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…
Category: Newsletter
True Stories: Charitable Gift Planning from the Pilgrims to Tomorrow’s Gifts
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,…
The History of ACGA is the History of Gift Planning in America
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…
The Year Gift Planning History Arrived
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…
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…
