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

Mid-America Charitable Gift Planners

Tuesday, March 26, 2019 from 11:45 AM to 1:15 PM (CDT)

Ticket Information

Type End Quantity
Members
For those who are current members of Mid-America Charitable Gift Planners
16h 24m Free  

Event Details

Bring your lunch or purchase one at Panera's on Grand. You will have a chance to pose questions to the speaker and discuss with local attendees after the presentation. 

Presenter: Marcia Inger Navrátil

Date: March 26, 2019

Program Time: 12:00 - 1:00 p.m. 

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.

Speaker:  Marcia Inger Navrátil - DIRECTOR OF GIFT PLANNING SERVICES, THE UNIVERSITY OF TEXAS SYSTEM

Marcia Inger Navratil has served as the Director of Gift Planning Services for University of Texas System since November 2015. In her current role, Marcia collaborates with, advises, and trains advancement and development colleagues across the 14 University of Texas academic and health institutions, in their work with donors and professional advisors on planned and complex gifts.

Marcia brings nearly 20 years of development experience to her current role. She previously held development positions at University of Virginia and Virginia Opera. She is a member of the National Association of Charitable Gift Planners and serves on the board of the Austin and Central Texas chapter. She has presented on topics related to charitable and estate planning at many organizations including the NACGP National Conference, NACGP chapters across the country, the Association of Fundraising Professionals, the CASE District IV Conference, and the Big XII Development Conference, and has been a contributor to publications on philanthropy. Marcia earned both her law degree and her bachelor’s degree in Art History from the University of Virginia. She lives in Austin with her husband Paul, and when not working can be found running on trails in the woods with her two rescue dogs.

Directions: Children’s Mercy Department of Philanthropy located in Crown Center (not hospital). 2420 East Pershing Road, Kansas City, MO 64108 (2nd Floor). The lunch and webinar will be held in the Pamela Miller and Michael Cummings Conference Room.

Directions/Parking: Please park in the garage on the EAST side of Grand; Garage address: 2475 Grand.  It’s the same one you would use to access the American Restaurant or LEGOLAND.  Download Directions

Once you pull into the parking garage, turn left and drive north until you see office doors that lead to the 2400 building. To the right of the 2400 building is the bank of elevators for the 2420 building. Park near the 2420 elevators and take one to the second floor. Our office is to the right as you exit the elevator.

We will validate your parking, so please bring your ticket with you.

You may arrive as early as 11:30 a.m.

Have questions about The Ethical Gift Planner: Avoiding Mistakes of Undue Influence Among an Aging Donor Base? Contact Mid-America Charitable Gift Planners
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When & Where


Children's Mercy - Crown Center Offices
2420 East Pershing Road
Kansas City, MO 64108

Tuesday, March 26, 2019 from 11:45 AM to 1:15 PM (CDT)


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Organizer

Mid-America Charitable Gift Planners

MACGP encourages dialogue among donors, professional advisors, and charity representatives. In addition to monthly programs, we also sponsor the Annual Building Blocks of a Planned Giving Conference, a half-day program is designed to present information useful to those wanting to know more about planned giving. The Council also sponsors virtual seminars and other programs for fundraising and allied professionals with related organizations throughout the area.

  Contact the Organizer

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