Make History at Your Gift Planning Council

Schedule a uniquely rewarding session of highlights from the history of American law, finance, and philanthropy.  Learn about the journey towards today’s profession of charitable gift planning, in which math and science inform the marketing, valuation, and administration of split-interest gifts.

Presentations can be tailored for your council. Topics typically include:

  • How a gift annuity contract with Yale in 1831 preserved John Trumbull’s best paintings of the American Revolution, and produced legal templates used by nonprofits for more than 100 years
  • Why a legal defense of charitable trusts and annuities for the American Bible Society in 1848 opened the door for all nonprofit organizations
  • Why the Roaring Twenties saw an explosion of gift planning programs among leading banks and insurance companies, as well as among nonprofit organizations
  • How risky behavior imperiled nonprofits, and how a national crisis was avoided by introducing a risk management system in 1927
  • How America has embraced the science of split-interest gifts from 1927 to the present day

Members of the Planned Giving Group of New England thoroughly enjoyed this presentation last September.  Ron will present at gift planning councils in Pittsburgh, New York, New Jersey, Hartford, Providence, and Harrisburg in 2018.  No costs other than travel expenses are involved.

To discuss dates for your council, please write to Ron Brown at rbrown.pghistory@gmail.com.

Upcoming Presentations

January 9, 2018

A Family Album: Highlights from A History of Charitable Gift Planning
Pittsburgh Planned Giving Council, Pennsylvania

January 17, 2018

New York in the History of Charitable Gift Planning
Philanthropic Planning Group of Greater New York, New York

May 18, 2018

A Family Album: Highlights from A History of Charitable Gift Planning
Susquehanna Valley Council of Charitable Gift Planners (Harrisburg, PA)

June 11, 2018

A Family Album: Highlights from A History of Charitable Gift Planning
Annual Conference, Gift Planning Council of New Jersey (Woodbridge, NJ)

September 13, 2018

A Family Album: Highlights from A History of Charitable Gift Planning
Planned Giving Group of Connecticut (Wallingford, CT)

TBD

A Family Album: Highlights from A History of Charitable Gift Planning
Partnership for Philanthropic Planning,  Rhode Island


Past Presentations

November 14, 2017

Highlights from A History of Charitable Gift Planning
Princeton Club of New York (private event, invitation only)


October 14, 2017

Friends of the Yale University Art Gallery and Yale Legacy Partners: “Trumbull’s Gift: The Founding of Yale’s Art Gallery”
A celebration of John Trumbull’s gift of his best paintings of the American Revolution to Yale in 1831 in exchange for a $1,000 annuity.  Illustrated with iconic paintings such as The Battle of Bunker’s Hill, The Declaration of Independence, The Surrender of Lord Cornwallis, and Washington Resigning his Commission.  Trumbull created meticulous miniature portraits of women such as Martha Washington and the Wadsworth and Trumbull families, and the Chiefs of three Native American nations, as well as male politicians and military leaders.


September 13, 2017

A Family Album: Highlights from A History of Charitable Gift Planning
Planned Giving Group of New England (Boston)


April 5-7, 2016

32nd Conference of the American Council on Gift Annuities (St. Louis)
“On the Rate-Setting Process”


October 23, 2015

2015 National Conference on Philanthropic Planning (Orlando)
“Where Do Gift Planners Come From”


May 28, 2015

Planned Giving Day in New York, (New York City)


November 13, 2014

Association of Fundraising Professionals — Sixth Annual AFP NJ/NY Summit on Philanthropy: “Planned Giving 101”


September 9, 2014

Gift Planning Group of Northeastern New York (Greater Albany): “Data-Driven Marketing of Gift Annuities: Highlights from the 2014 ACGA Survey Report” and “Grow Stronger Professionally by Appreciating Your Roots”


July 15, 2014

Conference of Jesuit Advancement Administrators, New York City: “Data-Driven Marketing of Gift Annuities: Highlights from the 2014 ACGA Survey Report”


June 2, 2014

Gift Planning Council of New Jersey Annual Conference on Philanthropy: “Data-Driven Marketing of Gift Annuities: Highlights from the 2014 ACGA Survey Report”


April 11, 2014

Biennial conference of the American Council on Gift Annuities, Baltimore: “Data-Driven Marketing of Gift Annuities: Highlights from the 2014 ACGA Survey Report”


November 20, 2013

Philanthropic Planning Group of Greater New York — “From the First Gift Annuity to the Model Standards: What Every Gift Planner Should Know”


October 3, 2013

Planned Giving Group of Indiana – “From the First Gift Annuity to the Model Standards: What Every Gift Planner Should Know”