October Conversation & Coffee
Cues and Clues: What Prospects and Clients Tell You and What You Need to Say Then
October 20th, 2021, 1:00 pm - 2:00 pm
Register by October 19th, 2021
Cues and Clues: What Prospects and Clients Tell You and What You Need to Say
Donors, prospects and clients tell you everything you need to know—if you only listen. This session will identify many obstacles you may hear from donors, such as asset concerns and family situation, and provide a script for your response to suggest a gift that could address concerns.
Development’s role extends beyond the nonprofit’s need for the gift. Professionals should make practical suggestions about how a donor could make a gift using non-cash assets while furthering their goals.
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 for THOMPSON & ASSOCIATES, Brentwood, Tennessee, offering estate planning services to nonprofits, and has earned its FCEP designation. Before forming her own company in 1999, she was a charitable gift planner and consultant for three years 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 and top 10% from the Indiana University 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 (formerly “PPP” and now the National Association of Charitable Gift Planners, “NACGP”), 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 served as a past member and chair of its Ethics Committee. She is a member of NACGP’s Leadership Institute, and in 2018, was inducted into its Hall of Fame, in only its second class of inductees. 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. She is well known for her motivational and empowering message, stated in practical and pragmatic terms, about gift planning advantages and options that can benefit individuals, families and valued charities all.
WHAT: Conversation & Coffee
WHEN: Wednesday, October 20, 2021
TIME: 1:00 – 2:00 p.m. (ET) – Program
LOCATION: Zoom Meeting
WHO: GCPGC members and guests
Cost: Free for all attendees, thanks to our sponsor, The Fifth Third Foundation.
Bring a colleague or board member to learn what the GCPGC is about…
If you do not receive an email confirmation of RSVP, please call 513-554-3071 to confirm your RSVP and report that the automatic response mechanism did not work for your e-mail.
Members of the 2021 Conversation & Coffee Committee are Amy Cheney of Crayons to Computers, Mindy Hammer of the Free Store Food Bank, Jeff Lydenberg of PG Calc and Conrad Theide of Cincinnati Public Radio. For more information on upcoming Conversations and Coffee programs, please visit the Greater Cincinnati Planned Giving Council website at http://www.gcpgc.org.
MARK YOUR CALENDAR: Conversation and Coffee is hosted, typically, the 3rd Wednesday of each month.