Philadelphia’s Leading Role in Charitable Gift Planning

Future Presidents Thomas Jefferson and John Adams presenting their Declaration to Congress at Independence Hall in Philadelphia

Updated presentation for the Planned Giving Council of Greater Philadelphia (March 27, 2020)

Few people realize the leading role Philadelphia has played in the history of charitable gift planning in America. 

Bequests and gifts of complex assets were essential for The Pennsylvania Hospital, founded in 1751 by Benjamin Franklin and Dr. Thomas Bond.  John Trumbull’s painting of Jefferson presenting his Declaration to Congress in Independence Hall in 1776 was saved through a gift annuity in 1831.  The U.S. Supreme Court found charitable trusts to be illegal, until a bequest to found Girard College changed its mind in 1844.  And best practices from the 1920s created by actuary George Huggins of Philadelphia remain our core values for gift planning.

Hear these and other true stories, such as why Tax Reform Acts in 1969 and 1986 led to our national association of charitable gift planners, and how demographics of wealth and age will dramatically change American gift planning for decades to come.

Participants will understand Philadelphia’s leadership, and the foundational gifts, best practices, legislation, and court decisions that shape gift planning today; unlock a treasure chest of useful, illuminating, and entertaining donor stories; and gain a powerful perspective on the roots of current events in gift planning.

Register at:


Leave a Reply

Please log in using one of these methods to post your comment: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: