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Hosted by Planned Giving Group of Connecticut

9:15 am Topic TBA; 10:45 am True Stories: Charitable Gift Planning from the Pilgrims to Tomorrow’s Gifts

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.

 
2.5 CFRE CE are approved. 

Thursday, May 14, 2020
9:15 AM - 12:00 PM Eastern Time

Location

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




Agenda

 


Ron Brown
Giftplanninghistory.org

May 14 2019 10:45AM


True Stories: Charitable Gift Planning from the Pilgrims to Tomorrow’s Gifts


No one has heard the story of gift planning quite this way. See planned gifts by a Mayflower Pilgrim and President George Washington; how John Trumbull's paintings of the War for American Independence were saved through a gift annuity issued by Yale; why best practices from the 1920s remain core values of gift planning; why the Tax Reform Act of 1969 led to a national association of charitable gift planners; and how rapidly-changing demographics of wealth and age will shape American gift planning for decades to come. Participants will understand the foundational gifts, best practices, legislation, and court decisions that shape gift planning today; unlock a treasure chest of useful, illuminating, and entertaining donor stories; and gain a powerful perspective on the roots of current events in gift planning.


May 14 2020 9:15AM


TBA




Registration Fee
Member
No Charge
 
Non-Member
$50.00