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Annual Professional Advisor Continuing Education Event: Practical Charitable Planning

Central New York Community Foundation

Thursday, October 19, 2017 from 7:30 AM to 10:00 AM (EDT)

Annual Professional Advisor Continuing Education...

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Practical Charitable Planning Oct 18, 2017 Free  

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Practical Charitable Panning:  Advantages of Incorporating Charitable Plans into Overall Planning

Presented by Pamela Jones Davidson, J.D.

Thursday, October 19, 2017
CE Sign-In and Breakfast: 7:30 - 8:00 AM
Presentation starts promptly at 8:00 AM and ends at 10:00 AM

Crowne Plaza Syracuse, 701 E Genesee Street, Syracuse, NY 13210

A complimentary breakfast will be served.

There is no charge to attend.

About the Topic

This program will help you achieve your clients’ personal planning and charitable objectives by identifying who should consider charitable plans, when they should do so and which assets they should contribute. These plans can be built to maximize advantages by furthering estate, tax, retirement and financial planning goals during one’s lifetime or after one’s passing through estate planning.

This session will profile four real-life client scenarios of individuals who wanted to transfer or liquidate assets but faced large tax implications from selling the asset or gifting it to family. Various charitable planning options will be highlighted to illustrate real-life answers to real-life needs while maximizing tax advantages.

About our Speaker

Pamela Jones Davidson, J.D., has been a nationally recognized speaker in charitable gift planning for 30 years. She is President of Davidson Gift Design, a consulting firm located in Bloomington, Indiana 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, National Association of Charitable Gift Planners) 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.

2 hours of continuing education credit are approved for the following:

  • Continuing Professional Education for CPAs (CPE)
  • Certified Financial Planners (CFP)* 
  • Continuing Legal Education (CLE) - Difficulty of the course is appropriate for both newly admitted and experienced attorneys.

2 hours of continuing education credit are pending for the following:

  • Life & Health Insurance Certification (CE)

A certificate of attendance will also be provided for PACE reporting for CAP®, ChFC® and for other self-reported continuing education such as CWS® designations. CLE credits will be awarded by Mackenzie Hughes LLP, a NYS CLE Accredited Provider, with Mary Anne Cody, Esq. as a Moderator.

*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.


Have questions about Annual Professional Advisor Continuing Education Event: Practical Charitable Planning? Contact Central New York Community Foundation

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When & Where

Crowne Plaza Syracuse
701 East Genesee Street
Syracuse, 13210

Thursday, October 19, 2017 from 7:30 AM to 10:00 AM (EDT)

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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 more than $226 million. It awarded $14 million in grants last year to nonprofit organizations. Since its inception, it has invested nearly $170 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.


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Annual Professional Advisor Continuing Education Event: Practical Charitable Planning
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