Pentera Webinar - Cues and Clues: What Prospects Are Telling You and What You Need to Say

Presented by:
Pamela Jones Davidson, J.D.
Davidson Gift Design

Webinar Description:

Donors will tell you everything you need to know - if you only listen. They will tell you how poor their CD rate is, how they must take required minimum distributions, how certain assets are increasingly difficult to manage, and that they want to sell an asset - but, oh, those taxes! This session will identify many of the impediments to giving that prospects are expressing - and discuss how you can respond to them.

Development's role is to move the process along - to promote a gift conversation between prospects and a staff person who is versed in how to talk with prospects about gift plans that are often funded during a life stage that includes impediments to giving. Fortunately, the majority of gift plans will be simple and repeatable. Experts are available when needed. A local community foundation can often address many gift-planning inquiries and is a valuable resource and tool to promote gift plans for your charity that the community foundation can administer for you.

About the Presenter:

Pamela Jones Davidson, J.D., president of Davidson Gift Design in Bloomington, Indiana, is a consultant and charitable gift planner who is nationally recognized as a dynamic public speaker. She worked at the Indiana University Foundation from 1984 through 1996, leaving as its executive director of planned giving and its associate counsel. Ms. Davidson was president of the National Committee on Planned Giving (now the National Association of Charitable Gift Planners) in 1999 and served on its board for six years. Her consulting firm specializes in gift planning, planned giving program design and implementation, and training.

Fill out the form below to view this webinar.