October 4, 2018 – Overcoming Donor Objections

October 4, 2018 @ 11:30 am – 1:00 pm
The Willows on Westfield
6729 Westfield Blvd
IN 46220
Sara Nash, CAE

Speakers:  Laura Hansen Dean and Pam Davidson

When a donor says “I would love to make the gift we’ve talked about, BUT…,” development officers hear a NO and may not listen to what comes after the BUT. Donors may not know they can make a gift and accomplish a personal financial goal at the same time. We’ll review the most common reasons donors tell development officers why they cannot make a gift and practice what to say to keep the gift conversation moving forward.

Laura Hansen Dean and Pamela Davidson will both be inducted into the National Association of Gift Planners Gift Planner Hall of Fame this year! They’re nationally recognized experts who are also our neighbors and colleagues here in central Indiana. Bring your staff and friends to meet and learn from Laura and Pam and to network with people who share your goals and challenges. Your guests can attend this meeting for just $10 per person.

Special Offer for this Meeting:  Members are invited to bring guests who are potential members to this luncheon for only $10 per guest.  Please include the guests email address when you register.


More about Pam and Laura…

Pamela Jones Davidson, J.D., has been a nationally recognized speaker in charitable gift planning for nearly 30 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 Charitable Gift Planners 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.

In 2017, Laura Hansen Dean returned to Indiana and the charitable gift planning and consulting firm she founded in 1991, Laura Hansen Dean and Associates.  During the years away from Indiana, she served as Associate Vice President of Development at The University of Texas Medical Branch at Galveston, as Assistant Vice President of Development for the University of Colorado System, and for seven years as the Executive Director of Gift Planning at The University of Texas at Austin during the $3 billion fundraising campaign that concluded successfully in September 2014.  For more than 30 years, she has assisted individuals and their advisors in considering and designing charitable giving plans as part of personal financial planning and estate planning. A magna cum laude graduate of Indiana University School of Law, she has led gift-planning teams at public universities, community foundations and academic centers on philanthropy, has served as Chief Executive Officer of a regional community foundation and a state university-related foundation and as consultant for multi-year grants funded by some of the country’s largest private foundations. She has served the charitable gift planning field in leadership positions with local planned giving councils and estate planning councils, and on the board of directors (1991-1993, 2012-2014) and committees of the National Committee on Planned Giving, now the National Association of Charitable Gift Planners.

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