Philanthropic donors have choices in how and when they time their gifts, as well as a choice of which assets to use, to maximize advantages for themselves and loved ones. Charitable plans can actually help accomplish personal planning goals for donors and families, maximized by seeking information first about various options, often from larger nonprofits. Life stage gifts using certain appreciated assets have become quite popular, using some of those in a charitable plan can provide diversification for a portfolio and accomplish other goals like income and tax advantages too. And at times, make a donor a philanthropist of a level they did not think possible.
Pamela Jones Davidson, JD, is President of Davidson Gift Design, a consulting firm specializing in gift planning, planned giving program design and implementation, and training. From 1985 through 1996, she was with IU Foundation, leaving that organization as its Executive Director of Planned Giving and Associate Counsel, and quadrupling its planned gift expectancies under her directorship. She previously was an examiner in the Estate & Gift Tax Division of the IRS before joining the nonprofit sector in 1985.
View a recording of the presentation here!