The Pentera Blog
Webinar 7/29: Pamela Davidson, "The Board's Role in Gift Planning and How to Propel Gift Conversations with Donors, Volunteers, and Board Members"
On July 29, Pentera presents the free Webinar, "The Board's Role in Gift Planning and How to Propel Gift Conversations with Donors, Volunteers, and Board Members," featuring popular speaker Pamela J. Davidson, president of the consulting firm Davidson Gift Design.
You can register for the 1 p.m. ET Webinar here.
"This session addresses the realities of planned giving fundraising and what that means both internally and externally to the charity that engages in it proactively," Davidson says. "All development programs will benefit from this presentation."
The Webinar will cover:
- Goal setting and pragmatic details about what it takes to start and sustain a proactive gift planning program.
- The role of the nonprofit's board in fundraising—what board members can do, individually and collectively, to create and then continue a proactive plan to help the organization raise significant gifts of assets from donors.
- How to propel gift conversations with donors, volunteers, and board members by discussing the benefits of gifts at various life stages using assets that donors may be looking to diversify.
Biography of Pamela Jones Davidson
Pamela Jones Davidson, J.D., is president of Davidson Gift Design, Bloomington, Indiana, a consulting firm specializing in all aspects of gift planning and training. She is also emeritus for Thompson & Associates, which offers estate-planning services to nonprofits. She was with the Indiana University Foundation for 11½ years leaving as its executive director of planned giving and associate counsel, quadrupling expectancies.
Ms. Davidson has a bachelor's degree from Indiana University and graduated magna cum laude from the Indiana University School of Law at Indianapolis in 1979. She has been an examiner in the Estate and Gift Tax Division of the Internal Revenue Service and has practiced law in Indianapolis.
Ms. Davidson was the 1999 president (now chair) of the National Committee on Planned Giving (now the National Association of Charitable Gift Planners, "NACGP"), on its board for six years, and a Leadership Institute member. She has served on many boards in her community.
