A Brief History of Charitable Gift Planning
Where can you turn for knowledge of events that shape gift planning today?
In this new webinar you will learn the deepest original foundations of gift planning in the U.S. by seeing major events, appreciating important innovations, and re-enacting landmark national debates and resulting legislation.
What benefits can you expect from investing an hour of your time in watching America is a Given Place? Knowing the history of charitable gift planning is quite useful, even indispensable, for people who encourage or advise donors.
- You will understand the principles behind laws, regulations and practices, so you can explain why things work the way they do
- History informs your marketing. Stories of realized bequests and trusts are historical narratives!
- Good stories provide you with insights into how donors, planners, & policymakers saw themselves and their mission, and inspire you to connect more deeply
- Historical trends in mortality and investment returns play a fundamental role in your gift design and tax calculations
- History enables you to know yourself and your important role in America’s highly evolved system of philanthropy
The bottom line is: you will be a better-informed, more effective gift planner.
About the Speaker
Ron Brown has led a successful successful career directing gift planning programs at Princeton University, United Way of America, the National Wildlife Federation, and other nonprofits, and serving on the boards of the American Council on Gift Annuities and the National Association of Charitable Gift Planners.Thank You to our Chapter Gold Sponsors
Ron publishes articles regularly for Planned Giving Today, Taxwise Giving, the Planned Giving Design Center, the Council for Advancement and Support of Education and others. Ron provides presentations for the American Council on Gift Annuities and the National Association of Charitable Gift Planners, and deliver well-received sessions for Yale University, Princeton University, and many church congregations.
Thirty years ago Ron became a professional historian while serving with the US Naval Historical Center in Washington, DC. A retired Commander in the US Naval Reserve, Ron received two Navy and Marine Corps Achievement Medals for historical writing and research.
Ron received an AB degree in English literature and philosophy from Princeton University and an MA degree from the University of Chicago, where for three years I studied the history of ideas and edited News & Notes, the newsletter of the Oriental Institute, a major research center.
Thank you to our Special Communications Sponsor
Event Sponsorship includes one complimentary registration, listing as Event Sponsor with logo in event promotion and event program, recognition as Event Sponsor from the podium, and one exhibit table, as event space permits.