Education Program:  The Ethical Gift Planner: Avoiding Mistakes of Undue Influence Among an Aging Donor Base

Presenter: Marcia Inger Navrátil

Date: March 26, 2019

Time: 1:00 to 2:00 p.m. EST

The number of Americans age 65 and older is projected to more than double over the next four decades, from 48 million today to 98 million by 2060. For charities, the demographics of our aging population are reflected in a similarly aging donor base. In order for charitable gift planners and other fundraisers to maintain the highest ethical standards, we need to recognize the signs that indicate a donor may lack the required mental capacity to make a gift. Using case studies and both presenter and attendee examples, this webinar will explore indicators of a potential lack of donor mental capacity, discuss the critical role professional advisors can play in avoiding allegations of undue influence, and prepare you to respond when family members challenge a donor’s intent after the donor is no longer capable of providing input.

Learning Objectives

Recognize the characteristics that indicate a donor may lack mental capacity, as well as the signs of aging that are not relevant to legal capacity.

Create collaborative relationships with professional advisors and development colleagues to prevent issues of undue influence and legal capacity from arising.

Develop stewardship plans to work with donors and their families in case where incapacity arises AFTER the planned gift is already in place.

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