April 4, 2019 – Black, White and Shades of Gray: How to Avoid or Resolve Ethical Dilemmas

When:
April 4, 2019 @ 8:00 am – 9:30 am
2019-04-04T08:00:00-04:00
2019-04-04T09:30:00-04:00
Where:
The Willows on Westfield
6729 Westfield Blvd
Indianapolis
IN 46220
Contact:
Sara Nash, CAE

Ethical practice crosses disciplines in the gift planning world. Undue influence, unauthorized practice, diminished capacity, negligence in drafting agreements or in honoring donor intent are hazards for advisors and attorneys. In the session, consider how you’d respond to a variety of common ethical dilemmas before hearing from experienced panelists. 

Posted in .