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Additional Upcoming Events

Centering Youth and Uplifting Youth Voices in Our Work – Authentic Engagement
Thu, 13 May 2021
10:00 AM - 12:00 PM

Financial Oversight for Board Members with Alberto Granados
Tue, 18 May 2021
11:00 AM - 12:30 PM

Executive Director Learning Circle - Funder Panel
Thu, 20 May 2021
8:30 AM - 10:30 AM

NMPGRT - Vulnerable Donors and Issues of Diminished Capacity
Thu, 27 May 2021
11:30 AM - 1:30 PM

More Trees in Santa Fe!
Thu, 27 May 2021
1:00 PM - 2:00 PM


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Event Details
NMPGRT - Vulnerable Donors and Issues of Diminished Capacity
New Mexico Planned Giving Roundtable

Thursday, May 27, 2021 11:30 AM - 1:30 PM


A panel discussion with Jacqueline Berg, Attorney, John Macukas, and Mary Macukas

As fundraising professionals, we understand that high ethical standards are essential to us and our organizations. Sometimes, we find ourselves faced with situations that make us question the best course of action for ourselves as professionals, as well as for the donor and our charitable organization. These situations may involve a donor's diminished capacity, undue influence and conflicts of interest. Unfortunately, organizations can find themselves at risk of litigation, negative press, loss of reputation or worse in the absence of awareness of warning signs of cognitive impairment and have policies/procedures in place. Join us as we explore the scenarios and how to protect everyone involved.

Copy and paste this zoomlink in your calendar to join, registration is not required. 
Meeting ID: 885 5073 5011            Passcode: PGRT
Or dial 1-929-205-6099               Meeting ID 88550735011

Fees: No cost.
Contact: ycruz@santafecf.org
Calendar: Nonprofit Events and Technical Assistance
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