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Pamela Jones Davidson, J.D.

Make plans to attend “What’s the Plan? A Creative Gift Planning Seminar” on Monday, April 21, in the Muse-Norris Conference Center at NIACC presented by the North Iowa Area Community College Foundation and Mercy Medical Center Foundation.  The event will offer current information on planned giving presented in an understandable and entertaining manner as well as continuing education credits.

“I’m pleased Mercy Foundation and NIACC Foundation are able to offer this seminar to help people realize the advantages of estate planning,” Scott Smith, executive director of the Mercy Foundation said.

Presenter Pamela Jones Davidson, J.D., has been a nationally recognized speaker in charitable gift planning for over two decades. 

“Having seen and heard Pamela Davidson at several national and regional seminars, I can attest to the value of her presentations. We are fortunate to have partnered with the Mercy Foundation to invite her to North Iowa for presentations to donors and planned giving professionals. This is a ‘don’t miss’ opportunity,” Jamie T. Zanios, NIACC Foundation director said.

Davidson serves as president of Davidson Gift Design, a consulting firm specializing in gift planning, planned giving program design and implementation, plus training, which is located in Bloomington, Indiana.  From 1985 through 1996, she was with Indiana University Foundation as its executive director of planned giving and associate counsel.  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.  Davidson was the 1999 president of the National Committee on Planned Giving after serving on its board in various capacities for six years.

The seminar will consist of three segments.  The morning session (8-10:30 a.m.) will highlight how and why Boards need to encourage gift planning for their organization; the Board’s role in supporting a proactive gift planning program; simpler gift plans that further personal planning goals and philanthropy that all donors can consider; how to talk to real people about real gift ideas; and using unproductive assets made productive in a charitable plan.

Next, a luncheon (11:30 a.m.-1:30 p.m.) will be held for those people interested in philanthropy and tax strategies to learn “Why Planned Giving is Good for You!”  There will be no request for donation to the NIACC or Mercy Foundations; however, information will be provided on tax benefits and strategies on overall benefits of planned giving whether one is considering a gift to any institution or charity or just wanting to learn more about the tax advantages and wealth transfer options. The lunch session will focus on gift ideas at different life stages that often further personal planning goals, like providing income for a surviving spouse and living in a home or on a farm for life.  These ideas can be revocable or irrevocable and often use assets that, now or in future, are a problem to dispose of or distribute.

Pre-registration is required.  For more information or to register for the event, please contact the NIACC Foundation office at 1-888-466-4222, ext. 4386; 641-422-4386; or foundation@niacc.edu.

The afternoon session (1:30-5 p.m.) will consist of continuing education for attorneys, accountants, insurance professionals and professional financial advisors.  Participants will learn about charitable plans and techniques, life or term income plans, simple gift planning options and ethics in charitable planning. For professionals participating in the afternoon session, three hours of CLE credits have been approved.  Three hours of life/health insurance continuing education credits have also been approved.

“What’s the Plan? A Creative Gift Planning Seminar” afternoon session costs $50 per person on or before April 11 and $75 per person after April 11, and pre-registration is requested.  To register, call the NIACC Continuing Education office at 1-888-466-4222, ext. 4358 or 641-422-4358, and mention course reference number 57389.  Credit cards and checks are accepted.

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