For the last forty years, charities have focused their high-end fundraising on unrestricted gifts from the Traditionalist generations (born Pre-1946). With the rise of the "New Philanthropists" (born 1946-present), there has been a significant generational shift in the donor base. In this session, Brian will share the latest research from his book with co-author Robert E. Wahlers, The Philanthropic Planning Companion: The Fundraisers' and Professional Advisors' Guide to Charitable Gift Planning, exploring why charities and professional advisors must use a collaborative, philanthropic planning approach when working with high net worth donors from these rising New Philanthropists. Special attention will be given to the common elements from philanthropic planning efforts from Princeton, Harvard, the Heritage Institute and others. 

At the conclusion of this session, participants will:
  • Understand the shared values of different generational cohorts and what motivates their giving
  • Understand the opportunities for their practice/organization if they embrace a philanthropic planning approach for high net worth prospects/clients
  • Identify the best practices for shaping a practice or charitable organization to work with high net worth individuals in philanthropic planning

  • Target Audience 
    Advanced Level presentation. It will apply the information on generational cohorts to principal gifts/high net worth prospects. 

    About the Presenter:

    Brian M. Sagrestano, JD, CFRE is the Founder of Gift Planning Development, a gift planning consulting firm, and co-author of the Philanthropic Planning Companion: The Fundraisers' and Professional Advisors' Guide to Charitable Gift Planning. He is a nationally recognized speaker on gift planning topics, having presented multiple times at the AFP International Conference on Fundraising, the National Conference on Philanthropic Planning, the American Council on Gift Annuities Conference, the Crescendo Practical Planned Giving Conference and many regional and local events.
    Program Information
    Date Presented:
    January 24, 2013 1:00 PM Eastern
    1 hour, 30 minutes
    Transformational Gifts: Using Philanthropic Planning To Partner with Prospects and Advisors
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