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.  She is also Emeritus for Thompson & Associates, offering estate planning services to nonprofits.  She was with Indiana University Foundation for 11 ½ years, leaving as its Executive Director of Planned Giving and Associate Counsel, quadrupling expectancies. 

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 Internal Revenue Service, and practiced law in Indianapolis.

Ms. Davidson was the 1999 President (now, Chair) of the National Committee on Planned Giving (now, National Association of Charitable Gift Planners, “NACGP”), on its board for six years, and a Leadership Institute member.  She has served on many Boards in her community.

Presentation:

Simpler Gift Plans All Charities Can Understand and Successfully Promote, Most without Administration

This session will provide a “Cliff Notes” of the most likely planned gift options that all charities can understand and promote with most of its prospects.  This list can be used by staff, Board and volunteers to actively encourage prospects to consider how to best use assets that either now or in future will be a problem to dispose of or distribute, within an oftentimes highly advantageous charitable plan.  Beneficiary designations of a part or one or more qualified retirement plans will be featured, as will be other lifetime options both revocable and irrevocable.