The Pentera Blog
Webinar 3/21: Pamela Jones Davidson, J.D., “Life Stage Plans That Benefit People Who Do Not Have Taxable Estates – MOST OF US!”
The high threshold for federal estate taxes means fewer people are estate planning these days. But in this new Pentera webinar, Pamela Jones Davidson, J.D., explains why that’s a mistake. In her upbeat and entertaining style, Pamela discusses the many life stage gifts that provide individuals and couples meaningful quality-of-life, income, and tax advantages. She’ll also talk about how charitable gift planners can best “cast their line” for repeatable and advantageous gift opportunities.
Benefits of this session:
- Learn about specific life stage gift opportunities, such as
- Converting low-yielding investments into charitable gift annuities (CGAs).
- Using under-performing stocks or real estate to fund an income plan, even donating a home or vacation home to charity while maintaining continued use of the property.
- Find out how gift planners can help prospective donors understand the advantages of an estate plan that includes charitable giving.
You can register for the 1 p.m. ET Webinar here.
Pricing:
*Free—Pentera is here for everyone as a resource in these challenging times; and in support of our planned giving community, we will continue to offer our Webinars as a free service.
About the Presenter:
Pamela Jones Davidson, J.D., is president of Davidson Gift Design, Bloomington, Indiana, a consulting firm specializing in all aspects of gift planning, training, and motivational presentations. She is also emeritus for Thompson & Associates, offering estate-planning services to nonprofits. She was with Indiana University Foundation for 11½ years, leaving as its executive director of planned giving and associate counsel, quadrupling expectancies.
Ms. Davidson earned her B.A. at Indiana University and graduated magna cum laude from the IU 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 in Indianapolis.
Ms. Davidson was the 1999 president (now, chair) of the National Association of Charitable Gift Planners and is in its Hall of Fame and Leadership Institute. She has also served on many boards in her community.
