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 shaped American philanthropy, including the use of professional advisors, the valuation of gifts, tracking legislation, training, research, and ethics.
Historian Ron Brown brings people and events to life:
A History of Charitable Gift Planning shows the origins of familiar practices and institutions: financing the first college art gallery through a planned gift; introduction of an actuarial basis for annuity payment rates and valuation of the charitable deduction; creation of a national system for tracking legislative and judicial developments affecting philanthropy; continuous refinements in America’s longest series of fundraising conferences for professional development and networking.
A History of Charitable Gift Planning is an indispensable reference book that provides texts of important documents: Yale’s gift annuity contracts (1831); the Bradish Report: On the Matter of Accepting Trusts (1848); and George Huggins’s Actuarial Basis of Rates (1927). Three timelines highlight significant events. An extensive bibliography and footnotes encourage further study and support new research.
Clearly written and accessible, A History of Charitable Gift Planning can be used as a training aid in professional seminars, academic courses, and in-house staff development.
This is a great gift for anyone interested in American philanthropy.
Author Ron Brown is a trained historian. A Commander in the US Navy Reserve, he was decorated for research and writing by the Naval Historical Center, and wrote similar historical narratives for the Naval War College. Ron has directed gift planning programs at Princeton University, Columbia University, Fordham University, United Way of America, and the National Wildlife Federation.