Charitable bequests by Mary Chilton Winslow and other Mayflower Pilgrims (1620-1679): Caleb Johnson’s Mayflower History.com, wills of Mayflower passengers at http://mayflowerhistory.com/probate-records Rev. Thomas Bargrave bequest (1621): “Henrico and Its College” by Robert Hunt, The William and Mary Quarterly, Oct. 1938,…
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Webinar Topics
1. Early American charitable bequests. There are no surviving records of charitable bequests by Native Americans before 1600. We begin with the earliest bequest documents by European immigrants. That is the best available way to understand what comes later. Bequests…
The First Ethical Standards for Gift Planners
A Fledgling National Association Earns its Wings Founded in 1988, and known since 2016 as the National Association of Charitable Gift Planners, the National Committee on Planned Giving (NCPG) came of age as an effective professional association in 1990-1991, when…
When did American gift planning begin?
Written records are the basic materials of historians. Unfortunately, no records of charitable giving by Native American populations before European settlement have survived, and there is little information about the people who attempted to settle in Roanoke, North Carolina in…
Introduction to Charitable Gift Planning in America
Charitable Gift Planning in Early America When did American gift planning begin? Written records are basic materials for historians. Unfortunately, no records of charitable giving by Native American populations before European settlement have survived, and there is little information about the…
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Wealth in America: its Concentration, and the Great Transfer
Research by John J. Havens and Paul G. Schervish at Boston College published in 1999 asserted there would be an immense surge of at least $41 trillion and as much as $136 trillion in wealth transfers over the next 50…
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Class-Action Lawsuit Results in New Federal Protections
A class-action lawsuit filed in Texas that went to the U.S. Supreme Court threatened to assess triple damages (original gift amount plus twice that amount) against every nonprofit that followed the ACGA maximum payment rate schedule. Terry Simmons, an attorney…
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Gift-PL Exploits a New Technology: E-mail
In 1993, Craig Wruck started an open email discussion site (list-serve) entitled Gift-PL at the University of Minnesota. Within a few months the number of subscribers grew to 500. In 1995 Wruck transferred Gift-PL to NCPG. Donald Kent, chair of…
National Media Coverage of Charitable Gift Planning
The field of charitable gift planning began to receive regular national media coverage when The Chronicle of Philanthropy began in 1988, with reporters dedicated to exploring breaking news about gift planning. The monthly newsletter Planned Giving Today was created by…
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Early Accomplishments of NCPG/NACGP
NCPG Board members and volunteers accomplished quite a lot in its early years, with support from a part-time staff. Here are a few highlights, ending around the year 2000 in order to keep this history to a manageable length. In…
Gift Planning History 
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