Nov 12 2020 1:00PM

America is a Given Place: A Brief History of Charitable Gift Planning

Where can you turn for knowledge of events that shape gift planning today? In this convenient new webinar you will learn the deepest original foundations of gift planning in the U.S. by seeing major events, appreciating important innovations, and re-enacting landmark national debates and resulting legislation. What benefits can you expect from investing an hour of your time in watching America is a Given Place? Knowing the history of charitable gift planning is quite useful, even indispensable, for people who encourage or advise donors. Here is a sampler of your benefits:

*You will understand the principles behind laws, regulations and practices, so you can explain why things work the way they do
*History informs your marketing. Stories of realized bequests and trusts are historical narratives!
*Good stories provide you with insights into how donors, planners, & policymakers saw themselves and their mission, and inspire you to connect more deeply
*Historical trends in mortality and investment returns play a fundamental role in your gift design and tax calculations
*History enables you to know yourself and your important role in America’s highly evolved system of philanthropy

The bottom line is: you will be a better-informed, more effective gift planner.