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Hosted by Planned Giving Group of Connecticut

9:15 am Survey Says . . . Know Your Donors – It Pays to Ask; 10:45 am The Soul of Gift Planning: Connecticut’s Vital Role in Professionalizing American Philanthropy

PGGCT meets five times a year, usually on the 2nd Thursday of every other month, from September through May.

We typically offer coffee and danish in the morning with two or three sessions, a break in between, followed by lunch, at each program.

Meetings are part of membership benefits and there is no additional charge for current PGGCT members. Guests are $50.

Thursday, September 13, 2018
9:15 AM - 12:00 PM Eastern Time

Location

Ashlar Village
74 Cheshire Road
Wallingford   CT   06492
(203)679-6425
 
Map for Location



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Guest Fee $50.00
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Qualified retirees and individuals between jobs $30.00
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Agenda

 


Nathan Stelter
The Stelter Company

Sep 13 2018 9:15AM


Survey Says . . . Know Your Donors – It Pays to Ask


Learn answers to common questions planned giving professionals are asking about survey tools and how to put them to best use in growing their planned giving program. No matter your nonprofit’s size or sector you’ll gain valuable information:
1) Why should your organization survey? What should you expect from surveying your donors?
2) Who should you be surveying and what’s the best format? How should you decide who’s in and who’s out?
3) How often should you send surveys? Can you survey too much?
4) How can the results of your organization’s survey impact your planned giving program?



Ron Brown
Giftplanninghistory.org

Sep 13 2018 10:45AM


The Soul of Gift Planning: Connecticut’s Vital Role in Professionalizing American Philanthropy


Hartford, New Haven, and other Connecticut sites played essential roles in the history of American philanthropy. Yale professor Benjamin Silliman and NY attorney Peter Jay were the earliest known gift planners, successfully negotiating the first known gift annuity contract in 1831. Colonel John Trumbull of Hartford funded the annuity with his best paintings of the American Revolution, but Daniel Wadsworth nearly convinced Trumbull to share his paintings with a new museum in Hartford. The gift to Yale would not have been possible but for the cooperation of Trinity College (then known as Washington College). Yale’s annuity contract became a template for other American nonprofits over the next 100 years. This session celebrates three events that are central to our profession: the planning that saved the best images of the American Revolution through a gift annuity; a lawyer’s influential defense of nonprofits promoting, issuing, and managing life-income gifts in 1848; and the professionalization of charitable gift planning resulting from the introduction of actuarial science. New complexities of gift design, tax calculations, and fund management required well-trained experts. The profession of charitable gift planning was born!


Sep 13 2018 12:00PM


Lunch Roundtable Discussions




Registration Fee
 
Non-Member
$50.00