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Gift Planning History

Charitable Gift Planning in America

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  • Topics
    • Introduction to Charitable Gift Planning in America
    • America is a Given Place
      • America is a Given Place Webinar
      • Praise for America is a Given Place
      • Webinar Topics
      • Selected Sources for America is a Given Place
    • Gift Planning in Colonial America and its International Roots
      • Charitable Bequests in Colonial America
      • Surprisingly Complex Gifts of Non-Cash Assets
      • The 1000-Year History of Charitable Trusts
    • Founding Fathers and the U.S. Constitution
      • Bequests by America’s Founding Fathers
      • The U.S. Constitution Provides Fundamental Laws for Charitable Gift Planning
    • Gift Planning (1830-1900)
      • A Mirror for Modern Gift Planners — from 1831
      • A British Philanthropist Bequeaths the Smithsonian Museums
      • Early American Laws of Charitable Gift Planning
      • Elizur Wright, champion of financial consumers’ rights
    • Gift Planning (1900-1968)
      • Modern Income Taxes and the Charitable Deduction
      • Philanthropic Foundations and Donor-Advised Funds
      • A Golden Age of Gift Planning: The Roaring Twenties
      • The Actuarial Revolution in Charitable Gift Planning
      • College Planned Giving and Bequest Programs in the 1930s
      • Pomona College Leads a Post-WWII Boom in Planned Giving
      • 1952 Conference Highlights Charitable Gift Planning
      • Charitable Gift Planning in the 1960s
    • Gift Planning from the Tax Reform Act of 1969 to 2000
      • A Landmark in Charitable Gift Planning: 50th Anniversary of 1969 Tax Reform Act
      • An Unintended New Tool: Charitable Gifts from IRAs
      • Accelerating Interest in the 1980s
      • The Tax Reform Act of 1986 Re-Opens the Window for Abuses
      • The First Ethical Standards for Gift Planners
      • Founding of a National Association for Planned Giving
      • Early Accomplishments of NCPG/NACGP
      • National Media Coverage of Charitable Gift Planning
      • Gift-PL Exploits a New Technology: E-mail
      • Class-Action Lawsuit Results in New Federal Protections
    • Gift Planning Since 2000
      • Wealth in America: its Concentration, and the Great Transfer
  • The Author
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Category: Topics

The First Ethical Standards for Gift Planners

by aheplerSeptember 24, 2019June 11, 2020Leave a comment

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…

Read More The First Ethical Standards for Gift Planners

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Introduction to Charitable Gift Planning in America

by aheplerSeptember 1, 2019September 23, 2019Leave a comment

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…

Read More Introduction to Charitable Gift Planning in America

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Wealth in America: its Concentration, and the Great Transfer

by aheplerSeptember 1, 2019September 23, 2019Leave a comment

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…

Read More Wealth in America: its Concentration, and the Great Transfer

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Class-Action Lawsuit Results in New Federal Protections

by aheplerSeptember 1, 2019September 23, 2019Leave a comment

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…

Read More Class-Action Lawsuit Results in New Federal Protections

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Gift-PL Exploits a New Technology: E-mail

by aheplerSeptember 1, 2019September 23, 2019Leave a comment

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…

Read More Gift-PL Exploits a New Technology: E-mail

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National Media Coverage of Charitable Gift Planning

by aheplerSeptember 1, 2019September 23, 2019Leave a comment

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…

Read More National Media Coverage of Charitable Gift Planning

Topics

Early Accomplishments of NCPG/NACGP

by aheplerSeptember 1, 2019September 23, 2019Leave a comment

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…

Read More Early Accomplishments of NCPG/NACGP

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Founding of a National Association for Planned Giving

by aheplerSeptember 1, 2019September 23, 2019Leave a comment

Charles Johnson of the Lilly Endowment, Michael Boland of Harvard Business School, and Dick Wilson of NSFRE (all pictured above)1 became the leading advocates for a national organization with a decentralized structure: a federation of local and regional gift planning…

Read More Founding of a National Association for Planned Giving

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The Tax Reform Act of 1986 Re-Opens the Window for Abuses

by aheplerSeptember 1, 2019September 23, 2019Leave a comment

The Tax Reform Act of 1986 enacted fundamental changes that made a powerful impact on charitable giving. Capital gains tax rates were increased to the same rates as income taxes. This was a reform-minded provision that was perceived as closing…

Read More The Tax Reform Act of 1986 Re-Opens the Window for Abuses

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Accelerating Interest in the 1980s

by aheplerSeptember 1, 2019September 23, 2019Leave a comment

Economic growth in the 1980s created new wealth. A national Round Table on Deferred Giving sponsored by the Northwest Area Foundation in 1982 underscored the opportunities for increasing gifts through bequests, trusts, and annuities, the need for raising standards for…

Read More Accelerating Interest in the 1980s

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