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Development

Professional Seminar

Blanchard Valley Health Foundation
The Findlay-Hancock County Community Foundation
United Way of Hancock County Foundation
and The University of Findlay Office of Development

present
Pamela Jones Davidson, J.D.
on Financial Planning with a Charitable Component

Thursday, May 21, 2009
7:30 to 11:30 a.m.
Findlay Country Club-River Rooms
1500 Country Club Drive
Findlay, Ohio 45840

Registration Form 

FEATURED SPEAKER
Pamela Jones Davidson, J.D., has been a nationally recognized speaker in charitable gift planning for over two decades.  She is President of Davidson Gift Design, in Bloomington, Ind., a consulting firm specializing in gift planning, planned giving program design and implementation, and training.  From 1985 through 1996, she was with the Indiana University Foundation, leaving that organization as its Executive Director of Planned Giving and Associate Counsel.

Ms. Davidson has been an examiner in the Estate and Gift Tax Division of the Internal Revenue Service, and practiced law with an Indianapolis law firm before joining the nonprofit sector in 1985. 

She was the 1999 President of the National Committee on Planned Giving after serving on its board in various capacities for six years.  She serves on the Editorial Board of the Planned Giving Design Center.

Ms. Davidson is a past board member and treasurer of the Indiana Chapter of the National Society of Fund Raising Executives (now, AFP), and a past board member and president of the Planned Giving Group of Indiana. 

SCHEDULE & TOPICS

7:30 – 8 a.m. Registration and Continental Breakfast
8 a.m. Welcome and Introductions
8:15 – 11:30 a.m. Presentation by Pamela Jones Davidson

  • Charitable plans and techniques to further your client’s estate, tax, retirement and financial planning goals.
  • Life or term income plans with a charitable component.
  • Simple gift planning options all advisers can suggest.
  • Ethics and charitable planning-avoiding pitfalls.

Registration Form

For additional information on the seminar, contact Ann Brossia at The University of Findlay Office of Development (419) 434-4794, brossia@findlay.edu

CONTINUING EDUCATION CREDITS As one of the sponsors of this seminar, The University of Findlay has applied for continuing education credits from the following:

  • Supreme Court of Ohio (2.5 hours general, 0.5 hours ethics)
  • Accountancy Board of Ohio (3.0 hours)
  • Ohio Department of Insurance (3.0 hours)
  • Certified Financial Planner Board of Standards (3.0 hours)
  • Certified Fund Raising Executive (3.0 hours)

ABOUT THE SPONSORS Blanchard Valley Health Foundation (BVHF) is a charitable subsidiary of Blanchard Valley Health System whose purpose is to raise funds to support the local not-for-profit health system.  The Health Foundation solicits and manages donations for:  1) direct patient care for the medically underserved, 2) continuing medical education and scholarships, 3) new and improved facilities and equipment, and 4) innovative health initiatives that will advance medical progress and be a source of pride both now and in the future.

The Findlay-Hancock County Community Foundation is dedicated to improving the quality of life in Hancock County by building permanent endowment with individuals, families and corporations; by providing grant and technical assistance to develop and strengthen local organizations: by encouraging partnerships to increase the benefits of fund distribution; and inspiring philanthropic and community involvement.  

The University of Findlay Office of Development serves the institution by communicating vital information to students, alumni, supporters, faculty, staff, and others and by helping to generate the private support essential to the success of our students and faculty. We are deeply proud of The University of Findlay and the many strong partnerships which are the key to our successes. The University of Findlay is a comprehensive university located in Findlay, Ohio, about 45 miles south of Toledo. With a total enrollment of approximately 4,400 full-time and part-time students from 40 states and more than 30 countries and territories, The University of Findlay is noted for its innovative, career-oriented programs in more than 60 majors and nine graduate and professional degrees.

United Way of Hancock County Foundation exists to provide support for the work of United Way of Hancock County in its mission to “measurably improve lives.”  The Foundation provides donors with a perpetual investment option to advance the common good by focusing on the building blocks of a good life; heath, education and income.