Upcoming events

    • 13 Feb 2025
    • 5:30 PM - 7:00 PM
    • MCV Foundation, Two James Center, 1021 East Cary Street, Ste. 1100, Richmond 23219
    Register

    Please join your fellow Council members on Thursday, February 13th, for a fun evening at The MCV Foundation's new offices in Two James Center. Parking will be validated.

    Take some time to reconnect with long-time friends and make some new ones while enjoying some hors d'oeuvres and adult beverages.

    We hope to see you on the 13th between 5:30 and 7:00 p.m. 

    This event is free for members and their guests, but advance registration is required.

    • 27 Feb 2025
    • 9:30 AM - 12:45 PM
    • Virginia Museum of History & Culture, 428 N. Arthur Ashe Blvd., 23220
    • 19
    Register

    Our Program

    9:30 a.m. Eleven Steps Your Charity Can Take This Year for Planned Giving Success

    There are steps every charity can immediately take to begin integrating planned gift ideas and appeals into its overall development program, and to introduce planned giving concepts to nearly all of its prospects.  This session will cover eleven no- or low- cost steps, both practical and doable for staff, Board members and volunteers to establish and sustain proactive gift planning and to set activity-based goals in this critical aspect of fundraising.  Both new and existing programs will benefit from this presentation that will include a description of simpler gift options in the materials.

    10:50 a.m. Cues and Clues: What Prospects and Clients Tell You and What You Need to Say, Then

    Donors, prospects and clients tell you everything you need to know—if you only listen.  This session will identify many impediments to giving those individuals are mentioning, like their asset concerns and family situation, and provide a script for your response then, in real time, suggesting a gift idea that could address that concern.  Development’s role extends beyond the nonprofit’s need for the gift, we should make practical suggestions about how that donor could make a gift using assets not cash while furthering their goals. And for clients, to ensure their charitable plans are the smartest for them.  Development’s goal is to promote a gift conversation between many individuals and a person who can talk about often simple gift plans funded at the right life stage, that address those perceived impediments to giving, ethical, pragmatic, repeatable.


    Our Presenter

    Pamela Jones Davidson, J.D., 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; she has earned its FCEP designation. Before forming her own company in 1999, she was a charitable gift planner and consultant for three years with Laura Hansen Dean and Associates in Indianapolis. From 1985 through 1996, she was with Indiana University Foundation, leaving that organization as its Executive Director of Planned Giving and Associate Counsel, and quadrupling its planned gift expectancies under her directorship. 

    Davidson received her undergraduate degree from Indiana University in 1975, and graduated magna cum laude and top 10% 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 an Indianapolis law firm before joining the nonprofit sector in 1985.

    She was the 1999 President of the National Committee on Planned Giving (now the National Association of Charitable Gift Planners, “NACGP”), 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 Committee Chair and as a past member and chair of its Ethics Committee. She is a member of NACGP’s Leadership Institute, and in 2018, was inducted in the second year to its Hall of Fame.

    Davidson has been on the Editorial Board of the Planned Giving Design Center, and has served as faculty of The College of William and Mary National Planned Giving Institute. She is a past board member and past treasurer of the Indiana Chapter of the National Society of Fund Raising Executives (now, Association of Fundraising Professionals, “AFP”), and is a past board member and president of the Planned Giving Group of Indiana. She is a past president of the Network of Career Women, a Leadership Bloomington alumna, and has served on many nonprofit Boards and development committees of local charities. She serves on the Community Advisory Board (“CAB”) of her local public television station and is a member of APTS (America’s Public Television Stations) (Lay) Leadership Council; she has served her local public radio station on its CAB too.

    Over her long career, Davidson has made countless presentations throughout Indiana and nationally to development professionals including leadership, planned giving councils, estate and tax attorneys, accountants and financial planners, and to prospects and donors about gift planning and charitable giving techniques. She is known for her motivational and empowering messages stated in practical and pragmatic terms about gift planning advantages and options that can benefit individuals, families and valued charities all, the “how to do smartly what you already want to do,” that prompts a gift conversation. 

    Thanks to our Sponsors!



    Our Schedule and Program

    • 9:00 a.m. Registration Begins/Member Networking
    • 9:30 a.m. Opening Session: Eleven Steps Your Charity Can Take This Year for Planned Giving Success
    • 10:30 a.m. Beverage Break
    • 10:50 a.m. Second Session: Cues and Clues: What Prospects and Clients Tell You and What You Need to Say, Then
    • 11:40 a.m. Lunch and Networking
    • 12:45 p.m. Adjourn

    Registration Fees

    • There is no fee for members to attend, though they should register in advance (members should be logged-in to access the member rate).
    • The nonmember fee is $150.00. Nonmembers can also join now and then register at no additional cost.
    • 17 Apr 2025
    • 10:30 AM - 12:00 PM
    • Virginia Museum of History & Culture, 428 N. Arthur Ashe Blvd., 23220
    • 75
    Register

    Our Program

    To be announced.

    Our Schedule

    • 10:00 a.m. Registration Begins/Member Networking/Coffee 
    • 10:30 a.m. Program Begins
    • 12:00 p.m. Program Concludes/Box Lunches/Adjourn

    Registration Fees

    • There is no fee for members to attend, though they should register in advance (members should be logged-in to access the member rate).
    • The nonmember fee is $75.00. Nonmembers can also join now and then register at no additional cost.

Past events

21 Nov 2024 VGPC Program: It's None of Your Business...But It Could Be
19 Sep 2024 VGPC Program: Crafting Compelling Legacy Messages
13 Jun 2024 VGPC Member Social
25 Apr 2024 VGPC Program: Dealing with Charitable Trusts and Endowments
22 Feb 2024 Signature Series: Cash is for Amateurs! AND Enticing Professional Advisors and Gifts of Real Estate
25 Jan 2024 VGPC Member Social
16 Nov 2023 Building (Or Rebuilding) Your Planned Giving Program
28 Sep 2023 Maximize Philanthropy and Boost Your Fundraising Program Using Retirement Assets
16 May 2023 VGPC Member Social
20 Apr 2023 VGPC Tour of the Schlumberger Collection at VMFA
20 Apr 2023 Inflation and Economic Turmoil: It's Impact on Philanthropy and Your Organization
16 Feb 2023 Donor-Advised Funds: Dos, Don'ts and Donor Decisions
12 Jan 2023 VGPC Member Social
15 Nov 2022 National Philanthropy Day Workshop and Awards Ceremony 2022
20 Oct 2022 Signature Series - The Gift Planner's Guide to the SECURE Act AND Issues in Using IRAs and Retirement Plan Assets for Philanthropy & Estate Planning (Panel Discussion)
15 Sep 2022 Member Social
19 May 2022 Member Social
11 May 2022 If There's a Will, We Want to Be in It: How Volunteers Can Help Ensure Planned Giving Success
17 Feb 2022 JEOPARDY! Unplanned Giving Edition Virtual Event
20 Jan 2022 Postponed Member Social
6 Jan 2022 Where Do We Go From Here: Estate Planning in 2022
2 Dec 2021 Postponed Luncheon Program - Tax Update
10 Nov 2021 VGPC Member Social: A Night at the Museum
26 Oct 2021 Signature Series - Leveraging Major Data into Major Gifts AND Leaving a Lasting Legacy: Incorporating Planned Giving into Fundraising Strategy
23 Sep 2021 *Postponed* Member Social
20 May 2021 History of Virginia Wines: Virtual Member Social and Wine Tasting
22 Apr 2021 Stewardship: A Key Component of Gift Planning
18 Feb 2021 What Does the SECURE Act Mean for Our Donors AND Blueprint for an Effective Charitable Gift Annuity Program
19 Nov 2020 AFP National Philanthropy Day Workshop: Embracing the Power of Your Legacy Pipeline
15 Oct 2020 Signature Series: Our Best Donors Are Aging - Communicating to and Working with Seniors AND Estate Gifts - Getting All You're Due
14 May 2020 Webinar: Gift Planning and Development Changes in the Time of COVID-19
6 Feb 2020 The ABC's of Foundations and A Closer Look at Donor Advised Funds
16 Jan 2020 Member Social at VCU's ICA
7 Nov 2019 Sean Murphy and Meghan Hubbard of McGuireWoods
10 Oct 2019 Signature Series- Anne Melvin, Director of Training & Education at Harvard University

Copyright 2024

VGPC, PO Box 6605, Richmond, VA 23230
(804) 368-3397 x 2
info@vagiftplanning.org

Powered by Wild Apricot Membership Software