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 firstname.lastname@example.org
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