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Event description
In America is a Given Place you will learn the deepest original foundations of gift planning in the United States.

About this event

In this entertaining webinar you will learn the foundations of gift planning in the U.S. by seeing major donors and events, appreciating innovations, and reliving landmark debates and resulting legislation.

What will you gain by participating in America is a Given Place? Knowing the history of charitable gift planning is quite useful, even indispensable, for people who encourage or advise donors. Here is a sampler of your benefits:

• 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.

Agenda:

12:00 - 1:00 Program

 Our Presenter:

Ron Brown has been a charitable gift planner for 40 years, including 15 years as director of gift planning at Princeton University, his alma mater. Ron served on the boards of the National Association of Charitable Gift Planners and the American Council on Gift Annuities. In 2019 the Philanthropic Planning Group of Greater New York selected him for a distinguished service award.

Ron was trained as a professional historian 30 years ago and has devoted thousands of hours to scholarly research and writing. He published some of the results in A History of Charitable Gift Planning.

This will be a ZOOM presentation. ZOOM sign-on information will be sent to those registered two days prior to the event and again 30 minutes before the event begins.

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Refund policy

Refunds up to 30 days before event

Eventbrite's fee is nonrefundable.

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