Presented by Ron Brown on June 18, 12:00-1:00 pm Join us for an eye-opening survey of gift planning in America, including important roles played by Philadelphia. Topics include: When did charitable bequests, trusts & annuities first appear in America? We…
A presentation for the Planned Giving Council of Greater Philadelphia (March 27, 2020) Few people have heard the story of gift planning quite this way. See planned gifts by a Mayflower Pilgrim,…
Attend the ACGA Conference in Atlanta on April 20-22 to understand the historical foundations of charitable gift planning: When did charitable trusts & annuities first appear in America? (Hint: earlier than you may realize!) What does it mean to say…
Events in the past year have left me humbled, and dedicated to nurturing a deeper awareness of our history as charitable gift planners. In 2019 I presented to gift planning groups in Chicago, Denver, Louisville, Nashville, New York, and Washington…
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…
