The Philanthropic Planning Companion - (AFP/Wiley Fund Development) by Brian M Sagrestano & Robert E Wahlers (Hardcover)

About the Book

"A donor-centered guide to charitable gift planning for fundraisers and professional advisors, The philanthropic planning companion compiles and analyzes the latest research on donor/client behavior, discussing the need for segmented approaches to charitable gift planning based upon the values and personal planning objectives of the donor/client. With its many tools, checklists and sample materials, it will serve as your charitable giving guide in your work with your donors/clients. 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. Outlines how an integrated, donor-centered, values-based, philanthropic planning approach can be implemented. Explores the latest research focuses on donor behavior For fundraisers and professional advisors alike, The philanthropic planning companion is the one-stop resource you'll keep by your side to help your donors/clients meet their charitable and personal planning objectives"--

Book Synopsis

A donor-centered guide to charitable gift planning for fundraisers and professional advisors

The Philanthropic Planning Companion compiles and analyzes the latest research on donor/client behavior, discussing the need for segmented approaches to charitable gift planning based upon the values and personal planning objectives of the donor/client. With its many tools, checklists and sample materials, it will serve as your charitable giving guide in your work with your donors/clients. 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.

• Outlines how an integrated, donor-centered, values-based, philanthropic planning approach can be implemented
• Explores the latest research focuses on donor behavior

For fundraisers and professional advisors alike, The Philanthropic Planning Companion is the one-stop resource you'll keep by your side to help your donors/clients meet their charitable and personal planning objectives.

From the Back Cover

Philanthropic planning is a powerful way for individuals and families to give to the charities they believe in and care about. It ensures the charity's long-term future, while also meeting the donor's personal planning objectives. 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.

Sagrestano and Wahlers start by explaining why emerging generational cohorts require charities and advisors to change their approach to philanthropy. The "New Philanthropists," consisting of the Baby Boomers, Generation X, and Millennials, have fundamentally different values and views on philanthropy and society than the "Traditionalist" generations that came before them. 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.

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. 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.

About the Author

BRIAN M. SAGRESTANO, JD, CFRE, is the President and CEO of Gift Planning Development, LLC, a gift planning consulting firm. Previously, he ran gift planning programs for the University of Pennsylvania and Middlebury College and practiced law as a trust and estates attorney. He has been published in Planned Giving Tomorrow and Planned Giving Mentor and cited in numerous publications, including the Chronicle of Philanthropy. Brian is a regular presenter at national conferences and a past board member for several organizations, including the Partnership for Philanthropic Planning.

ROBERT E. WAHLERS, MS, CFRE, is the Senior Director of Development and Gift Planning for Meridian Health. After working as a financial and estate planner, he has spent more than twenty years in the nonprofit sector with organizations like the Boy Scouts of America and American Cancer Society. He has been published in Planned Giving Mentor and has been cited in the Nonprofit Times and Advancing Philanthropy. Robert is a national board member with the Partnership for Philanthropic Planning and serves on the faculty at Columbia University for the Master of Science in Fundraising Management program.