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Do the right thing and get caught doing it: A case study of developing cognitive impairment guidelines for advancement staff at the University of Illinois System
Journal of Education Advancement & Marketing,
7
(1),
77-85
(2022)
Abstract
We are currently witnessing the largest transfer of wealth in human history: as Baby Boomers and older Americans pass along their finances to charities and heirs, over US$35,000,000,000,000 (US$35tn) in wealth will be redistributed in the coming years. This paper is a case study that explores the increasing rates of Alzheimer’s Disease and other forms of dementia among ageing donor populations within higher education. The paper tracks the authors’ development of cognitive impairment guidelines for the advancement staff at the University of Illinois System. The case study also identifies the challenges inherent in developing and implementing fundraising guidelines in a large, decentralised system that includes three separate universities and a 501(c)(3) university foundation, each with its own development teams and leadership hierarchies.
Keywords: philanthropy; cognitive impairment; ethical fundraising; donor stewardship; decentralised system; wealth transfer
The full article is available to subscribers to the journal.
Author's Biography
Tara Adams is the Assistant Director of Advancement at the University of Illinois Urbana-Champaign for the College of Law. She has spent four years in university fundraising and seven years within higher education administration. She graduated with her BS in finance and international business from Illinois State University in 2010, her JD and EdM from the University of Illinois in 2013 and 2020, respectively, and her PhD in education policy, organisation and leadership from the University of Illinois is anticipated in 2025. Tara is the co-founder of the Cognitive Empowerment Consulting Group, LLC and serves on the auxiliary board for the Lincoln Park Zoo in Chicago, Illinois.
Anthony Pomonis is the Director of Development at the University of Illinois Foundation. As an experienced certified fundraising executive, Anthony develops strategies and initiatives that result in philanthropic support of the three universities in the Illinois System: the University of Illinois-Chicago, the University of Illinois-Springfield, and the University of Illinois Urbana-Champaign. He also executes advancement efforts for the Institute of Government and Public Affairs, and the University of Illinois Press. Anthony graduated with his BA from the University of Illinois in 2002 just finished his College for Financial Planning coursework in order to sit for the Certified Financial Planner Board’s National Exam. He is the co-founder of the Cognitive Empowerment Consulting Group, LLC and serves on the Kirby Medical Center Foundation Board in Monticello, IL.
