Gift Planning History: The First Ethical Standards for Gift Planners
Gift Planning History: The First Ethical Standards for Gift Planners
Summary
If you have been involved in planned giving at the institutional level for any period of time, the name Ron Brown may be very familiar. Having served as Director of Gift Planning at four leading charities: Princeton University, the National Wildlife Federation, United Way of America, and presently at Fordham University, as well as leadership positions in many professional associations, Mr. Brown has observed and played a major role in the development of the gift planning field. In his latest endeavor, he has applied his talent as a decorated Navy historian to the creation of GiftPlanningHistory.org and we are pleased he has offered to share his inaugural essay, The First Ethical Standards for Gift Planners: A Fledgling National Association Earns its Wings.
This is something new: a carefully-researched history of an exciting era in charitable gift planning. The Tax Reform Act of 1986 brought many new practitioners into the field, and many new donors. Ethical issues arose over the promotion of charitable remainder trusts as tax shelters; national professional associations struggled with the question of finders fees. After suffering a defeat of its training and certification proposal in 1989, the National Committee on Planned Giving (NCPG; now the Partnership for Philanthropic Planning) regained political and moral authority when it took a principled and inclusive stand, and adopted Model Standards of Practice for the Charitable Gift Planner in 1991. The lively story behind the Model Standards is told through oral histories and other primary sources.
Full Text:
The First Ethical Standards for Gift Planners: A Fledgling National Association Earns its Wings [PDF]
For further reading, visit GiftPlanningHistory.org
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