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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

Tara Adams and Anthony Pomonis
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Tara Adams: Assistant Director of Advancement, University of Illinois College of Law, USA
Anthony Pomonis: Director of Development, University of Illinois Foundation, USA

Journal of Education Advancement & Marketing, 2022, vol. 7, issue 1, 77-85

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 (search for similar items in EconPapers)
JEL-codes: M3 (search for similar items in EconPapers)
Date: 2022
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