Collaboration Lab

Thousands or Millions? Fixing Mistakes that Diminish Gifts

Pamela Davidson

Friday, October 19, 10:00 – 11:00 a.m.

Intermediate

The good news is, the board chair wants to make a lead gift to kick off the campaign. The bad news is, he thinks $100,000 is a lead gift. Everyone knows his capacity is greater. Should you accept the gift he offered, or try to raise his expectations? In this session, which is based on a real case, you’ll listen in on a conversation between the board chair and a major/planned gifts fundraiser. There’s room for improvement in the fundraiser’s approach. Working with other attendees, you’ll identify better ways to respond to the donor’s cues.

Learning Objectives

  1. Listen for facts and feelings and respond constructively.
  2. Keep giving options open so donor can make the largest possible gift.
  3. Advance the relationship with the donor without skipping important steps.

 

CFRE: Approved for 1 point

CAP: Approved for 1 hour CE Credit

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Pamela Davidson

Consultant, Charitable Gift Planner, Davidson Gift Design

Pamela Jones Davidson, J.D., has been a nationally recognized speaker in charitable gift planning for over 29 years. She is President of Davidson Gift Design, in 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, offering estate planning services to nonprofits. From 1985 through 1996, she was with Indiana University Foundation, 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 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 with an Indianapolis law firm before joining the nonprofit sector in 1985. She is a past chair of the National Association of Charitable Gift Planners (then NCPG) board of directors and served on the board in various capacities for six years. She is also a past president of the Planned Giving Group of Indiana and serves on the Community Advisory Boards of both of her local public radio and television stations, and is among others, on the Board and past president of Middle Way House, her community’s nationally recognized women’s shelter.