The Pentera Blog
Webinar 5/11: Pamela Jones Davidson, J.D., "Simpler Gift Plans All Charities Can Understand and Promote, Most Without Administration"
This session will provide "CliffsNotes" of the most likely planned gift options that all charities can understand and promote with most of their prospects. This CliffsNotes "cheat sheet" can be used by staff, the board, and volunteers to actively encourage prospects to consider how to best use assets that either now or in the future will be a problem to dispose of or distribute—oftentimes within a highly advantageous charitable plan. Beneficiary designations of qualified retirement plans will be featured, as will other lifetime options (both revocable and irrevocable)—which can produce needed cash gifts now, including the IRA charitable rollover.
Benefits of this session:
- Obtain a reference guide of easily understood gift options for donors
- Empower staff, board members, and volunteers to help prospects discover highly advantageous gift options for assets that can be difficult to dispose of or distribute
- Learn about gift options that can produce cash gifts now
You can register for the 1 p.m. ET Webinar here.
Pricing:
- Free—Pentera is here for everyone as a resource in these challenging times; and in support of our planned giving community, we will continue to offer our Webinars as a free service.
About the Presenter:
Pamela Jones Davidson, J.D., has been a nationally recognized motivational speaker in charitable gift planning for decades. She is president of Davidson Gift Design, Bloomington, Indiana, consulting and specializing in presentations about all aspects of gift planning to every audience a nonprofit wants to reach—including training and orientation. She is also emeritus for Thompson & Associates, offering estate-planning services to nonprofits. From 1985 to 1996 she was with Indiana University Foundation as executive director of planned giving and associate counsel, quadrupling expectancies in only two years.
Ms. Davidson received her B.A. from Indiana University in 1975 and graduated magna cum laude from the Indiana University School of Law at Indianapolis in 1979. She was an examiner in the IRS Estate and Gift Tax Division and practiced law in Indianapolis before joining the nonprofit sector in 1985.
Ms. Davidson was the 1999 president (now, chair) of the National Association of Charitable Gift Planners (then, "NCPG"), after serving on its board for six years. She was inducted into its Hall of Fame in 2018, its second class, and is a member of its Leadership Institute.
Ms. Davidson is a past board member and 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 has served on many boards in her community, including a nationally recognized women's shelter and public radio and TV, and on the APTS Leadership Council.
