Date and Time
Location
Top Charitable Planning Ideas In the Current Economy – Good Planning while Doing Good
Presented by: Pamela Jones Davidson, J.D. President, Davidson Gift Design
Join us for our annual Professional Advisor Continuing Education Seminar, a complimentary program offered as a token of appreciation for the professional advisors in our community. This two-hour session provides valuable continuing education credits while equipping attorneys, accountants, financial planners, and insurance professionals with practical strategies to better serve their clients.
In today’s evolving economic and tax environment, charitable planning offers powerful opportunities to help clients achieve their financial, estate, and legacy goals while making a meaningful impact. Through real-world examples and case studies, Pamela Jones Davidson, J.D., will present flexible, tax-efficient strategies that can be implemented during a client’s lifetime or through estate planning to support wealth transfer, income planning, and philanthropic objectives.
Key Takeaways:
- Learn how charitable planning strategies can enhance estate, tax, retirement, and overall financial outcomes for clients
- Explore tax-efficient ways to use appreciated and retirement assets to benefit both families and charitable goals
- Understand how tools such as charitable trusts and gift annuities can generate income while supporting long-term planning objectives
- Identify practical, repeatable strategies – including beneficiary designations and IRA charitable rollovers – that can be applied across a broad client base
- Gain insights into aligning planning techniques with client life stages, family priorities, and legacy goals
This session is ideal for attorneys, financial advisors, accountants, life insurance professionals and development professionals looking to deliver greater value to clients through thoughtful charitable planning.
We hope you can join us for this insightful program.
Meet our speaker:
Pamela Jones Davidson, J.D.
Pamela Jones Davidson, J.D. is President of Davidson Gift Design and a nationally recognized expert in charitable gift planning. With decades of experience in law, nonprofit leadership, and consulting, she has advised organizations and professionals across the country and is a past President of the National Committee on Planned Giving (now NACGP).
For additional information on this program and CE credits, please email Pragya Murphy at pmurphy@cnycf.org.
2 hours of continuing education credit are offered for the following:
- CPE (Taxes) – Provided by Bonadio & Co., LLP – Approved
- CFP – Provided by Financial Planning Association (FPA) of CNY – Pending Approval
- Life & Health Insurance (CE) – Provided by Pohs Institute– Approved
- PACE/ChFC/CWS – Attendance certificate will be provided for self-reporting
Bonadio & Co., LLP – NASBA Sponsor # 112853:
Learning Objectives:
To empower professional advisors, estate planning attorneys, financial advisors, CPAs, insurance agents, etc. to connect with the “soft” side, the human side, of the client relationship so that their firm can create a competitive advantage, and win and keep more business.
Program Level: Update
Prerequisites: N/A
Advanced Preparation: N/A
Instructional Delivery Method: Group Internet-Based
Recommended CPE Credits: 2 CPE, Taxes
Refund/Cancellation Policy (if applicable): If a program must be canceled, Bonadio & Co., LLC will notify all registered participants as soon as cancellation is known by e-mailing the address registered. Bonadio & Co., LLC will also put a notice of cancellation on its website for courses offered to outside participants. If the program is canceled, a full refund will be issued. If a participant cancels prior to the published registration deadline for the event, a full refund will be issued.
Complaint Policy: For each program, Bonadio & Co., LLP will provide the contact information for the presenters and reviewers and communicate that all questions, concerns, or complaints be directed here. Bonadio & Co., LLP will reply to all such communications in a timely fashion. For more information regarding administrative policies such as complaint and refund, please contact Bonadio University at bonadiouniversity@bonadio.com.
NASBA Statement: Bonadio & Co., LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
A certificate of attendance will also be provided for PACE reporting for CAP, ChFC and for other self-reported continuing education such as CWS designations; CPE credits will be provided by Bonadio & Co., LLP. Nonmembers of the Financial Planning Association will need to provide their CFP number and the last four digits of their social security number at the time of the event to receive CFP continuing education credits.
For additional information on this program and CE credits, please email Pragya Murphy, Director of Philanthropy & Impact Investing at pmurphy@cnycf.org.
To Register:
Participants must create a free Zoom account using their email address prior to registration.