Whether you are a seasoned planned giving professional
or starting a planned gift program…
Thursday, October 6, 2022
… plan to join Charitable Gift Planners & the Association of Fundraising Professionals Central Ohio chapter as we welcome national-recognized planned giving expert Pamela Davidson to Columbus to present two outstanding educational sessions at our annual joint meeting.
Session 1: “Integrating Gift Planning with Major Gifts”
Session 2: “Planned Giving Sans Resources: A Practical Plan for Doing Something”
Presenter: Pamela Jones Davidson, J.D.
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. From 1985 through 1996, she was with Indiana University Foundation, leaving that organization as its Executive Director of Planned Giving and Associate Counsel. 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 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 makes countless presentations 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.
10:30am-10:45am – Registration and networking
10:45am-11:45am – Education Session 1
11:45am-Noon – Break and begin lunch buffet
Noon-1:15pm – Education Session 1
Buffet lunch provided
RSVP Deadline is Noon on Friday, September 30
Cancellations received in writing to email@example.com by the RSVP deadline are eligible for a full refund. Cancellations received after the deadline will not receive a refund but you may send a substitute guest by contacting the chapter.