"Cognitive Impairment in Donors-

Identifying Issues &

Applying Best Practices"

Tara Adams, Ed.M., JD  Co-Founder      Cognitive Empowerment    Consulting Group, LLC

Anthony Pomonis, CFRE  Co- Founder   Cognitive Empowerment   Consulting Group, LLC

We are on the precipice of the largest transfer of wealth in human history, with the Baby Boomer generation accumulating over $35,000,000,000,000 in wealth that will be dispersed in the coming years. However, as this generation ages, the rates of cognitive impairment also increases, creating ethical and legal issues for planned giving professionals and fundraisers when they encounter this issue with donors. Is your organization prepared for this inevitable scenario? This session seeks to educate attendees about how to identify cognitive impairment in elderly donors and what practical next steps they can implement to ensure that they do the right thing for everyone involved in the gift conversation.

Objectives:

1. By the end of this session, attendees should be able to identify the top ten signs of cognitive impairment.

2. By the end of this session, attendees should be able to recall best practices for navigating a situation with an elderly donor who may have cognitive impairment issues.

Program is Approved for one (1) PT    CE credit

Program is Approved for one (1) HR CE Credit

Huge Thank You to our Program Partners!