Pamela Jones Davison, J.D., Consultant and Charitable Gift Planner. Pamela Davidson is a 1979 magna cum laude graduate of the Indiana University School of Law. She is a talented charitable gift planner and nationally recognized dynamic public speaker with more than sixteen years experience in the planned giving field. From 1984 through 1996, she served at the Indiana University Foundation, leaving as its Executive Director, Planned Giving and Associate Counsel. She and the planned giving staff there annually closed on more than $10 million in new planned gift commitments. Previously, she was an examiner in the Gift and Estate Tax Division of the IRS and in the private practice of law in Indianapolis, Indiana.

She is a past president and board member of the Planned Giving Group of Indiana and past treasurer and board member of the Indiana Chapter of the National Society of Fund Raising Executives. She served on the Board of Directors of the National Committee on Planned Giving for six years beginning in 1994, and was Chair of its Education Committee in 1995 and Secretary in 1996. She was the 1998 President-Elect of NCPG and served as its President in 1999 and, as a former president now serves on its ethics committee. She is a member of the Indiana State Bar Association, and a former Leadership Bloomington participant. She is actively involved in her community, and currently serves on the board of her community's women's shelter.

Compensation

Ms. Davidson is compensated by the nonprofit organization for the services provided as gift planner and consultant. Compensation is based on the services provided to the nonprofit organization. The consultant does not sell financial products, does not receive referral fees from associated professional advisors and does not receive commissions for completed gifts. Services to be provided and compensation for those services are negotiated at the beginning of the engagement.

Ethics

The Consultant is a member of the Planned Giving Group of Indiana, which is a member council of the National Committee on Planned Giving. As such, she subscribes to and supports the "Model Standards of Practice for the Charitable Gift Planner" promulgated by the National Committee on Planned Giving.

Legal Advice

The consultant does not offer legal or tax advice to charitable organizations or their donors. The charitable organization and those involved in making planned and major gifts to that organization should consult with an attorney or accountant for independent advice.
 

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