Date: Wednesday, May 12, 2027
Time: 11:30am - 1pm
Location: Brio Italian Grille - International Plaza
Address: 2223 N. Westshore Blvd in Tampa (here's a map)
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"Cognitive Impairment in Elderly Donors: Identifying Issues & Applying Best Practices"
As fundraising professionals, we are on the precipice of the largest transfer of wealth in human history. While this provides an unprecedented opportunity for philanthropic giving, it also comes with increasing challenges for fundraisers, planned giving officers, professional advisors, and other staff regularly engaging with our donor population. Cognitive impairment in elderly donors is on the rise, often resulting in diagnoses of dementia or Alzheimer's Disease, which can create difficult ethical and legal issues for our professionals when discussing charitable gifts. Are you prepared for this inevitable scenario? Our session will teach attendees about the cognitive impairment in donor populations, how to identify the top signs, and applicable best practices on how best to handle these situations through an ethical and legal lens. Participants in our session will leave understanding what next steps to take when they, or their colleagues, are faced with the issue of cognitive impairment in an elderly donor.
Tony Pomonis, CFRE
Certified Fund Raising Executive
As an experienced entrepreneur and Certified Fund Raising Executive, Anthony has spent the last two-plus decades helping individuals and organizations achieve their goals. He has served as a major gift officer at the University of Illinois, the University of Illinois Foundation, and University of Central Florida, where he is currently the AVP of Transformational Giving.
Anthony graduated with his B.A. in English from the University of Illinois at Urbana-Champaign in 2002, and began a 15-year journey as an entrepreneur, opening and running no fewer than 5 regional restaurants. He served on the Regional Executive Board of Big Brothers Big Sisters, the executive board of his local Greek Orthodox Church, and the Kirby Medical Foundation Board. He currently sits on the Orthodox Christian Fellowship National Board and is an at-large board member for the Charitable Gift Planners of Central Florida.
Advance reservations are required
CGP Tampa Bay Members - Free
Guests - $45.00
Community Foundation Tampa Bay
Tampa General Hospital
SPCA Tampa Bay
TOP Jewish Foundation
USF Foundation, Office of Gift Planning
PO Box 2092St. Petersburg, FL 33731
charitablegiftplannerstampabay@gmail.com
