November 18, 2009 at 2:00 PM EST, 1:00 PM CST, 12:00 PM MST, 11:00 AM PST
Program Description
Advisors and gift planners meet with donors or clients that may have competency issues. These issues can create liability problems for advisors and gift planners. This session provides development officers and professional advisors with the knowledge, skills and tools needed to better advise and assist individuals who are or are becoming incapacitated as a result of Alzheimer's disease, age related dementia, or other related disorders. It will provide basic information on the various dementias and demonstrate how they can impact your donor or client's capacity to make sound decisions regarding their gifts.
By the end of the session, attendees will...
• Be better able to recognize dementia.
• Understand dementia's impact on decision making abilities.
• Know what to do if your donor/client's decision making abilities are impaired.
Meet Our Presenter:
Neil J. Boyer, J.D., S.M., is chief development manager for Lions Clubs International Foundation in Oak Brook, IL. Previously, he was national director - planned giving at the Alzheimer's Association in Chicago, IL and before that, development manager at the Rotary Foundation in Evanston, IL. His publications include Long Term Care Insurance: Investing in Your Peace of Mind, The Basics of Estate Planning and The Probate Handbook (Practical Legal Publications). Boyer has been licensed as attorney by the State of Illinois and the State of Connecticut and holds licenses in insurance, real estate and securities (NASD). His memberships have included the Partnership for Philanthropic Planning (formerly the National Committee on Planned Giving), the Chicago Council on Planned Giving, Suburban Chicago Planned Giving Council; Association of Fundraising Professionals; American Bar Association; and National Association of Elder Law Attorneys.
Kathy Busey is director of planned and major giving for WTTW11/98.7WFMT in Chicago, Illinois. She has a decade of experience in planned and major giving, specializing in marketing and building planned giving programs. She was previously associate director at the Alzheimer's Association, where she worked with 14 chapters in the Great Lakes region to build, market and grow their planned giving programs and to form planned giving advisory committees. Busey also helped create a CD for professional advisors that would educate them on Alzheimer's disease and its impact on their clients' decision-making abilities. She has a B.S. in public relations from Illinois State University and is a member of the Partnership for Philanthropic Planning and the Chicago Council on Planned Giving.
