Hawaii Gift Planning Council presents at its Annual Meeting:
Cues and Clues… Responding Now to What Prospects Tell You are Impediments to Giving
A Moderated Recorded Webinar
Presenter: Pamela Davidson, J.D., Consultant & Gift Planner, Davidson Gift Design
Moderator: Kyle Karioka, Director of Gift Planning, The Salvation Army, Hawaiian & Pacific Islands; President, Hawaii Gift Planning Council
Thursday, January 28, 2021
11:30-11:45 Hawaii Gift Planning Council Annual Meeting, Election of Board of Directors
11:45-12:45 Moderated Recorded Webinar with Pamela Davidson and Kyle Karioka
This session will empower you to respond in real time to what your prospects tell you, to move the gift consideration process in a positive and progressive direction, and to be the spark that ignites a great idea for a gift.
- Actively listen to what donors and prospects are telling you about their perceived impediments to giving.
- Act on the maxim, “if we do not ask, the answer is always no” and proactively suggest gift planning ideas that address the concerns prospects are telling us about.
- Feel comfortable making referrals to other advisors when gift discussions exceed your own expertise.
Click “Tickets” to register by January 21, 2021. To receive the HGPC member rate, you must login with your username/password. We will email you a Zoom meeting link prior to the event.
Pamela Jones Davidson, JD, has been a nationally-recognized speaker in charitable gift planning for decades. She is President of Davidson Gift Design in Bloomington, Indiana, a consulting firm specializing in motivational presentations about all aspects of 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 Executive Director of Planned Giving and Associate Counsel for Indiana University Foundation. She was 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. Pam was the 1999 President of the National Association of Charitable Gift Planners, after serving on its board for six years. She was inducted into its Hall of Fame in 2018, in its second class.