PLANNED GIVING WITH PAMELA DAVIDSON

Morning Forum | 10:00 – 11:30 AM
“What Keeps You Up At Night”

Designed for development professionals with 10+ years’ experience | Members Only Benefit

In gift planning, every day is different and changes from one day to the next. That’s why, as development professionals, we must be flexible, accommodating, and always on the lookout for opportunities to “cast our line.”  To that end, this session will discuss what impediments exist to our success and why that keeps us up at night from changing leadership that does not understand the goal and methodology, to limited resources and changing priorities that reduce what we can do, to denied access by key prospects, to prospect delays in making their gift, to current and former leadership prospects we don’t get to in time, to missed opportunities with colleagues and advisors.  Multitaskers will delight in this talk, for much can be done to create “The Big Assist” through meaning work with colleagues and planning/goal-setting (aka goal setting).

Lunch Program | Noon – 2:30 PM
“11 Steps Your Charity Can take This Year for Planned Giving Success”

Designed for all development professionals, including small shops

There are steps every charity can immediately take to begin integrating planned gift ideas and appeals into its overall development program, and to introduce planned giving concepts to nearly all of its prospects.  This session will cover eleven no- or low- cost steps, both practical and doable for staff, Board members and volunteers to establish and sustain proactive gift planning and to set activity-based goals in this critical aspect of fundraising.  Both new and existing programs will benefit from this presentation that will include a description of simpler gift options in the materials.

NCPGC is a major sponsor of this program which is being hosted by AFP Charlotte.  To register, please visit www.afpcharlotte.org today!

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.  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.

Ms. Davidson received her undergraduate degree from Indiana University in 1975, and graduated magna cum laude 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 the Indianapolis law firm of Bingham, Summers, Welsh & Spilman before joining the nonprofit sector in 1985.

Ms. Davidson was the 1999 President of the National Committee on Planned Giving, 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 president, is a member and current Chair of its Ethics Committee.

Ms. Davidson is on the Editorial Board of the Planned Giving Design Center.  She is a past board member and past treasurer of the Indiana Chapter of the National Society of Fund Raising Executives (now AFP), and 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.  She is a member of the Indianapolis and Indiana State Bar Associations.  She serves on the Boards of The Middle Way House, her community’s nationally recognized women’s shelter, and Edgewood Choral Foundation, and on the Community Advisory Boards of both her local public radio and television stations.

Ms. Davidson has made countless presentations throughout the state of Indiana and nationally to development professionals, planned giving councils, estate and tax attorneys, accountants and financial planners, and to prospects and donors about planned giving and charitable giving techniques.