Ethical Fundraising: Navigating Consent, Age, and Vulnerable Donors
Presenters: Tina Tehranchian, C.M.
CFP®, CLU®, CHFC®, CIM®, MFA-PTM (Philanthropy)
Senior Wealth Advisor, CI Assante Wealth Management Ltd. and Planned Giving Consultant, Donor Motivation Program
Jennifer Bisch, Associate Lawyer, Tradition Law LLP
Kathleen MacPherson, Chief Development Officer, United Way of Calgary and Area
Moderator: Danisha Bhaloo-Shivji, Director of Corporate Partnerships and Engagement, United Way of Calgary and Area
Join us for a powerful conversation on navigating one of philanthropy’s most sensitive topics — how to ethically work with vulnerable donors.
Our expert panel will explore:
- Vulnerability & Red Flags: It’s not just about age — learn to spot signs of confusion or undue influence.
- Consent & Capacity: When a signature isn’t enough — ensuring decisions are informed, voluntary, and documented.
- Bringing Others In: How to involve family or Powers of Attorney without overriding donor wishes.
- Ethical & Legal Safeguards: Protecting donor intent and your organization’s reputation.
This session will combine real-world examples, practical strategies, and audience Q&A to help advisors, fundraisers, and donor managers navigate these challenging situations with confidence and compassion.
Originally broadcast on May 27, 2026
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