We don't want you to miss out! On Thursday, September 12 Pamela Jones Davidson will present how you can help clients with gift planning. Please RSVP today through the link below.
"Clients will tell you everything you need to know - if you only listen," Davidson says in explaining her presentation. "They will tell you how poor their CD rate is, how they must take required minimum distributions, how certain assets are increasingly difficult to manage, and that they want to sell an asset - but, oh, those taxes!
"This session will identify many of the impediments to giving that prospects are expressing - and discuss how you can respond to them."
Pamela Jones Davidson, J.D., president of Davidson Gift Design in Bloomington, Indiana, is a consultant and charitable gift planner who is nationally recognized as a dynamic public speaker. She worked at the Indiana University Foundation from 1984 through 1996, leaving as its executive director of planned giving and its associate counsel. Ms. Davidson was president of the National Committee on Planned Giving (now the National Association of Charitable Gift Planners) in 1999 and served on its board for six years. Her consulting firm specializes in gift planning, planned giving program design and implementation, and training.
Thursday, September 12
7:45 to 11:45 AM, breakfast provided
ProMedica Community Care & Conference Center, 370 East Chicago Street, Coldwater