Planned Giving Sans Resources

Planned Giving Sans Resources - A Practical Plan for Doing Something

This luncheon, presented by Pamela J. Davidson, is designed specifically for nonprofit leaders, development staff, and board members who want to begin—or revive—a planned giving program with limited time, budget, or expertise. Attendees will learn practical strategies for cultivating donors, making effective asks, and leveraging community partnerships. There will also be discussion on building long-term sustainability through endowments.

To RSVP, email sam@cfwabash.org or call 260-982-4824.

Pamela Jones Davidson, J.D. is President of Davidson Gift Design, a consulting firm specializing in planned giving. She is also Senior Vice President for Thompson & Associates and offers estate planning services to nonprofits. She has years of experience as a charitable gift planner, consultant, and board member of organizations including the Indiana University Foundation and the Planned Giving Group of Indiana. She has made countless presenations across the nation to development professionals, planned giving councils, estate and tax attorneys, accountants, and financial planners.