PPP is a member of The National
Association of Charitable Gift Planners
About | Benefits | Membership | Events | Sponsors | News | Jobs

Our panel discusses the charitable implications that may
come from the new administration, during our March 3rd program.



Marcus Owens presents ‘What to Do if the IRS
Comes Knocking’ to the Dayton Chapter of the PPP.



Michael Barnes, of the Johnson Trust Company,
addresses PPP of Greater Dayton members about
the impact of the Ohio Legacy Trust Act
during the PPP of Greater Dayton’s September program.


PPP Dayton members enjoy networking and
fellowship during the Holiday reception.
Events

Our Program Schedule:

You're invited!
 
PRACTICAL OPTIONS FOR PRACTICAL CLIENT PROBLEMS . . . HOW AND WHY TO INCLUDE CHARITABLE PLANS IN LIFETIME AND ESTATE PLANNING

This program will address what assets, at what time, and who should consider charitable plans that can help achieve a client’s personal planning objectives and philanthropy both. These plans can further estate, tax, retirement and financial planning goals, and can be made during lifetime and in estate planning both, for maximum advantages. A client can convert non-income producing assets into income producing for self and others, and utilize expensive assets for family to inherit like retirement plans, while attaining personal goals and significantly supporting favored charities. Gift arrangements can be funded PRE-TAX and create advantageous scenarios for a donor and family members, and still leave a significant gift to a Community Foundation for charities they have cared about during life. Donor stories will be used throughout this CE* program to help identify clients the advisor may have who would benefit from such plans. 

*** CLICK HERE TO REGISTER ***

This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 2.50 total CLE hour(s), with 1.00 of attorney professional conduct instruction.

 

** CFP and CPA CE credits available.

 


Pamela Jones Davidson, J.D., is President of DAVIDSON GIFT DESIGN, Bloomington, Indiana, a consulting firm specializing in gift planning, planned giving program design and implementation, and training.  Before forming her own company in 1999, she was a charitable gift planner and consultant for three years with Laura Hansen Dean and Associates, Indianapolis, Indiana.  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 previously been an examiner in the Estate and Gift Tax Division of the Internal Revenue Service, and later practiced business, corporate and probate law with the Indianapolis law firm of Bingham, Summers, Welsh & Spilman before joining the nonprofit sector in 1985.

Ms. Davidson was the 1999 President of the National Committee on Planned Giving, and served NCPG in various capacities during her six years on the Board, in 1995 as Education Chair, in 1996 as Secretary, and as President Elect in 1998.  She served as NCPG's 2000 Nominating Committee Chair and as a past president, is a member and current Chair of its Ethics Committee.

Ms. Davidson is on the Editorial Board of the Planned Giving Design Center.  She is a past board member and past 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 is a past president of the Network of Career Women, and a Leadership Bloomington alumna.  She is a member of the Indianapolis and Indiana State Bar Associations.  She serves on the Boards of The Middle Way House, her community's nationally recognized women's shelter, and Edgewood Choral Foundation, and on the Community Advisory Boards of both her local public radio and television stations.

Ms. Davidson has made countless presentations throughout the state of Indiana and nationally to development professionals, planned giving councils, estate and tax attorneys, accountants and financial planners, and to prospects and donors about planned giving and charitable giving techniques.


Location:

Wright State University Foundation/Bill Shepard Board Room
3070 Presidential Drive, Fairborn, OH


When:

Wednesday, Nov. 14, 2018
2:00 -2:30 Registration and Networking
2:30 - 5:00 Seminar




September Program Power Point – Professional Advisors and Gift Officers

Click to view Power Point

 


Presented by Marcia Inger Navrátil, JD