National Conference on Philanthropic Planning

A PLANNED GIVING PLAN OF ACTION A THREE YEAR PLAN Pamela Jones Davidson, J.D. Part 1: FOR THE PROACTIVE PLANNED GIVING OFFICE WITH DEDICATED STAFF The purpose of this three year plan of action is to begin, implement and sustain a proactive planned giving fundraising effort that involves many various segments of each charity s community: present and past - Board members, staff, volunteers, donors, prospects, professional advisors and family members of certain of these groups. This plan of action assumes a proactive program, with dedicated staff and resources, and with gift planning, or endowment a stated goal and objective. You cannot achieve a goal if you don t have one, so gift planning must be a stated and supported goal within the charity for it to be successful and sustained. The effort to raise planned gifts must continue beyond the scope of this plan and must be sustained from these initial defined efforts. A successful program incorporates gift planning into all donor and prospect cultivation and s, by both staff and key volunteers especially its Board. DATE PURPOSE AUDIENCE/ GROUP Jan/Feb 2013 Feb/March 2013 Feb/March 2013 Education of charity s Board (the key insider group) Current Board - overseers, with legal and fiduciary duties, also prospects, volunteers too Current Board Current Board PROJECT OR ACTIVITY Presentation on merits, purpose of (and endowment) effort, Board s pivotal role will they take on as a program goal? Visioning exercise, to build a case for support - if money were no object, what would we be doing that we re not now doing? Determine WHO,, or Board will be responsible for proactive development activity TIMETABLE At Jan or Feb Board meeting - repeat if attendance low By March 2013, at a Board or special meeting, min. two hour session. Case is critical element in how to talk about why need planned gifts, and why now By March 2013 - outcome of visioning session, realistic assessment of who can/will lead development, and sustain it

Feb/March 2013 Staff and key volunteers in gift planning Join local planned giving council and PPP, for tie-in to education and timecritical information By March 2013 Feb/March 2013 and every year Board,, staff, leadership Offer training and orientation in gift planning, cues and clues, how to listen, can be brown bag By Spring 2013, commit to training and orientation internally every year Feb/March 2013 Current Board members - roles of both solicitors and prospects, first prepared by staff with a short list of gift planning options Peer-to-peer cultivation & of current Board members, goal of 100% participation - size, type, dimension an individual decision Assign s. Peers finish personal s of current Board by March 2013 Board members report back to staff, for database entry Feb/March 2013 - Budgetary Staff first, then Next year s budget includes planned giving expenses, e.g. travel, meals, seminars, publications, software, staff training, etc. Prepare next year s budget in Spring 2013, for Board. Expect NO corresponding revenue from planned gifts in initial years March and April 2013 Prospect Group Cmt. members, if not Board Next Group - past Board, then their families Raters - Board, or Some peer-to-peer and other cultivation and of this next key insider group, maybe a dinner presentation to cultivate many at one time Finish these personal s by May 2013. Assign prospects, staff to follow-up monthly on progress and database entry. Set definite time lines for activity March 2013 Best identified prospects on Foundation s mailing list; if budget permits, mail to entire mailing list of charity Special mailing on endowment effort, with vision/case for support, brief mention of gift types other than cash - include response piece Send mailing months before yearend appeal so can repeat, with progress and successes that next story 2

March 2013 also education and may be budgetary Staff Review web pages, look to insert information, readable and maybe interactional, on gift planning on web Either add gift planning information in-house to website, or review vendors who can offer interactive info March 2013 - Budgetary Staff, then Board Determine how, if staff can lead effort, if can dedicate time, if can realistically implement then sustain effort, if existing data base can track giving activity, prospects, plan how to provide technical advice in pg options March 2013 or before budget finalized so can provide for staff, database improvements, and support, if need to. May need to include some consulting expense in budget March and April 2013 Prospect Group - Staff, past and present, and their families Next Group - volunteers and their families Raters - Board, or Begin process of rating donors and prospects for urgency and priority to cultivate, solicit - goal is plan for each prospect w/ a timetable and an assigned solicitor Ongoing, begins in spring 2013, work on batch of names every month; depending on prospect pool size, about 10 individuals per session goal is personal contact Spring 2013 Media sources, all types especially radio and newspaper, even cable access TV and service clubs Cultivate media for coverage of endowment effort, initially and throughout, and to highlight local donor stories and gifts other than cash-provide story Ongoing, begins in spring 2013 - proactively renew these contacts often by updates and donor stories - contact media repeatedly so get some coverage Spring 2013 Current mailing list of charity, and as expanded to include should-be-readers Use newsletter & web to announce drive for endowment, will feature gift types other than cash - info coming. Bequests in every publication, with exact language Normal mailing schedule of charity s newsletter 3

April/May 2013 Prospect Group - Those that are urgent, by health, financial, time of life, in planning, or self-identified Raters - Board, or Rate for urgency, who must get to first or soon. Assign cultivation duties to solicitors - staff, few Board,, select volunteers Assign timetable for each individual s cultivation and, e.g. two months for each, staff follow-up after one and then two months April 2013 Current Board, or Bequests considered, how to deal with, disclaimer option, how will commit to restricted gifts, how to document, if policy re pg s go Consider one type of planned gift option each meeting, bequests first. If approve, verify charity s exact bequest language with legal counsel May 2013 - Budgetary Current Board, or Beneficial designation gifts considered, particularly retirement plan assets, how to promote, market Conclude deliberation of beneficial designation gifts by July 2013; use charity s legal name in June/July 2013 Finance, with Staff and then, to present to current Board a liability and fiduciary consideration so complete information critical Charitable gift annuities (CGA s) considered, if should offer in house or with a collaborator like a Community Foundation, a liability for charity if does in-house Will take at least two meetings to fully explain CGA s and their legal, liability aspects, involve Finance first then present findings to Board June/July 2013 Staff, then or Board Staff studies applications and uses of planned giving software, produces illustrations of various planned gifts scenarios For, Board, to learn about uses for software projections, for and discussion 4

Summer 2013 - Budgetary Staff, then or Board Staff researches if needs its own software to manage certain planned gifts like CGA s, or if can collaborate with other charity, or outsource Decide about accounting and management software for planned gifts like CGA s by Fall 2013, so can buy at year end July/August 2013 Board, or Life insurance gifts considered, paid up vs. not paid up, if and how will accept, track, book Conclude decision about life insurance gifts, types, how will accept, by August 2013 Summer 2013 Board, or Real estate gifts considered, if will accept, per a detailed checklist, requires homework and diligence by charity This decision can take several months, due to risk involved in real estate if anywhere in the chain of title, can use a partner Summer 2013 - Ongoing Media and other sources, e.g. service clubs. Might use local cable access television, for ongoing news Keep media informed about local noncash gifts received, if have donor s permission to publicize Ongoing - plan for push in fall, before year end, especially to promote gifts of appreciated securities Summer/Fall 2013 Staff w/, for Create policies about each planned giving type, first bequests then others, for Board review and Process of policy formation and Board continues throughout year, consider each gift type and its policy separately Summer/Fall 2013 Local professional advisors - attorneys, accountants, trust officers, financial planners, insurance agents - can also be prospects Activity: Staff, Board, Staff w/ Board or Dev. Cmt. hosts annual continuing education (CE) seminar for local advisors, features charitable options, partner w/ bank, bar assoc., estate plan. council, other charity to defray costs, Plan seminar for fall 2013, to tie in with CE due dates, plan as annual event in locality 5

Fall/Winter 2013 Prospect Group - Past and present donors who have given more than once Raters - Board, or Rate group for urgency, design individual plans with timetables, assign cultivation, goal to solicit. Hold group sessions to educate many, some by mail appeal Staff to follow-up monthly on progress from those assigned to identified prospects - target of 10 or so individuals each meeting, and with donors who respond Fall/Winter 2013 Charity s entire mailing list Year-end appeal letter and annual fund card w/ gift options, e.g. app. property gifts, income, ask donors w/o obligation to explore if gift options work for them Year-end appeal and annual fund card on usual print timetable, revised to include planned gifts ideas and endowment as options Winter 2013 - Budgetary Staff w/, for Board consideration for budget Consider shelf literature on, esp. a Guide to Giving, or with advice and review, design and draft own Staff checks vendors for canned brochures samples and prices - individualize cover for charity. Decide by Jan/Feb 2014 Throughout each and every year Newsletter mailing list check web too, include donor stories and fresh ideas e.g. current legislation that impacts planning Include different planned gift option in every newsletter issue, told in story or donor content - highlight bequests always, using exact language Throughout year, highlighted in every publication of charity, every newsletter, website, every written source Jan/Feb 2014 Annual Report distribution list Include stories about donors who used planned gifts in annual report, highlight gift types, to motivate others, gift in donor s field of interest, legacy of caring, to steward and recognize them Annual Report publication, on charity s schedule, simple and understand-able text featuring pictures 6

Feb and March 2014 Prospect Group - prospects not already considered, every past or lapsed donor Raters - Board, or Plan for not-soobvious prospects, search sources of charity s or community s history for past connections, and their families Review at least 10 names per month, plan for each or a plan for all if do not know these donors. e.g. mailings or soft educational sessions Feb/March 2014 and every year Board,, staff, leadership Offer training and orientation in gift planning, cues and clues, how to listen By Spring 2014, commit to training and orientation internally every year Ongoing Staff,, Board, volunteers involved in effort Throughout, will have donors and prospects in varying degrees of considering gift plans be proactive in follow up, share ideas, discuss, technical help as needed Ongoing - continually working with donors and prospects, even advisors, in various stages of considering planned gift types and plans Spring 2014 - ongoing cultivation, Staff,, Board Contact radio stations for media coverage of efforts and progress. local gifts - may use local cable access TV Ongoing - start with short sound bites or PSA s - cultivate ongoing relationship with media sources March 2014 Staff drafts for, then Board approved policies for real estate gifts, CGA s, and life insurance; have bequests and beneficial designations already approved At least these specific policies approved by Board and in effect as of Spring 2014 - procedures may be needed, if have inhouse duties March/April 2014 - Budgetary Staff, then or Board review If decide to purchase accounting & management software for CGA s, implement and train staff - annual budget implications in house and working by Spring 2014 - involve finance and accounting, legal, other development 7

April 2014 cultivation Staff and Finance, also, then Board for understanding Charitable remainder trusts (CRT s) discussion, aspects and advantages of, how to promote, gift plans that use CRT s Two Board meetings to discuss, may need a presenter. Charity usually should not be trustee but needs to market and promote CRT uses and plans, with certain prospects Summer/Fall 2014 Staff w/ or Board review Staff and Board investigates trustees for CRT trustee choices listing If CRT is one valuable option, provide list of qualified trustee choices upon request Aug/Sept 2014 cultivation Local professional advisors - attorneys, accountants, trust officers, financial planners, insurance agents. Activity - Staff, perhaps Board or Plan annual continuing education (CE) seminar for local advisors. Can partner, collaborate w/ a financial sponsor, bank, bar association, estate planning council or other charity; can change or retain sponsors annually Hold in fall or on state s continuing education regulatory timetables (different for each profession) Fall/Winter 2014 Group - local professional advisors experienced, knowledgeable in. Activity - Staff, then Board/Dev. Compile short list of local advisors knowledgeable in - use practitioners who have used planned gifts well, not just estate planners ask them to charity from time to time to discuss uses of plans, ideas, options Share list w/ donors who ask about practitioners knowledgeable and experienced in, offer to assist as can 8

Fall 2014 Recognition Staff and, for Plan recognition event (if can afford), inviting donors and key prospects, thank, recognize, and soft gift types Hold before holidays get too busy and as schedule and budget of charity permits Fall 2014 Staff, then, Board Staff verifies that internal aspects of planned gift management, administration going well - if not, remedy and tell affected donors how have corrected Ongoing review of quality of administration and management services and their costs, essential for repeat business and for charity s financial health Fall 2014 Staff, for and Board review Prepare summary report of planned gifts & endowment activity, include charity s goals to promote them in the next year Prepare report by year end, so can use in early 2015 for the Annual Report Oct/Nov 2014 Staff Annual fund appeal includes endowment choice and few noncash or planned gift options, e.g. bequests, beneficial designations, appreciated stock Preparation for annual appeal, for Nov or early Dec 2014 mailing Nov/Dec 2014 Staff Annual fund appeal with more options mailed - promote by donor benefit (e.g. income, diversify investments) No later than Nov or early Dec 2014 Winter 2014 - Ongoing cultivation, Staff,, Board Contact media esp. newspaper, to share summary report for publication - repeat need for ongoing coverage, charity provides story featuring gift elements By or before year end - hoping for additional year end gifts from readers 9

Jan/Feb 2015 Feb/March 2015 and every year Stewardship and recognition Staff w/ for Board,, staff, leadership Feb/March 2015 Cultivation Prospect Group - Not or Never Givers Activity - Staff,, Board, select volunteers involved in effort Ongoing Spring 2015 Stewardship and recognition Staff, Board, volunteers involved in effort Staff, then or Plan stewardship activities, how to recognize and include planned giving donors, esp. thank you letters, listings in charity s donor publications (if not anonymous). Consider a planned gift recognition society if have activity and a roster of names Offer training and orientation in gift planning, cues and clues, how to listen, can be brown bag, guest speaker? Continue to consider additional prospects, e.g. (local) business owners who have not given as individuals, or w/ a natural business link to charity s mission (a visionary leader?) Throughout, will have donors and prospects in various degrees of considering planned gifts - follow up and contact these, w/ technical advice May have decided to implement a planned gift recognition society - if so, plan first event for this year Ongoing - started with fall/winter 2014 recognition event (if held) By Spring 2015, commit to training and orientation internally every year Ongoing - prospect identification is an every month activity, for staff, Board, donors, volunteers - always looking for prospects, talking about charity too Ongoing - need to be continually and proactively working with donors and prospects On charity s timetable, if want an event. If only limited success in pg, wait until later so something new to promote 10

Aug/Sept 2015 cultivation Local professional advisors - attorneys, accountants, insurance agents, trust officers, financial planners. Activity - Staff, Board, Dev. Host annual CE seminar for local advisors, could partner with local bar association, estate planning council, bank or other charity, same or new partner as last year Hold in fall, no later than November, October preferable Ongoing cultivation Staff,, Board, volunteers involved in effort Throughout, ask donors if can use their stories to encourage others, general details of gift type used, the donor plan THE story, put in file for future reference Use these stories in newsletters and in media, newspaper and radio, if have donor s permission to publicize Ongoing cultivation, Current Board, or Cultivate and later solicit any new Board members about planned giving or endowment Ongoing - every year look inside to verify that insiders included in planned gift appeals Fall 2015 Staff, then Board Staff verifies that internal aspects of planned gift management, administration going well - if not, remedy and tell affected donors how have corrected Ongoing review of quality of administration and management services and their costs, essential for repeat business and for charity s financial health Ongoing Donor identification and cultivation Staff,, Board, volunteers involved in effort Always keep looking for additional prospects, ask various sources for help, appeal is legacy, give back in perpetuity Ongoing Charity, staff and volunteers, must always be prospecting and talking about and endowment options 11

Fall 2015 Staff, then or Board review Year-end summary of and endowment, for newsletter and Annual Report, other publications Summary report for publication in yearend newsletter, and to promote appreciated stock, other noncash gifts, endowment choice Fall/Winter 2015 Stewardship and recognition Staff, then or Plan year-end event to highlight donor recognition and to encourage other prospects Involve local individuals, especially those proactive in planned giving, and those with endowed funds at the charity This revised version dated September 2012 12

Part 2: FOR THE SMALL SHOP WITH NO DEDICATED PLANNED GIVING STAFF The purpose of this three year plan of action is to begin, implement and sustain a proactive planned giving fundraising effort that involves many various segments of each charity s community: present and past - Board members, staff, volunteers, donors, prospects, professional advisors and family members of certain of these groups. This plan of action assumes a program in a small shop without dedicated staff and few resources, but a visionary program in that or endowment is a stated goal and objective. You cannot achieve a goal if you don t have one, so gift planning must be a stated and supported goal within the charity for it to be successful and sustained. The effort to raise planned gifts must continue beyond the scope of this plan and must be sustained from these initial defined efforts. A successful program incorporates gift planning into all donor and prospect cultivations and s, by both staff and key volunteers especially its Board. DATE PURPOSE AUDIENCE/ GROUP Jan/Feb 2013 Feb/March 2013 Feb/March 2013 Feb/March 2013 and every year Education of charity s Board (the key insider group) Current Board - overseers, with legal and fiduciary duties, also prospects and volunteers too Current Board Current Board Board,, staff, leadership PROJECT OR ACTIVITY Presentation on merits, purpose of (and endowment) effort, Board s pivotal role will they take on as a program goal? Visioning exercise, to build a case for support - if money were no object, what would we be doing that we re not now doing? Determine WHO,, or Board will be responsible for proactive development activity Offer training and orientation in gift planning, cues and clues, how to listen, can be brown bag TIMETABLE At Jan or Feb Board meeting - repeat if attendance low By March 2013, at a Board or special meeting, min. two hour session. Case is critical element in how to talk about why need planned gifts, and why now By March 2013 - outcome of visioning session, realistic assessment of who can/will lead development, and sustain it By Spring 2013, commit to training and orientation internally every year 13

Feb/March 2013 Current Board members - roles of both solicitors and prospects, first prepared by staff with a short list of gift planning options Peer-to-peer cultivation & of current Board members, goal of 100% participation - size, type, dimension an individual decision Assign s. Peers finish personal s of current Board by March 2013 Board members report back to staff, for database entry Feb/March 2013 - Budgetary Staff first, then Next year s budget includes planned giving expenses like publications, software, some staff training, etc. Prepare next year s budget in Spring 2013. Expect NO revenue from planned gifts in initial years March and April 2013 Prospect Group Cmt. members, if not Board Next Group - past Board, then their families Raters - Board, or Some peer-to-peer and other cultivation and of this next key insider group, maybe a dinner presentation to cultivate many at one time Finish these personal s by May 2013. Assign prospects, staff to follow-up monthly on progress and database entry. Set definite time lines for activity March 2013 Best identified prospects on Foundation s mailing list Info on endowment effort, vision/case for support, mention of gift types other than cash - include response piece. Include message in all charity mailings. Send mailing months before yearend appeal so can repeat, with progress and successes that next story March 2013 also education and may be budgetary Staff Review web pages, look to insert information, readable and maybe interactional, on gift planning on web Either add gift planning information in-house to website, or review vendors who can offer interactive info 14

March 2013 - Budgetary Staff, then Board Determine how, if staff can lead effort, if can dedicate time to, if existing data base can track giving activity, prospects, plan how to provide technical advice in pg options local Community Foundation as a partner? March 2013 or before budget finalize, database improvements. May need to include some consulting expense in budget. If no budget, look at what already doing to insert new messages about endowment, gift plans. March and April 2013 Prospect Group - Staff, past and present, and their families Next Group - volunteers and their families Raters - Board, or Begin process of rating donors and prospects for urgency and priority to cultivate, solicit - goal is plan for each prospect w/ a timetable and an assigned solicitor Ongoing, begins in spring 2013, work on batch of names every month; depending on prospect pool size, about 5 individuals per session goal is personal contact, by staff or volunteer Spring 2013 Current mailing list of charity, and as expanded to include should-be-readers Use newsletter to announce drive for endowment, will feature gift types other than cash - info coming. Bequests in every publication, with exact language Normal mailing schedule of charity s newsletter no special mailing needed April/May 2013 Prospect Group - Those that are urgent, by health, financial, time of life, in planning, or self-identified Raters - Board, or Rate for urgency, who must get to first or soon. Assign cultivation duties to solicitors - staff, few Board,, select volunteers Assign timetable for each individual s cultivation and, e.g. two months for each, staff follow-up after one and then two months April 2013 Current Board, or Bequests considered, how to deal with, disclaimer option, how will commit to restricted gifts, how to document, if policy re pg s go Consider one type of planned gift option each meeting, bequests first. If approve, verify charity s exact bequest language with legal counsel 15

May 2013 - Budgetary Current Board, or Beneficial designation gifts considered, particularly retirement plan assets, how to promote, market Conclude deliberation of beneficial designation gifts by July 2013; use charity s legal name in Summer 2013 - Budgetary Staff, then or Board Staff researches how to track its planned gifts activity, and if can collaborate with other charity, or outsource Decide if needs, can afford tracking software for planned gifts by Fall 2013 July/August 2013 Board, or Life insurance gifts considered, paid up vs. not paid up, if and how will accept, track, book Conclude decision about life insurance gifts, types, how will accept, by August 2013 Summer 2013 - Ongoing Media and other sources, e.g. service clubs. Might use local cable access television, for ongoing news Keep media informed about local noncash gifts received, if have donor s permission to publicize Ongoing - plan for push in fall, before year end, especially to promote gifts of appreciated securities Summer/Fall 2013 Staff w/, for Create policies about each planned giving type, first bequests then others, for Board review and Process of policy formation and Board continues throughout year, consider each gift type and its policy separately Fall/Winter 2013 Prospect Group - Past and present donors who have given more than once Raters - Board, or Rate group for urgency, design individual plans with timetables, assign cultivation, goal to solicit. Hold group sessions to educate many, some by mail appeal Staff to follow-up monthly on progress from those assigned to identified prospects - target of 5 or so individuals each meeting, and with donors who respond 16

Fall/Winter 2013 Charity s entire mailing list Year-end appeal letter and annual fund card w/ gift options, e.g. app. property gifts, income, ask donors to explore if gift options work for them Year-end appeal and annual fund card on usual print timetable, revised to include planned gifts ideas and endowment as options, invite inquiries Throughout each and every year Newsletter mailing list check web too, include donor stories and fresh ideas e.g. current legislation that impacts planning Include different planned gift option in every newsletter issue, told in story or donor content - highlight bequests always, using exact language Throughout year, highlighted in every publication of charity, every newsletter, website, every written source Jan/Feb 2014 Annual Report distribution list if charity does one Include stories about donors who used planned gifts in annual report, highlight gift types, to motivate others, field of interest gifts, solve donor problems, legacy, to steward, recognize those donors Annual Report publication, on charity s schedule, simple and understand-able text featuring pictures Feb and March 2014 Prospect Group - prospects not already considered, every past or lapsed donor Raters - Board, or Plan for not-soobvious prospects, search sources of charity s or community s history for past connections, and their families Review at least 5 names per month, plan for each or a plan for all if do not know these donors. e.g. mailings or soft educational sessions Feb/March 2014 and every year Board,, staff, leadership Offer training and orientation in gift planning, cues and clues, how to listen By Spring 2014, commit to training and orientation internally every year March 2014 Staff drafts for, then Board approved policies for life insurance; have bequests and beneficial designations already approved offer CGA at local CF? At least these specific policies approved by Board and in effect as of Spring 2014 - procedures may be needed, if have inhouse duties 17

Fall/Winter 2014 Group - local professional advisors experienced, knowledgeable in. Activity - Staff, then Board/Dev. Compile short list of local advisors knowledgeable in - use practitioners who have used planned gifts well, not just estate planners Share list w/ donors who ask about practitioners knowledgeable and experienced in, offer to assist as can Fall 2014 Staff, for and Board review Prepare summary report of planned gifts & endowment activity, include charity s goals to promote them in the next year Prepare report by year end, so can use in early 2015 for the Annual Report Oct/Nov 2014 Staff Annual fund appeal includes endowment choice and few noncash or planned gift options, e.g. bequests, beneficial designations, appreciated stock Preparation for annual appeal, for Nov or early Dec 2014 mailing Nov/Dec 2014 Staff Annual fund appeal with more options mailed - promote by donor benefit (e.g. income, diversify investments) No later than Nov or early Dec 2014 Jan/Feb 2015 Stewardship and recognition Staff w/ for Add gift planning to already-planned stewardship activities, recognize and include planned giving donors, esp. thank you letters, listings in charity s donor publications (if not anonymous). Ongoing - started with fall/winter 2014 recognition event (if charity already holding) Feb/March 2015 and every year Board,, staff, leadership Offer training and orientation in gift planning, cues and clues, how to listen, can be brown bag, a guest speaker? By Spring 2015, commit to informal training and orientation internally every year 18

Ongoing cultivation Staff,, Board, volunteers involved in effort Throughout, ask donors if can use their stories to encourage others, general details of gift type used, file Use these stories in newsletters and in media, newspaper and radio, if have donor s permission to publicize Ongoing cultivation, Current Board, or Cultivate and later solicit any new Board members about planned giving or endowment Ongoing - every year look inside to verify that insiders included in planned gift appeals Ongoing Donor identification and cultivation Staff,, Board, volunteers involved in effort Always keep looking for additional prospects, ask various sources for help, appeal is legacy, give back in perpetuity Ongoing - Charity must always be prospecting and talking about and endowment options Fall 2015 Staff, then or Board review Year-end summary of and endowment, for newsletter and Annual Report, other publications Summary report for publication in yearend newsletter, and to promote appreciated stock, other noncash gifts, endowment choice This revised version dated September 2012 19

PAMELA JONES DAVIDSON, J.D. Pamela Jones Davidson, J.D., is a Vice President with THOMPSON & ASSOCIATES, offering estate planning services to nonprofits. She is also President of DAVIDSON GIFT DESIGN, Bloomington, Indiana, a consulting firm specializing in gift planning, program design and implementation, and training. Before forming her own company in 1999, she was a charitable gift planner and consultant with Laura Hansen Dean and Associates, Indianapolis, Indiana for three years. From 1985 through 1996, she was with Indiana University Foundation, leaving that organization 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 previously been an examiner in the Estate and Gift Tax Division of the Internal Revenue Service, and later practiced business, corporate and probate law with the Indianapolis law firm of Bingham, Summers, Welsh & Spilman before joining the nonprofit sector in 1985. Ms. Davidson was the 1999 President of the National on Planned Giving (now, PPP, Partnership for Philanthropic Planning), and served NCPG in various capacities during her six years on the Board, in 1995 as Education Chair, in 1996 as Secretary, and as President Elect in 1998. She served as NCPG s 2000 Nominating Chair and as a past president, is a member and past Chair of its Ethics. She is a past board member and past treasurer of the Indiana Chapter of the National Society of Fund Raising Executives (now, AFP, Association of Fundraising Professionals), and past board member and past president of the Planned Giving Group of Indiana. Ms. Davidson is a former treasurer of the Monroe County Bar Association, a past president and former board member of the Network of Career Women, and a Leadership Bloomington alumna. She is on the Boards of Middle Way House, her community s women s shelter, the Buskirk-Chumley Theatre, and WFHB Community Radio. She serves on the Community Advisory Boards of both her local public television and radio stations. Ms. Davidson has made countless presentations throughout the state of Indiana and nationally to development professionals, Boards, volunteers, councils, estate and tax attorneys, accountants and financial planners, and to prospects and donors about and charitable giving techniques. 3940 Walcott Lane, Bloomington, IN 47404-9339 812/876-8646 voice 812/876-2470 fax Pamela@ceplan.com www.ceplan.com pjdavidson@giftplanners.com www.giftplanners.com 20