Anyone working in the field of charitable gift planning bumps into situations and circumstances that will test his or her mettle. We live in a time of high stakes and heightened scrutiny, where an ethical grounding is necessary for the staff and leaders that serve our charitable organizations as well as for-profit advisers that guide clients in giving. In this presentation, we’ll consider the ethical code as adopted more than 25 years ago by the Partnership for Philanthropic Planning (then the National Committee on Planned Giving) and the American Council on Gift Annuities. This is also an opportunity to look at 17 situational examples that relate to ethics, relationships, and technical matters as well as the results of a survey of seminar participants.

Tom Cullinan
Thompson & Associates
Editor, Planned Giving Today