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Indiana Chapter Brown Bag Series

December 7, 2016

"Putting Planned Giving into the Conversation"

12:00 - 1:15 p.m.

WFYI Community Room, 1630 N. Meridian Street, Indianapolis

Cost:  FREE for AFP Members/ $15 Nonmembers

Register Online

Pamela Davidson will be a great follow-up to last month's Getting Started with Planned Giving with Jim Gillespie.  Talking about planned giving with donors can be difficult.  Pam is a pro!  She will bring practical advice about ways to make these conversations work for you.

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.  She is also a Senior Vice President with Thompson & Associates, offering estate planning services to nonprofits. Before forming her own company in 1999, she for three years was a charitable gift planner and consultant 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 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 an Indianapolis law firm before joining the nonprofit sector in 1985.

Ms. Davidson was the 1999 President of the National Committee on Planned Giving (now, Partnership for Philanthropic Planning, "PPP"), 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 is a past member and Chair of its Ethics Committee.

Ms Davidson is on the Editorial Board of the Planned Giving Design Center, and has served as faculty of The College of William and Mary National Planned Giving Institute.  She is a past board member and past treasurer of the Indiana Chapter of the National Society of Fund Raising Executives (now, Associaton of Fundraising Professionals, "AFP"), and a past board member of president of the Planned Giving Group of Indiana.  Ms. Davidson is a former treasurer of the Monroe County Bar Association, a past president and board member of the Network of Career Women, and a Leadership Bloomington alumna.  She is on the Board and past president of Middle Way House, her community's national recognized women's shelter that is now in a capital campaign with an endowment component, and on the Board of her local WFHB Community Radio; she has in the past served on boards of her local Edgewood Choral Foundation and Buskirk-Chumley Theater. She serves on the Community Advisory Boards of both her local public television and radio 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.

 

Thank you to our 2016 Brown Bag Series Sponsor: