Called “a joy to read,” this is the first book on the history of charitable gift planning in America. It will give you new perspectives on raising money to support the work of colleges and universities, churches and synagogues, hospitals, museums, and other nonprofit organizations through gifts that provide fixed, lifetime payments to an annuitant. Practices developed for gift annuity programs profoundly affected American philanthropy, including the use of professional advisors, the valuation of gifts, tracking and influencing legislation, training, research, and ethics.
The book is broader in scope and includes much new material compared to the essays published here in earlier years. Some mistakes in the essays have been corrected. There are three new chronological timelines, copies of important texts, an extensive bibliography and footnotes. See About the Book for details. Excerpts will be posted here from time to time.
I have taken the old essays down, except for one on the Model Standards of Practice for the Charitable Gift Planner that does not appear in the book.
A History of Charitable Gift Planning will be available in print and Kindle editions in late September. You may order the book through Amazon or an order form will be available at this website.
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This is something new: a carefully-researched history of an exciting era in charitable gift planning. The Tax Reform Act of 1986 brought many new practitioners into the field, and many new donors. Ethical issues arose over the promotion of charitable remainder trusts as tax shelters; national professional associations struggled with the question of finders fees. After suffering a defeat of its training and certification proposal in 1989, the National Committee on Planned Giving (NCPG; now the National Association of Charitable Gift Planners) regained political and moral authority when it took a principled and inclusive stand, and adopted Model Standards of Practice for the Charitable Gift Planner in 1991. The lively story behind the Model Standards is told through oral histories and other primary sources.