Jackie Wheeler Davis Acquires Chartered Advisor in Philanthropy Designation

October 10, 2018 | Attorney News

Jackson Walker associate Jackie Wheeler Davis has earned the Chartered Advisor in Philanthropy (CAP) designation through The American College of Financial Services. In acquiring this designation, Jackie has demonstrated knowledge of philanthropic planning, including the design, implementation, and management of charitable gift techniques and strategies.

Consisting of three graduate-level courses in philanthropy, the CAP program provides the  knowledge and tools needed by professionals in the nonprofit and estate planning fields to help clients reach their charitable giving objectives while also helping them meet their estate planning and wealth management goals. The curriculum addresses charitable gift techniques and strategies, as well as philanthropic tools including charitable trusts, private foundations, supporting organizations, donor-advised funds, pooled income funds and charitable gift annuities. From family wealth planning to charitable giving, Jackie is uniquely qualified to help clients put together legal strategies that accomplish their wealth planning goals while creating inspired legacy plans.

As part of the program, Jackie participated in a study group bringing together a group of like-minded professionals at the top of their fields to determine how they could improve charitable giving in the city of Dallas for future generations.

“The study group allowed professionals with different areas of expertise to work together and establish solutions for helping our clients meet their charitable and wealth planning goals,” Jackie said. “This collaboration really helped me better understand how I can best help my clients identify those goals and create an estate plan that accomplishes their objectives.”

For more information about this designation, visit The American College’s website. To explore about Jackson Walker’s experience involving charitable planning and tax-exempt organizations, visit the Wealth Planning, Probate, and Trust practice page.

Meet Jackie

Jacqueline W. Davis serves clients with matters pertaining to wealth planning, estate and trust administration, and tax-exempt organizations. In her practice, Jackie has worked on a wide range of individual and family wealth planning settings with a focus on developing customized, efficient solutions for the various issues that her clients face. Her experience ranges from planning for the disposition of small simple estates to planning for management and disposition of complex estates including the drafting and implementation of family limited liability entities, management trusts, and other taxable and nontaxable gift transactions. In the tax exempt area, Jackie has worked with public charities and private foundations in issues involving establishment, qualification, governance and administration.