Gift Planning Development, LLC

  “Helping you chart a strategic direction in gift planning.”


About Our Firm

Brian M. Sagrestano
Brian M. Sagrestano, JD, CFRE, serves as President and CEO of Gift Planning Development, LLC a full service gift planning consulting firm. The son of a sole-practitioner CPA, Brian’s interest in the complexities of the tax code was “encouraged” at a very young age. Brian worked for the family business throughout his formative years and then “as-needed” until it was sold in 2001. He earned an A.B. cum laude from Cornell University and a J.D. cum laude from Notre Dame Law School. Brian’s service as a law clerk in the Hunterdon County, New Jersey Superior and Surrogate Courts cemented his interest in estate planning and probate. He spent several years practicing law with two New Jersey law firms, with an emphasis on tax and estate planning. Brian’s client-centered philosophy ultimately drew him into philanthropic planning full-time, where he led the gift planning efforts for the University of Pennsylvania, Middlebury College and Meridian Health Affiliated Foundations, following major gift and gift planning positions at Clarkson University and Hamilton College. The gift planning programs under Brian’s direction raised over $400 million in complex outright gifts, life-income gifts and realized estate gifts. After many years working directly for charities, Brian formed Gift Planning Development in 2007.

A strategic thinker, Brian specializes in helping charities develop integrated, donor-centered philanthropic planning programs, either from the ground up -- using his Gift Planning Essentials or Planned Giving in a Box® programs, or enhancing existing programs, and then assisting in implementation of the needed elements. Some of his clients include the University of Notre Dame, Temple University, Create a Jewish Legacy, Children’s Hospital of Philadelphia, the Community Foundation of Herkimer and Oneida Counties and Delaware Art.

Brian has presented at conferences around the country for organizations such as the Partnership for Philanthropic Planning (formerly the National Committee on Planned Giving), the Council on the Advancement and Support of Education, and the Association of Fund Raising Professionals. Over the last fourteen years, he has spoken to hundreds of groups and developed philanthropy training programs for many nonprofits. He has taught tens of thousands of fundraisers, professional advisors, board members and philanthropists how to use a donor-centered approach to integrate philanthropic goals with tax, estate and financial planning. A recent attendee to one of his sessions wrote in her evaluation, "I was struck by his breadth of knowledge, professional expertise and at the same time his ability to convey abstract concepts in easy to understand lay terms. Brian is warm, funny and very generous with information. Once you have met him, he is a friend and the "go-to" person for advice.”

Brian is a past board member of the Partnership for Philanthropic Planning (PPP), the Gift Planning Council of New Jersey and PPP of Greater Philadelphia. He served on the editorial board of the Journal of Gift Planning, the flagship gift planning magazine published by PPP and is a past editorial board member for Planned Giving Mentor. In 2012 he released his first book, with co-author Robert Wahlers, The Philanthropic Planning Companion: The Fundraisers’ and Professional Advisors’ Guide to Charitable Gift Planning(Wiley 2012). He has been published in Planned Giving Today, Planned Giving Mentor and Planned Giving Tomorrow and cited in numerous publications, including Advancing Philanthropy, CASE Currents and the Chronicle of Philanthropy, among others. He is also a contributor and consultant to

When not working, Brian enjoys spending time with his wife and four children. He has also been seen singing in a barbershop chorus, refinishing furniture, swinging a golf club or tennis racquet and watching the occasional baseball game.
Joseph Tumolo, CAP
Joe started his practice in 2013 and since then has worked with over 25 organizations including Lockhaven University, Lockhaven, PA Immaculata University, Malvern PA, Bloomsburg University, Bloomsburg, PA, Manlius Pebble Hill School, Syracuse, NY, Wooster Academy, Wooster, MA, , Friends Select School, Philadelphia, PA, National Comprehensive Cancer Network, Ft. Washington, PA, United Cerebral Palsy, Philadelphia, Colorado Rocky Mountain School, Carbondale, CO, The Clery Center, Wayne, PA, Woodmark Group, Seattle, Washington and more.

In addition to working with clients, for the past two years, Joe has served part time as a major and planned gifts officer for Salesian Missions based in New Rochelle, NY. He has written several books on fundraising and speaks around the country delivering a practical, simple message that inspires people to take action.

Joe is a former board member of the Planned Giving Council of Greater Philadelphia and Blossom (formerly known as United Cerebral Palsy, Philadelphia, PA). As a volunteer, Joe raises money for his donor advised fund and an endowed fund at the Penn Medicine Brain Tumor Center named for his sister Marie. He and his wife volunteer with several organizations that feed the homeless and homebound in the Philadelphia area. He earned his Chartered Advisor in Philanthropy Certification at the American College.
Wayne Olson, JD
Senior Partner

Wayne is a licensed lawyer who has been dedicated to planned giving from almost twenty years. He has served as the director of planned giving or planned giving officer for two Universities and for several national charities. He teaches planned giving regularly and has been featured in the Chronicle of Philanthropy.

In 2014 Wayne wrote a book, Big Gifts, Small Effort, which explains planned giving in simple, practical terms. He designed to be the book “he wish he had,” when he started as a planned giving officer. Yet, many experienced gift officers use it as a reference as it handles complex gifts in understandable, practical ways. The book is in its fourth printing. Wayne has also written for Planned Giving Today, with more than a dozen articles over the last 14 years. He has also written for Advancing Philanthropy and is one of the highest rated speakers at the AFP International Conference on Philanthropy.

As a consultant he has helped his clients establish dozens of gift annuity programs, as well as trust, and bequest programs. He writes planned giving brochures, articles and stories for Crescendo Interactive for its printed materials, GiftLegacy and newsletter programs. He is a frequent speaker at fundraising and planned giving conferences, and recently released his fourth book, The Disney Difference. Wayne earned his undergraduate degree from the University of Florida and his law degree from Stetson University. He is a member of the Florida Bar.