Title: Planned Gift Case Study: Analyzing Problems, Spotting Opportunities

Presenters: Pamela Jones Davidson, Davidson Gift Design

Date: December 13, 2022

Time: 1:00 to 2:00 p.m. EST

An older couple with an appreciated Midwest farm and five children are thinking about selling to the county for a new park. Are any charitable options possible before documents are signed? And what would be left for their children if they give the land away? In this webinar, we’ll analyze the case from the perspective of an extended "family" of advisors and learn how the story ended. You'll be able to add these donors to your own experience bank so you can be prepared to analyze problems and spot opportunities when your own challenging case presents itself.

Pamela Jones Davidson has been a nationally recognized motivational speaker in charitable gift planning for decades. She is President of Davidson Gift Design, Bloomington, Indiana, consulting and specializing in presentations about all aspects of gift planning. She is also Emeritus for Thompson & Associates. From 1985 to 1996, she was with Indiana University Foundation as Executive Director of Planned Giving and Associate Counsel, quadrupling expectancies in only two years. She also served as an examiner in the IRS Estate and Gift Tax Division and practiced law in Indianapolis. Pam received her BA from Indiana University and graduated magna cum laude from the Indiana University School of Law at Indianapolis. In 1999, she served as chair of the board of CGP (then the National Committee on Planned Giving), after serving on its board for six years. She was inducted into its Hall of Fame in 2018 and is a member of its Leadership Institute. Pam is a past board member and treasurer of the Indiana Chapter of AFP, and a past board member and president of Charitable Gift Planners of Indiana.

Group webinars are intended for CGP affiliated councils or groups of up to 30 individuals.