Partnership for Philanthropic Planning

Serving as the voice and
professional resource for
the gift-planning community
in Southwest Florida since
1994, making a difference
in the lives that follow

Thursday, September 27, 2018

We wish to thank

Cypress Cove

sponsoring this meeting.

Ethical Fundraising with Older Adults


Beth Prather, P.A.

Dotty St. Amand, MSW

Development professionals may find themselves faced with an ethical dilemma when a donor exhibits warning signs of cognitive impairment. 


While dementia is not a normal part aging, the risk of Alzheimer’s disease and related dementia increases with age. Older adults may experience subtle changes in their cognition while still able to participate in legal and financial decision-making. 


At what point is it unethical to accept a gift from a donor who has signs of cognitive impairment? 


This presentation will explore the legal and ethical considerations of executing planned gifts and charitable giving options with donors who may have diminished capacity. 
The Blue Coyote Supper Club
9854 Caloosa Yacht & Racquet Club Drive
Fort Myers, FL

11:30 to 12:00 - Social/Networking
12:00 to 1:00 - Lunch and Speaker
After receiving her Master’s degree in Business Administration in 1988 from Nova University and her Juris Doctorate, cum laude, in 1992 from the University of Maine, Beth Prather returned to her hometown of Fort Myers to practice law. In 2006, she earned her certification as an Elder Law Attorney by the Florida Bar. She was accredited with the Veterans Administration in 2008. Prather’s practice concentrates in the areas of estate planning, probate and trust administration, guardianship, and Medicaid and VA Benefits. She was named as a Super Lawyer by Super Lawyers magazine in 2008-2018 and a Top 50 Women Super Lawyer for 2018.
Since 1987, Dotty St. Amand has focused her career on the field of aging. She has a Master of Social Work degree from Western Michigan University and a Bachelor of Arts degree from Hope College. She is a licensed Nursing Home Administrator in Michigan and Florida and currently serves as the executive director of Arden Courts Memory Care Community in Ft. Myers. She is co-chair and was instrumental in establishing Lee Elder Abuse Prevention Partnership (LEAPP) elder justice coalition in 2010 to bring together a diverse group of professionals and community leaders to work collaboratively on initiatives to honor and protect older adults. Prior to joining Arden Courts, St. Amand was the executive director of the Alvin A. Dubin Alzheimer’s Resource Center and was a weekly columnist on the topic of aging for The News-Press. St. Amand has presented seminars to hundreds of professionals, family caregivers, and consumers on the topic of aging, dementia, elder abuse, and caregiving locally, regionally, and nationally. 
PGC Lee guests and friends: please make and pay for your reservation below:
Grilled Chicken & Risotto
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Salmon Caesar Salad
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Vegetarian Salad
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We welcome all persons who indicate significant interest in charitable planned giving, have shown a commitment to community charitable affairs, who reside or maintain a permanent office in Lee, Charlotte, Glades, Hendry or Collier counties.  Please consider becoming a member.

The deadline for reservations is Monday,  at noon. 
If you find that you are unable to attend, please let us know by calling Barbara Higgins at 239-850-0040 to cancel anytime before 11:30 the day of the meeting.  (cancellations made less than 24 hours prior to the event are non-refundable)   Thank you.

The Planned Giving Council of Lee County has not provided you with any goods or services for your contributions unless otherwise stated. The organization is a 501(c)3 exempt public charity, tax ID no. 65-0526641