{"product_id":"the-philanthropic-planning-companion-9781118004548","title":"The Philanthropic Planning Companion","description":"\u003cb\u003eA donor-centered guide to charitable gift planning for fundraisers and professional advisors\u003c\/b\u003e \u003cp\u003e\u003ci\u003eThe Philanthropic Planning Companion\u003c\/i\u003e 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.\u003c\/p\u003e \u003cul\u003e \u003cli\u003eOutlines how an integrated, donor-centered, values-based, philanthropic planning approach can be implemented\u003c\/li\u003e \u003cli\u003eExplores the latest research focuses on donor behavior\u003c\/li\u003e \u003c\/ul\u003e \u003cp\u003eFor fundraisers and professional advisors alike, \u003ci\u003eThe Philanthropic Planning Companion\u003c\/i\u003e is the one-stop resource you'll keep by your side to help your donors\/clients meet their charitable and personal planning objectives.\u003c\/p\u003e\u003cbr\u003e\u003cbr\u003e\u003cbr\u003e\u003cb\u003eAbout the Author\u003c\/b\u003e\u003cbr\u003e\u003cp\u003e\u003cb\u003eBRIAN M. SAGRESTANO, JD, CFRE, \u003c\/b\u003e 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 \u003ci\u003ePlanned Giving Tomorrow\u003c\/i\u003e and \u003ci\u003ePlanned Giving Mentor\u003c\/i\u003e and cited in numerous publications, including the \u003ci\u003eChronicle of Philanthropy\u003c\/i\u003e. Brian is a regular presenter at national conferences and a past board member for several organizations, including the Partnership for Philanthropic Planning.\u003c\/p\u003e \u003cp\u003e\u003cb\u003eROBERT E. WAHLERS, MS, CFRE, \u003c\/b\u003e 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 \u003ci\u003ePlanned Giving Mentor\u003c\/i\u003e and has been cited in the \u003ci\u003eNonprofit Times\u003c\/i\u003e and \u003ci\u003eAdvancing Philanthropy\u003c\/i\u003e. 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.\u003cbr\u003e\u003c\/p\u003e","brand":"Wiley","offers":[{"title":"Default Title","offer_id":50332449767698,"sku":"9781118004548","price":79.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0831\/4771\/8930\/files\/img_e9049bf2-f464-4ef1-8597-6b3dfe61334b.jpg?v=1727837215","url":"https:\/\/surprise-castle.myshopify.com\/products\/the-philanthropic-planning-companion-9781118004548","provider":"Surprise Castle","version":"1.0","type":"link"}