Phyllis Silverstein, CFP®, CAP®
Phyllis Silverstein is a wealth and fiduciary senior manager, executive director with Wells Fargo Bank Wealth & Investment Management division located in Atlanta, Georgia. Ms. Silverstein leads a team of experienced fiduciary professionals that provide comprehensive trust services with specialized knowledge in the areas of legacy planning, corporate trusteeship, taxation, law, accounting, estate planning and risk mitigation. Phyllis held the role of wealth and fiduciary senior manager beginning in 2013.

She has over 35 years of experience including serving as the vice president and director of Planned Giving & Endowment for the Jewish Federation of Greater Atlanta and senior resource development positions at the Greater Miami Jewish Federation and the Jewish Federation of Broward County.

Phyllis graduated Cum Laude from Florida Atlantic University where she earned her Bachelor of Arts in Sociology. She also holds the CERTIFIED FINANCIAL PLANNER™ designation and the Chartered Advisor of Philanthropy® designation.

Phyllis is a past board member of the National Charitable Gift Planners Association and served as the 2024 National Annual Conference Chair. She served as the president and board member of the Georgia Planned Giving Council. Phyllis participated in the CFP® Board Exam Review question development. Phyllis lives in Marietta, GA with her 5 children and 3 grandchildren and is active in her community serving as an officer on the Temple Etz Chaim Sisterhood board.

Pamela Jones Davidson, J.D.
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 Emeritus 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, 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, quadrupling its new planned gift expectancies under her directorship in only 2 ½ years.

Ms. 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.

Ms. Davidson 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 its second year to its Hall of Fame.

Ms. 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 numerous local nonprofit Boards.  She serves on the Community Advisory Board (“CAB”) of her local public broadcasting stations and is a member of APTS (America’s Public Television Stations) (Lay) Leadership Council.

Ms. Davidson over her long career has made countless presentations throughout Indiana and nationally including leadership, planned giving councils, estate and tax attorneys, accountants and financial planners, development professionals, 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” the essential ingredient.