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.