The Planned Giving Council of the Mid-South offers members educational programs and networking opportunities throughout the year. Access to a network of peers working full and part time to secure charitable gifts is a significant benefit. Our meetings are planned to provide a balance of career development, education and awareness of current issues affecting the business of planned giving.
The program is FREE to those who are members. If you would like to become a member, click here for more information! Or email anyone on the board to find out how to join.
Thursday, September 30, 2021
PATHWAYS to PLANNED GIVING
Realities of Gift Planning
Morning 9:00-11:00am | application pending for CFRE approval
For anyone who works to support nonprofit fundraising, including executive directors and board members.
- Board Responsibilities
- Donor Benefits
- Qualified Charitable Distributions (QCD's)
Cues and Clues: What Clients Are Saying, How You Can and Should Respond
Afternoon 12:00-2:00pm | application pending for CLE approval
For fundraising porfessionals and advisors/attorneys.
- Charitable planning vehicles
- Funding at different life stages
Online via Zoom.
Cost is $30 for one session or $50 for both.
Free for Planned Giving Council of Mid-South members and Jewish Foundation of Memphis partner agencies.
Featuring Pamela Davidson
Pamela Jones Davidson, J.D., is President of DAVIDSON GIFT DESIGN, Bloomington, Indiana, a consulting firm specializing in gift planning, planned giving program design and implementation, and training. She is also a Senior Vice President with THOMPSON & ASSOCIATES, offering estate planning services to nonprofits. Before forming her own company in 1999, she for three years was a charitable gift planner and consultant with Laura Hansen Dean and Associates, Indianapolis, Indiana. 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 an Indianapolis law firm before joining the nonprofit sector in 1985.
Ms. Davidson has made countless presentations throughout the state of Indiana and nationally to development professionals, planned giving councils, estate and tax attorneys, accountants and financial planners, and to prospects and donors about planned giving and charitable giving techniques.
February 3, 2021
Retirement Account Assets: What You Need to Know
September 30, 2020
A to Z: The Life of a Planned Gift
Panel of local advisors and development professionals
September 16, 2020
Planned Giving 101 – Back to Basics
Local nonprofit professionals and estate planning attorneys
April 24, 2020
"Planned Giving During and After the Pandemic"
Presented by Robert F. Sharpe, Jr.
December 4, 2019
Allied Professionals Planning Conference
Current Estate and Charitable Planning Issues and Strategies, Including Upstream Planning and Planning to Maximize Income Tax Basis
Turney P. Berry, Chair of Wyatt Tarrant & Combs LLP's, Trust, Estate & Personal Planning Service Team in Louisville, KY
September 19, 2019
"Planned Giving 101 For Nonprofits"
Phil Purcell, JD, MPA from Indiana University
June 20, 2019
"LEGACY PLANNING REIMAGINED AFTER TAX REFORM"
Philip Cubeta, CLU®, ChFC®, AEP®, MSFS, CAP®
April 4, 2019
"Identifying and Requesting Non-Cash Gifts"
Michelle Castro and Roberta Kramer, Heritage Auctions, Trusts & Estates Division
March 27, 2019
A Brown-Bag Q&A on Planned Giving
Hosted by the Planned Giving Council of the Mid-South
February 21, 2019
"Preparing Your Umbrella to Weather the Storm: Your First Steps to Build a Rainy Day Fund"
Terri Lee Freeman, President, National Civil Rights Museum
September 27, 2018
Understanding And Advancing The Philanthropic Goals Of Your Clients and Donors
Laura Hansen Dean, J.D.
August 22, September 5, and September 20, 2018
End of Summer Plunge Into Planned Giving
3 full sessions for nonprofit development staff and organizational leadership covering multiple facets of Planned Giving
May 4, 2018
The Latest Developments In Charitable Planning & IRA Wins Oscar: Best Tax Performance in Deferred Gifts
Johni Hays, J.D., Senior Vice President, Thompson & Associates
February 22, 2018
The Evolution of the Philanthropic Industry: Exponential Change Creates & Destroys Opportunity
Will you be ready?
Avery Tucker Fontaine - BNY Mellon Wealth Management