PowerPoint Presentation
Ethically SpeakingIn planned giving we often work with
vulnerable individuals and it can be difficult to know where to get
advice.Bring your questions, quandaries, as well as your own
experiences.In this extremely interactive conversation, Ann will
facilitate a conversation and also bring resources, experts, as
well as an ethics framework for decision making.
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
On screen from beginning - Review with crowd for
expectations1
CAGP - LondonAnn Rosenfield, MBA, CFRE
Ethically SpeakingCAGP - London, Ann Rosenfield, MBA, CFRE (c)
2016
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016Ground
rulesQuestions, QuandariesChoose Your Own Adventure +
ExperiencesResourcesFischer Ethics Model Live Case
StudyQuestionsThank you
Agenda
3
Ground rulesThis is your sessionAsk questionsStatement
QuestionChime in with expertiseTurn off your phone
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
4
Bring your questions, quandaries, as well as your own
experiencesCAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
Award prize for person who knows why this imageUse flipchart for
list of questionsSort slides to cover questions Insert checkin
slide in middle5
Choose your own adventure + experiencesBad
AdviceCapacityChangesGift AgreementsFamily Feud angry at
heirsFamily Feud litigious heirsFischer ModelGraphicsSocial
MediaThank you for being a friend Tax SheltersHelp! (Resources)
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
Based on what the folks suggest - 6
Bad advice
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
CapacityWho can assess capacity?Medical Doctor (College of
Physicians & Surgeons)Psychologist (College of Psychologist of
Ontario)Registered Nurse, Registered Nurse (EC)Registered Social
WorkerOccupational Therapist (College of OT of Ontario)CAGP -
London, Ann Rosenfield, MBA, CFRE (c) 2016
https://www.attorneygeneral.jus.gov.on.ca/english/family/pgt/capacity/2005-06/guide-0505.pdf8
ChangesWhich of these are legal?1) Alter terms with consent2)
Leave dormant3) Transfer asset to another charity4) Refund
moneyCAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
Contest - When Charity cant meet the terms9
An ounce of preventionGift agreementsInclude intent and
alternativesExternal advice for donorEnsure they tell those who
might reasonably expect to inheritCAGP - London, Ann Rosenfield,
MBA, CFRE (c) 2016
Family Feud
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
Angry at heirs - What if you have a donor a disfunction family?
Mad at kids? Stay out of the middle11
Family Feud
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
Litigous heirsLargest gift to UWO LawLatner v
Latnerhttp://torontolife.com/city/latner-vs-latner/12
Fischer Model Option #1Option #2Your BoardYour donorsYour
communityPeople you serveNewspaperYou
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
Model by Marilyn Fischer13
Graphics
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
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Check inIn planned giving we often work with vulnerable
individuals and it can be difficult to know where to get
advice.Bring your questions, quandaries, as well as your own
experiences.In this extremely interactive conversation, Ann will
facilitate a conversation and also bring resources, experts, as
well as an ethics framework for decision making.
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
On screen from beginning - Review with crowd for
expectations15
Social Media
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
Thank you for being a friend
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
Undue influence17
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016CRA Adherence
Tax sheltershttp://www.cra-arc.gc.ca/gncy/lrt/vshlt-eng.html
Help!
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
Disclose conflicts of InterestFor instance, I do not have a
business relationship with any of the resourcesCAGP - London, Ann
Rosenfield, MBA, CFRE (c) 2016
EG I have no family or business relationship with any of the
resources I am recommending. And what if you do need Help?20
Resources CAGP member benefit
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
Tax Law Resource Dwayne OsbournCAGP - London, Ann Rosenfield,
MBA, CFRE (c) 2016
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016CAGP Ethics
Codehttps://www.cagp-acpdp.org/en/code-of-ethicsImagine Canada
Standardshttp://sectorsource.ca/standards/standards-resourceAFP
Ethics
Codehttps://www.afpnet.org/files/ContentDocuments/CodeofEthics.pdf
Ethics Codes & Standards
Ethically SpeakingIn planned giving we often work with
vulnerable individuals and it can be difficult to know where to get
advice.Bring your questions, quandaries, as well as your own
experiences.In this extremely interactive conversation, Ann will
facilitate a conversation and also bring resources, experts, as
well as an ethics framework for decision making.
CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016
On screen from beginning - Review with crowd for
expectations24
Questions?????????????????????????????CAGP - London, Ann
Rosenfield, MBA, CFRE (c) 2016
CreditsTitle slide image - ThinkstockAlanis Morrisette image -
musictimes.comMalicious Mallard -
http://www.livememe.com/nl4ym1tFacebook Stalker graphicbrewLatner
vs. Latner vs Latner graphic -
http://skoool.ru/how-torontos-lavishly-rich-latner-family-is-tearing-itself-apart/UWO
law school image -
http://www.youngblackprelaw.com/2015/03/western-university/Kardashian
family photo CosmopolitanPeanuts cartoon Charles M SchultzAnn
Rosenfield photo Kathryn HollinrakeCAGP - London, Ann Rosenfield,
MBA, CFRE (c) 2016
Thank you
Ann Rosenfield, MBA,
CFREBlogshttps://www.linkedin.com/today/posts/annrosenfieldcfrehttp://charitablyspeaking.com/blog/LinkedIn
linkedin.com/in/annrosenfieldcfreE-mail
[email protected]@AnnBRosenfieldCAGP - London, Ann
Rosenfield, MBA, CFRE (c) 2016