Bill Alexander Speaks on Charitable Giving

Bill Alexander will be speaking at the NC Chapter of the Planned Giving Council

on the Topic of Charitable Giving on February 29, 2012.

The outline of the discussion is below.

If you have any questions regarding Charitable giving, the setting up of a

Charitable Trust, or to review something you have in place now, please contact

 Bill’s office at 919-256-7000 or email

Legal Issues in Dealing with Aging Donors

Speaker: William G. Alexander, Attorney W. G. Alexander & Associates, PLLC – Raleigh, North Carolina

Bill will discuss issues of capacity in dealing with donors making outright or deferred gifts.

Why is it important that you are aware of issues with aging donors?

What is the law in NC regarding Diminished Capacity and making contracts?

Incapacity versus Diminished Capacity      Minimal or Sufficient Capacity      Impact on current gifts and testamentary gifts      What is Undue Influence?

What are the signs to look for?      Factors in determining diminished capacity

What actions should be taken to protect the intended gift.

Understanding the donor’s family situation, communication, and positioning a desire to make a gift versus capacity issues

Thoughts and ideas around establishing and documenting donor intent as early in the gift planning process as possible

How do Powers of Attorney play into gift planning?

How to work with a legal counsel to achieve your donor’s wishes