gift Planning?

Knowing that gift planning is important for your prospects and will be valuable to your organization, it is time to ask if you are ready to start a proactive gift planning program. In some cases, you may think that you have a program already, but if you really consider it, you may find that you are not fully engaged in all that is necessary for success.

The Impact on Charitable Giving of The American Taxpayer Relief Act of 2012

This new law makes permanent several expiring tax provisions passed in 2001 and 2003 and includes a wide variety of other provisions, including “tax-extenders” (tax code rules that are usually re-authorized on a regular basis but not made permanent). The Act does not renew a temporary payroll tax “holiday” for earners. This means that most…