San Francisco, California
London, United Kingdom
Case Studies in Charitable Gift Planning through Life Stages - Pragmatic Options for Your Clients
Presented by Pamela Jones Davidson, J.D.
Tuesday, October 28, 2014
Registration: 7:30 - 8:00 AM
Presentation starts promptly at 8:00 AM
Crowne Plaza Syracuse, 701 E Genesee Street, Syracuse, NY 13210
A complimentary breakfast will be served.
There is no charge to attend.
- Certified Financial Planners (CFP)* issued by Financial Planners Association of CNY
- Continuing Legal Education (CLE) in Areas of Professional Practice issued by Mackenzie Hughes LLP
- Continuing Professional Education for CPAs (CPE) issued by Society of Financial Services Professionals
- Life & Health Insurance Certification (CE) issued by Society of Financial Services Professionals
A certificate of attendance will also be provided for PACE reporting for ChFC® and for other self-reported continuing education such as CWS® designations.
*Nonmembers of the Financial Planning Association will need to provide their CFP number and the last four digits of their social security number at the time of the event to receive CFP continuing education credits.
About the Topic
Charitable plans and techniques can further a client’s estate, tax, retirement, and financial planning goals. The type of planning that resonates with a client can change as they progress through different stages of life. This session will cover creative charitable planning techniques at different life stages focusing on the charitable tools available, client benefits, case studies and the model ethics associated with this type of planning.
About our Speaker
Pamela Jones Davidson, J.D., has been a nationally recognized speaker in charitable gift planning for almost 25 years. She is President of Davidson Gift Design, in Bloomington, Indiana, a consulting firm specializing in gift planning, planned giving program design and implementation, and training. From 1985 through 1996, she was with Indiana University Foundation, leaving that organization as its Executive Director of Planned Giving and Associate Counsel.
Ms. Davidson received her undergraduate degree from Indiana University in 1975, and graduated magna cum laude from the Indiana University School of Law at Indianapolis in 1979. She has been an examiner in the Estate and Gift Tax Division of the Internal Revenue Service, and practiced law with an Indianapolis law firm before joining the nonprofit sector in 1985.
Ms. Davidson was the 1999 President of the National Committee on Planned Giving (now, PPP) after serving on its board in various capacities for six years. As a past president, she is a member and current Chair of its Ethics Committee. She serves on the Editorial Board of the Planned Giving Design Center.
Ms. Davidson is a past board member and treasurer of the Indiana Chapter of the National Society of Fund Raising Executives (now, AFP), and a past board member and president of the Planned Giving Group of Indiana. She serves on the Community Advisory Boards of both of her local public radio and television stations, and on the board and past president of Middle Way House, her community’s nationally recognized women’s shelter.
Estate Planning Council of Central New York
Continuing Education Sponsors
When & Where
Central New York Community Foundation
Established in 1927, the Central New York Community Foundation encourages local philanthropy by supporting the growth of permanent charitable endowments for the betterment of the region. The Community Foundation is the largest charitable foundation in the region with assets of nearly $193 million. It awarded $11 million in grants last year to nonprofit organizations. Since its inception, it has invested nearly $150 million in the community. The Community Foundation serves as the steward of charitable legacies for individuals, families and businesses through the administration of more than 700 funds. The organization also serves as a civic leader, convener and sponsor of special initiatives designed to strengthen local nonprofits and address the region’s most pressing challenges.
Learn More at www.cnycf.org.