The Pentera Blog
Webinar 7/17: Pamela Jones Davidson, “Cues and Clues: What Donors and Prospects Tell You and What You Need to Say Then”
Donors and prospects tell you everything you need to know—if you only listen.
This session will identify impediments to charitable giving individuals commonly mention—such as their asset values or family situations—and provide a script that answers their concerns. Development’s role extends beyond a nonprofit’s need for a gift. We should make practical suggestions about how donors can make gifts using non-cash assets while furthering their personal goals and even diversifying their portfolios. We need to ensure charitable plans are the smartest for our clients. Our goal is to promote a gift conversation between donors and those who can explain often simple gift plans funded at the right life stage that address perceived impediments to giving.
Benefits of this session include:
- Identifying commonly perceived impediments to giving
- Scripts that address those impediments
- Ways to ensure a giving strategy meets a donor’s personal goals and their individual life stage
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., is president of Davidson Gift Design, Bloomington, Indiana, a consulting firm specializing in all aspects of gift planning and training and excelling in motivational presentations. 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 in only 2½ years.
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 IRS and practiced law with an Indianapolis law firm. Ms. Davidson was the 1999 president (now chair) of the National Association of Charitable Gift Planners (formerly NCPG), on its board for six years, and in its Hall of Fame and Leadership Council. She served both her local AFP and CGP chapters on their boards and as CGP president. She has served many charities in her community with board and volunteer service and mentors colleagues in gift planning. Her mission: “To help donors smartly do what they already want to do.”
