Brian is an author, public speaker and thought leader in the gift planning world. In 2007, he founded Gift Planning Development, LLC. Brian provides gift planning services to a wide range of charitable clients from national organizations focused on high-end gift plans to local charities seeking to start new gift planning programs. Brian was also a founding member of Constellation Advancement, LLC, a full-service fundraising consulting firm. Prior to starting GPD, he spent twelve years as a charitable gift planner, directing the gift planning programs for the University of Pennsylvania, Middlebury College and Meridian Health Affiliated Foundations
Joe Tumolo, CAP®
As CEO of Gift Planning Development, Joe has helped over 75 organizations expand their gift planning programs. He loves structure and process and works with his clients to get more intentional and confident around integrating gift planning into all of their internal conversations, donor interactions, and reporting .
He likes to say “Gift Planning is everyone’s business”.
He works with nonprofits of all shapes and sizes all over the country. Joe tests what he teaches through his work as a part time major gift planning officer for Salesian Missions in New Rochelle NY.
Wayne Olsen, JD
Wayne Olson is the president and owner of Wayne Olson Consulting LLC where he advises charities on fundraising, capital campaigns and planned giving. He also advises for-profit corporations on motivation, sales, leadership and employee morale. He provides training through seminars, retreats, and ongoing consultation.
David Toll, JD
David Toll, JD brings more than 17 years of professional experience in development and fundraising with higher education institutions. David is currently serving as the Senior Associate Vice President of the Office of Gift Planning at Drexel University, where he is responsible for the development and implementation of university-wide planned giving efforts for Drexel University, Drexel University College of Medicine, Tom Kline School of Law and the Academy of Natural Sciences at Drexel University.
A Boston native, Liz’s clients range from educational institutions to arts organizations, social services and healthcare. A 29-year veteran of fundraising, Liz has served several institutions, including Brooks School, Phillips Academy, Tufts University and Concord Academy. Liz is a past Board member of the Planned Giving Group of New England and the Friday Forum.