|
|
|
McPhersonSentinel - McPherson, KS
  • Free gift planning session Sept. 19

  • The McPherson County Community Foundation is hosting Pamela Davidson, J.D., president of Davidson Gift Design, Bloomington, Ind., on Thursday to present real life stories of how individuals and companies have utilized creative gift planning.
    • email print
      Comment
  • The McPherson County Community Foundation is  hosting Pamela Davidson, J.D., president of Davidson Gift Design, Bloomington, Ind., on Thursday to present real life stories of how individuals and companies have utilized creative gift planning.
    Davidson will present a continuing education segment for area professionals from 8 to 11 a.m. and a general information program open to the public from 3 to 4:30 p.m. Both programs will be in The Upper Room above The Well, 101 N. Main St.
    Professionals attending the morning session will receive three hours of continuing education credits. The program titled “How Charitable Plans Benefit Clients and Further Their Personal Planning Goals” includes a 30-minute section on ethics.  
    Estate planning is how to legally direct what donors want done with their estate, impacting family, friends, charities and taxes. Davidson will share the 10 empowering realities of estate planning and offer a few suggestions for how to maximize choice in  the afternoon session. Also stressed will be conversations with family in terms of certain documents, what and how to convey a donor’s wishes.
     Pamela Jones Davidson, J.D., is President of Davidson Gift Design, in Bloomington, Ind., a consulting firm specializing in all aspects of gift planning and training. She also is a vice president for Thompson & Associates, offering estate planning services to nonprofits.
    She was with Indiana University Foundation for 11 and a half  years, most as its executive director of  planned giving and associate counsel.  
    Davidson has a B.A. from Indiana University 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.
    Davidson was the 1999 president (now, chairwoman) of the National Committee on  Planned Giving (now, Partnership for Philanthropic Planning, “PPP”), and on its board for six years.  She serves on the Editorial Board of the Planned Giving Design Center and on the boards of several charities in her community.
    To register for either session, contact the McPherson County Community Foundation at 620-245-9070 or via email at info@mcphersonfoundation.org.

        calendar