The Oshkosh Area Community Foundation and Mason Investment Advisory Services, Inc. Present:

Charitable Plans That Benefit Clients and Further Their Personal Planning Goals, Featuring Ethics

Charitable Planning Across the Client Lifecycle: Strategies, Structures, and Simpler Solutions

Charitable giving is one of the most versatile tools in a client’s financial, tax, retirement, and estate plan, yet many advisors underuse it because the range of vehicles can seem overwhelming. This session gives professional advisors a working command of both sophisticated and straightforward charitable strategies, so they can match the right structure to each client’s goals, life stage, and asset mix.

Participants will examine flexible charitable plans, both lifetime and testamentary, and how they advance a client’s tax, retirement, financial, and estate planning objectives at different points in life. The session covers optimal funding assets, including retirement plan assets, appreciated securities, real estate, and insurance, and addresses how the 2018 tax act and the 2020 SECURE Act affect asset selection and timing.

A deep dive into income-for-life and term-of-years charitable vehicles follows, including charitable remainder trusts, charitable gift annuities, and charitable lead trusts, with attention to which assets fund each vehicle most effectively and how resulting income streams are taxed to beneficiaries. The session closes with simpler, broadly applicable gift planning options that advisors can raise with nearly any client, from beneficiary designations to gifts of appreciated property, equipping advisors to make charitable giving a standard part of every planning conversation.

Presenter 

Pamela Jones Davidson, J.D.

Pamela Jones Davidson, J.D., is President of DAVIDSON GIFT DESIGN, Bloomington, Indiana, a consulting firm specializing in gift planning, planned giving program design and implementation, and training.  She is also a Senior Vice President for THOMPSON & ASSOCIATES, offering estate planning services to nonprofits; she has earned its FCEP designation.  Before forming her own company in 1999, she was a charitable gift planner and consultant for three years with Laura Hansen Dean and Associates, Indianapolis, Indiana.  From 1985 through 1996, she was with Indiana University Foundation, leaving that organization as its Executive Director of Planned Giving and Associate Counsel, and quadrupling its planned gift expectancies under her directorship.

Ms. Davidson received her undergraduate degree from Indiana University in 1975, and graduated magna cum laude and top 10% from the Indiana University School of Law at Indianapolis in 1979.  She has previously been an examiner in the Estate and Gift Tax Division of the Internal Revenue Service, and later practiced business, corporate and probate law with an Indianapolis law firm before joining the nonprofit sector in 1985.

Ms. Davidson was the 1999 President of the National Committee on Planned Giving (formerly the Partnership for Philanthropic Planning, “PPP,” now the National Association of Charitable Gift Planners, “NACGP”), and served NCPG in various capacities during her six years on the Board, in 1995 as Education Chair, in 1996 as Secretary, and as President Elect in 1998.  She served as NCPG’s 2000 Nominating Committee Chair and as a past member and chair of its Ethics Committee.   She is a member of NACGP’s Leadership Institute, and in 2018, was inducted (its second class) into its Hall of Fame.

Ms. Davidson has been on the Editorial Board of the Planned Giving Design Center, and has served as faculty of The College of William and Mary National Planned Giving Institute.  She is a past board member and past treasurer of the Indiana Chapter of the National Society of Fund Raising Executives (now, Association of Fundraising Professionals, “AFP”), and is a past board member and president of the Planned Giving Group of Indiana.  She is a past president of the Network of Career Women, and a Leadership Bloomington alumna, and has served on many local nonprofit Boards.  She is on the Board of her local WFHB Community Radio and on the donor development committee of Middle Way House, her community’s nationally recognized women’s shelter.  She serves on the Community Advisory Boards of both her local public radio and television stations, and is a member of APTS (America’s Public Television Stations) (Lay) Leadership Council.

Ms. Davidson over her long career has made countless presentations throughout Indiana and nationally to development professionals, planned giving councils, estate and tax attorneys, accountants and financial planners, and to prospects and donors about gift planning and charitable giving techniques.  She is known for her motivational and empowering messages stated in practical and pragmatic terms about gift planning advantages and options that can benefit individuals, families and valued charities all, the “how to do what you want to do” essential ingredient.

Date
November 10, 2026

SCHEDULE
11 a.m. to 1 p.m. CST

“Charitable plans and techniques that further a client’s estate, tax, retirement, and financial planning goals”.
(55 minutes)

“Life or term income plans” and “Simpler gift planning options”.

(55 minutes)

LOCATION

Oshkosh Area Community Foundation
230 Ohio St #100
Oshkosh, WI 54902

Cost
FREE

Learning objectives include:

• Identify flexible charitable planning techniques, both lifetime and testamentary, and explain how each advances a client’s personal tax, retirement, financial, and estate planning goals at different life stages.
• Determine which assets, including retirement plan assets, appreciated property, and fractional real estate interests, offer the greatest planning advantage when funding a charitable plan, and explain how the 2018 tax act and the SECURE Act influence that choice.
• Compare charitable remainder trusts, charitable gift annuities, and charitable lead trusts, including how each is funded, who they can benefit, and how resulting income is taxed to recipients.
• Explain the mechanics and planning value of the IRA Charitable Rollover, including the annual gift limit and its effect on a client’s income tax picture.
• Recognize when retained life estates, term-of-years arrangements, or beneficiary and TOD/POD designations offer a simpler alternative to trust-based charitable vehicles.
• Develop a framework for raising charitable giving with any client, regardless of estate size, by identifying simpler gift planning options that also serve the client’s personal tax and legacy goals.

Who should attend?
Estate Planning Attorneys, Certified Public Accountants, Certified Financial Planners, Bank Trust Officers, Insurance Agents, Chartered Financial Consultants, and any other professional advisors interested in improving their charitable planning knowledge to build their private client practices.

Registration Link:
TBD

For registration questions, please call or email:
TBD

Continuing Education Credits:

• Chartered Financial Consultants (ChFC^®) may earn XX continuing education credits.  Please note that ChFC^® credits are self-reported and may or may not be approved by the American College.
• CPAs may earn XX continuing professional education credits, X for finance and X for specialized knowledge.
• American Bankers Association (ABA) Professional Certifications has approved “Charitable Planning in 2025: Qualified Charitable Distributions & Donor Advised Funds” for: X CTFA CE credits. ABA Professional Certifications is dedicated to promoting the highest standards of performance and ethics within the financial services industry. This statement is not an endorsement of this program or its sponsor.
• Certified Financial Planners may earn 3.5 continuing education credits.
• Attorneys may earn X general continuing legal education credits.
• Insurance Agents may earn X continuing education credits.

Prerequisites:
None

Advanced Preparation:
None

Program Level:
Overview

Delivery Method:
Group Live

Conference Policies:
For more information related to this program, please contact:
TBD

For information related to complaints, please contact:
Will Thorpe
Chief Marketing and Development Officer
Mason Investment Advisory Services
11921 Freedom Drive
Suite 1000
Reston, VA 20190
T: (703) 716-6000
F: (703) 716-6020
wthorpe@masoncompanies.com
www.masoncompanies.com

Mason Investment Advisory Services, Inc. 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.