Where do charitable gift planners, fund raisers, trust officers, attorneys and financial advisors turn for knowledge of events that shape their work today?
In a convenient new webinar entitled America is a Given Place you will learn the deepest original foundations of gift planning in the U.S. by seeing major events, appreciating important innovations, and re-enacting landmark national debates and resulting legislation.
Knowledge of history is the soundest foundation for planning for the future. Now you can see how gift planning through charitable bequests, trusts, annuities, and gifts of complex assets began with America’s first colonists, flourished in the newborn United States, and took shape through important Supreme Court decisions, federal legislation, and the founding of the American Council on Gift Annuities and the National Association of Charitable Gift Planners.
The webinar is based on my 40 years as a charitable gift planner, including 15 years as director of gift planning at Princeton University, my alma mater. I was trained as a professional historian 30 years ago and have devoted thousands of hours to scholarly research and writing. I published some of the results in A History of Charitable Gift Planning (Amazon 2017) and add content from time to time at http://www.giftplanninghistory.org.
America is a Given Place includes a 53-minute professionally recorded presentation with 50+ slides, a substantial outline and bibliography. If your organization can arrange a Zoom session, I will share the presentation from my screen and participate in a live introduction and Q&A. Webinars may be recorded & maintained on an organization’s website.
Thanks to an agreement with NACGP, gift planning councils can bring the webinar to meetings and conferences free of charge. There is a nominal fee of $250 for other nonprofit organizations and $500 for for-profit firms.