Online registration for this program is closed. To determine availability, email info@vagiftplanning.org.
As donors become more sophisticated in their giving, they look for new and creative ways of protecting wealth while supporting the charities they love. Join the Virginia Gift Planning Council, moderator Ellen Spong and a panel of wealth and planning professionals including Heather Szajda, Ann Ramage and Grey Merryman, as they explore giving opportunities related to the sale of businesses. Don’t miss this robust discussion of the “what, how and when” donors choose to use their businesses to advance philanthropic goals.
Moderator:
Ellen Spong, CAP®, is the Director of Institutional Advisory Services, Atlantic Union Bank. For more than 30 years, Ellen has advised and worked with a variety of nonprofit educational, religious, community, cultural and health care organizations as well as municipalities and private foundations. She helped establish Atlantic Union Bank’s Institutional Advisory Services in 2017, which is a specialty practice dedicated to serving the specific financial and investment needs of nonprofit organizations. She also enjoys contributing her time and her passion to the community. She has been on the governing boards of a number of charitable institutions and foundations and served as the board chair for the Medical College of Virginia Foundation (2021-2023), and as the board chair for The Richmond Forum (2022-2024). Ellen is also a past president of the Virginia Gift Planning Council. Ellen is a graduate of the University of Virginia with a BA in Government, a member of LEAD Virginia’s class of 2013 and a Chartered Advisory in Philanthropy (CAP®).
Panel Members:
Heather H. Szajda is a Partner with Virginia Estate and Trust Law. She has practiced for over 25 years and focuses her practice in the areas of estate planning, estate administration, and tax planning with an emphasis on business succession planning. Heather holds an LLM, with distinction from Georgetown University School of Law, her J.D. from Wake Forest School of Law, and a B.A, cum laude also from Wake Forest University,
Ann Ramage, CPA, is a Tax Partner with Keiter, with over 20 years of tax experience in the public accounting sector. Ann applies her experience to provide tax planning opportunities and insights to operating entities, investment partnerships, trusts and high wealth individuals and families. Currently, She works closely with individuals and family offices to address their various tax compliance, consulting and estate planning needs. She also serves as an advisor to her clients on matters indirectly related to taxes. Ann is a member of Keiter's Family, Executive & Entrepreneur Advisory Services team. Ann holds her Master of Accounting from University of North Carolina Kenan-Flagler Business School and Bachelor of Arts in Economics from Duke University.
Grey Merryman CFA® is the Managing Director, Wealth Consulting Group – Atlantic Union Bank. He brings over 30 years of experience in financial services to Atlantic Union Bank Wealth Management. Grey currently manages the Wealth Relationship Group, Trust and Operations. He develops customized strategies for his clients that include investment, estate, and retirement plans, as well as exit strategies for business owners. Originally from Pennsylvania, Grey holds a BBA in Finance from The George Washington University, holds the Chartered Financial Analyst (CFA®) designation from the CFA Institute and is a Chartered Advisory in Philanthropy (CAP®).
Pamela Jones Davidson, J.D., is President of Davidson Gift Design in 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 in Indianapolis. 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.
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.
She was the 1999 President of the National Committee on Planned Giving (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 in the second year to its Hall of Fame.
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, a Leadership Bloomington alumna, and has served on many nonprofit Boards and development committees of local charities. She serves on the Community Advisory Board (“CAB”) of her local public television station and is a member of APTS (America’s Public Television Stations) (Lay) Leadership Council; she has served her local public radio station on its CAB too.
Over her long career, Davidson has made countless presentations throughout Indiana and nationally to development professionals including leadership, 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 smartly what you already want to do,” that prompts a gift conversation.
To be announced.
Copyright 2024
VGPC, PO Box 6605, Richmond, VA 23230(804) 368-3397 x 2info@vagiftplanning.org
%20higher%20res.png)