Gift Planning Development, LLC
“Helping you chart a strategic direction in gift planning.”
Gift Planning Development was founded to help charities, professional advisors and individuals develop integrated, collaborative, gift planning strategies. We find that most individuals make charitable gifts because they have been moved by a charity’s mission or because they desire to have impact and effect change through philanthropy. When the tax, estate planning, financial planning, and personal planning objectives of individuals work in harmony with these charitable giving goals, the resulting gift plans can meet both the donors’ and the charities’ needs while creating both immediate benefits and enduring legacies.
Navigating Our Site
If you are a charity looking for help to build or enhance your gift planning effort (including hiring gift planning staff), a professional advisor seeking information on how to help a client, or an individual with a desire to integrate your charitable giving with your overall tax, estate and financial planning, our What We Can Do For You section outlines the many different ways Gift Planning Development can help. To learn more about the experience and background of the members of our firm, visit About Our Firm. If you just need to talk to someone about your situation, visit Contact Us.
We thank you for visiting Gift Planning Development and look forward to partnering with you to develop your gift planning effort.
Brian M. Sagrestano, JD, CFRE