Save the Date for the Community Foundation of Wabash County's annual Planned Giving Seminar on September 17th, 2025 presented by Pamela J. Davidson! The seminar will provide practical guidance on lifetime and testamentary charitable strategies, including the use of trusts, annuities, and insurance, as well as the legal and ethical responsibilities involved. Real-world case studies help apply concepts directly to client situations.
Earn up to 4.0 CE credits for CLE, CFP, CTFA, CPE, and Indiana Insurance.
September 17, 2025 8:00 a.m. - 12:00 p.m. Honeywell Center 275 W. Market Street, Wabash, IN
RSVP by September 12th to (260) 982-4824 or melissa@cfwabash.org or online.
Pamela Jones Davidson, J.D. is President of Davidson Gift Design, a consulting firm specializing in planned giving. She is also Senior Vice President for Thompson & Associates and offers estate planning services to nonprofits. She has years of experience as a charitable gift planner, consultant, and board member of organizations including the Indiana University Foundation and the Planned Giving Group of Indiana. She has made countless presenations across the nation to development professionals, planned giving councils, estate and tax attorneys, accountants, and financial planners.