February 29, 2012
9:30 am - 2:30 pm
North Carolina Museum of Art
2110 Blue Ridge Road - Raleigh, NC   Registration Link

Issues With Aging Donors

Whether you are a one person office or a cog in a giant wheel, your personal interactions with aging donors will be affected by these issues at some point.This valuable and timely session will help you in dealing with older donors, their families and their legal advisors.

Schedule of the Day
9:30 - 10:00 Registration/Coffee/Networking
10:00-10:15 Welcome and Overview
10:15-11:45 Early Cognitive Impairment Issues
12:00-12:45 Lunch and Topic Roundtables
1:00- 2:30 Legal Issues in Dealing with Aging Donors

2:45 OPTIONAL-RSVPs required-Guided Museum Tour

Early Cognitive Impairment Issues: "Senior Moments" or Alzheimer's Disease- the Practical Implications

Speaker: Kathleen A. Welsh-Bohmer PhD
Professor of Psychiatry and Director, Joseph and Kathleen Bryan Alzheimer's Disease Research Center, Duke University Medical Center

Join us as Dr. Welsh-Bonner describes the clinical and pathological distinctions between normal brain aging and Alzheimer's disease. She will inform us how to recognize early cognitive changes and when cognitive capacity may be impaired, and conclude with a discussion of the interventions now available and the practical first steps one can take to help individuals get assistance they need.

Legal Issues in Dealing with Aging Donors

Speaker: William G. Alexander, Attorney
W. G. Alexander & Associates, PLLC - Raleigh, North Carolina

Join us as Bill discusses issues of capacity in dealing with donors making outright or deferred gifts.

Why is it important that you are aware of issues with aging donors?

What is the law in NC regarding Diminished Capacity and making contracts?

Incapacity versus Diminished Capacity
     Minimal or Sufficient Capacity
     Impact on current gifts and testamentary gifts
     What is Undue Influence?

What are the signs to look for?
     Factors in determining diminished capacity

What actions should be taken to protect the intended gift and your group's reputation?

Understanding the donor's family situation, communication, and positioning a desire to make a gift versus capacity issues

Thoughts and ideas around establishing and documenting donor intent as early in the gift planning process as possible

How do Powers of Attorney play into gift planning?

How to work with a legal counsel to achieve your donor's wishes

Please NOTE:If you have specific questions or situations you wish Bill to address about this topic, please e-mail us at ncpgcadmin@gmail.com and we will forward them to Bill prior.

COST: NC Planned Giving Council Members $35.00
Financial Planning Association & Wake County Estate Planning Council member: $50.00
Guests: $60.00