Why we should focus on more than just bequests

04/30/2019 10:15 AM | Ron Gallagher (Administrator)

Why we should focus on more than just bequests
Michael Elias, PGCNEFL Board Member

In 1831, then, Yale College exchanged a life annuity to Mr. John Trumbull using part of his collected art works to fund his charitable gift annuity. This was one of the first planned gifts in our country’s history. Much has changed in our gift planning profession since 1831 – even the name.

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The Planned Giving Council of Northeast Florida brings together nonprofit and for-profit professionals merging their expertise in estate and tax planning, financial planning and charitable giving to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.

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