(Currently on leave-of-absence)

Brian Sagrestano has presented hundreds of programs for thousands of prospects, advisors and advancement professionals — including all of the major professional fundraising membership organizations, as well as gift planning councils and estate planning councils — on a wide range of gift-planning topics.

Some of these topics include:

For Fundraisers

  • Asking the Right Questions: How to Have the Gift Planning Discussion
  • Get Your Board on Board: Writing the Case for Gift Planning
  • Putting Your Gift Policies in Order
  • Understanding Donor-Centered Philanthropic Planning
  • Gifts of Complex Assets
  • Writing your Donor-Centered Gift Planning Marketing Plan
  • Impact of Changing Generational Cohorts on Individual Giving
  • Obtaining and Conducting Donor Visits
  • Gift Planning Essentials: Starting a Donor-Centered Gift Planning Program
  • Increasing Income in Retirement
  • How to Ask for Bequests

For Donors

  • Developing a Personal Philanthropic Plan
  • 5 Questions You Should Ask Before Seeing Your Estate Planner
  • Why You Need a Will
For more information on having Brian speak to your group, please contact us.