Pentera Webinar - The Board's Role in Gift Planning and How to Propel Gift Conversations with Donors, Volunteers, and Board Members
Presented by:
Pamela Jones Davidson, J.D.
President
Davidson Gift Design
Webinar Description:
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. All development programs will benefit from this presentation that 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.
About the Presenter:
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, offering estate-planning services to nonprofits. She was with Indiana University Foundation for 11½ years leaving as its executive director of planned giving and associate counsel, quadrupling expectancies.
Ms. Davidson has a B.A. 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 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"), serving on its board for six years, and a Leadership Institute member. She has served on many boards in her community.
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