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Ethically Speaking In 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

Ethically Speaking

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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

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Ground rulesThis is your sessionAsk questionsStatement QuestionChime in with expertiseTurn off your phone

CAGP - London, Ann Rosenfield, MBA, CFRE (c) 2016

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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