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Posted by Joe Tumolo in Fundraising, Planned Giving, Podcast | 0 comments

We kick-off a new series of Podcasts featuring Joe’s conversations with Brian Sagrestano of Gift Planning Development, LLC. Brian specializes in helping charities develop integrated, donor-centered philanthropic planning programs, either from the ground up or with existing programs.

In this series of discussions, Brian will touch on a wide-range of philanthropic topics, from the current state of Planned Giving to specific techniques. He will explain how you can invigorate or grow your current programs.

IN THIS DEBUT PODCAST, Joe sits down with Brian to discuss a Planned Giving tool he calls The Legacy Challenge. Simple, yet powerful, he describes how the challenge works and how it has been used to impact a diverse group of organizations.

In this wide-ranging talk, Brian points to current, real-world examples of how The Legacy Challenge is transforming clients, increasing the amounts and volume of planned gifts and shattering organizational expectations.

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Do you have a CLEAR FUTURE?

Why Joe?

For more than eleven years, Joe has worked with hundreds of charities of all shapes and sizes. Two of Joe’s greatest value propositions are:

1) A simple approach to Planned Giving. Many charities want to start a Planned Giving Program but see it as an overwhelming, out-of-reach proposition that requires too many resources. Joe shows fundraisers and donors how easy it is to make a Planned Gift.

2) A more strategic approach to working with donors. Joe teaches his clients how to combine relational selling with fundraising.

Joe’s proven process gets his clients measurable results in a short amount of time. Joe has a deep passion for the work he does (and for Tye, his rescue dog and mascot) (pictured), and is committed to ensuring that his clients are successful. Clients love "Coach Joe" because he keeps them focused and energized and he is always available to brain-storm and strategize about donor opportunities.
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