The Pentera Blog
Pentera Webinar Nov. 11 Presents the Foundations of Charitable Gift Planning
Ron Brown, the former director of gift planning at Princeton University, presents a free Pentera Webinar Nov. 11 titled "America Is a Given Place: A Brief History of Charitable Gift Planning."
You can sign up for the Webinar here.
"Knowing the history of charitable gift planning is quite useful, even indispensable, for people who encourage or advise donors," Ron says.
The benefits of attending the Webinar include:
- You will learn 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, and policymakers see 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.
"You will learn the deepest original foundations of gift planning in the U.S.," Ron says. "The bottom line is that you will be a better-informed, more effective gift planner."
Ron Brown has 40 years of experience as a charitable gift planner, including 15 years as director of gift planning at Princeton University, his alma mater. He served on the boards of the National Association of Charitable Gift Planners and the American Council on Gift Annuities. In 2019 the Philanthropic Planning Group of Greater New York selected him for a distinguished service award. He was trained as a professional historian 30 years ago and has devoted thousands of hours to scholarly research and writing. He wrote a book, A History of Charitable Gift Planning, that was published in 2017. He also adds content from time to time at his Web site, www.giftplanninghistory.org.
