Title: Dementia, Philanthropy and the Audit: What to Know, What to Have, What to Plan

Presenters: Robert Hofmann and Lani McCollar

Date: May 25, 2021

Time: 1:00 to 2:00 p.m. EST

Nonprofit institutions risk litigation, negative media, loss of reputation or worse if they are not prepared with sound policies, procedures and a trained professional staff when working with people who may have cognitive impairment due the onset of dementia and its common form, Alzheimer's Disease. A panel of charitable gift planning professionals who led a summit on philanthropy and dementia in 2019 will provide attendees an update on research and discuss one community foundation's redress to an audit. They will also share their work to craft a "Dementia in Philanthropy Guidebook" with related case studies, suggested policies and preferred practices. Attendees will work together to review situational case studies and test Guidebook recommendations.

          - Review research that shows elderly Americans are retaining more wealth while engaging in active philanthropy well into their eighties and longer.

          - Understand the clear need to advocate for professional development training in this area, adopt institutional policies, procedures and preferred practices and consider a cultural shift in thinking to protect vulnerable adults as well as professional fundraisers and the institutions they represent.

          - Analyze your institution's readiness by exploring audit findings of a large community foundation that was cited as unprepared. Additionally, learn to articulate your institution's vulnerabilities through a working session with a DRAFT Dementia in Philanthropy Guidebook.

Robert Hofmann

senior development officer, university of minnesota duluth school of fine arts  

Robert Hofmann is a native of the Twin Cities. For the past twelve years, he has worked at the University of Minnesota Duluth (UMD) as Senior Development Officer with the UMD School of Fine Arts. At UMD, he has helped to raise more than $20 M for student scholarships and programs. Rob serves on the board of directors of the Depot Foundation in Duluth, MN, a six million dollar grant making charitable organization, where he is immediate past chair. Before coming to UMD, he was involved in tall ships maritime education from 1997 through 2006 as executive director of the Providence Maritime Heritage Foundation that operated the tall ship Continental Sloop Providence. In that role, he was pivotal in spearheading the Foundation’s development and delivery of exceptional shipboard education programs that were recognized as a model partnership with Providence, RI, Public Schools. While executive director he successfully negotiated with the Walt Disney Co. to have his vessel and crew appear in two of the Pirates of the Caribbean films. Earlier in his career, Rob worked in Boston, Minneapolis and elsewhere as a professional actor appearing on stage and screen. He remains a proud member of Actors Equity Association and the Screen Actors Guild. He appeared as a guest Equity artist in Duluth Playhouse production of Good People in January of 2014.

Lani McCollar

associate vice president, bentz whaley flessner 

Lani A. McCollar is an Associate Vice President at Bentz Whaley Flessner, where she focuses on capital campaigns, development program audits, board engagement and overall fundraising strategies.  Lani brings more than 20 years of experience working and volunteering for multiple nonprofits in Minneapolis/St. Paul metropolitan area. She served as Director of Institutional Advancement for Groves Academy, where she oversaw unprecedented growth and a successful capital campaign. She also has served Metropolitan State University Foundation as Director of Development focusing on alumni and donor engagement, building their co-located university and community library, and has privately consulted with St. Mary’s Foundation, Boys & Girls Clubs of the Twin Cities, People Incorporated, Family Pathways, and CLUES. Lani received her BBA Marketing and Information Systems with honors from the University of Iowa, and a condensed MBA in Nonprofit Management from the University of St. Thomas. She is an active volunteer with many nonprofit organizations in Minnesota. Some of her clients include The Bakken Museum, Minneapolis Jewish Federation, Twin Cities Habitat for Humanity, Minnesota Children’s Museum Rochester, Prodeo Academy, The Basilica of St. Mary, Wayside Recovery Center, Wisconsin Lutheran High School, Wayzata Lake Effect Conservancy and Bolder Options.

Group webinars are intended for CGP affiliated councils or groups of up to 30 individuals.


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Tuesday, May 25, 2021 - 01:00