March 21, 2024 – Navigating Challenges in Charitable Planning for Aging Donors

March 21, 2024 @ 11:30 am – 1:00 pm
The Harbert Center
2019 Fourth Avenue North
AL 35203
Crystal Bowles

March 21, 2024

Navigating Challenges in Charitable Planning for Aging Donors

Presented by Daniel Marson, Ph.D., J.D.

Join us for our March 21 meeting with Dr. Daniel Marson, Ph.D., J.D. As we delve into the nuances of charitable planning for aging donors, Dr. Marson will cover important topics like – Capacity in an Aging Society – Cognitive Disorders – Possible Responses to Declining Donative and Financial Capacity in Elderly Donors. Additionally, he’ll present a compelling forensic case example involving litigation with a charitable organization. Don’t miss this insightful session where we navigate the challenges of charitable planning for our aging donor community.


Daniel Marson, Ph.D., J.D., is a retired clinical neuropsychologist, attorney (Alabama), and Emeritus Professor in the Department of Neurology at the University of Alabama at Birmingham (UAB). Dr. Marson directed the Department’s Division of Neuropsychology and the UAB Alzheimer’s Disease Center. His extensive experience includes lecturing nationally on competency, medical-legal, and ethical issues in dementia and other neurocognitive disorders. Dr. Marson’s contributions extend to over 150 scientific papers, handbooks, book chapters, and editorials. Notably, his work on financial capacity in older adults has garnered attention from publications such as the New York Times, USA Today, BBC, Kiplinger Report, Barron’s, and NPR. As a past president and fellow of the National Academy of Neuropsychology (NAN), Dr. Marson brings a wealth of knowledge and practical insights to our community. In his forensic private practice, Dr. Marson served as an expert witness in civil and criminal courts. On a personal note, he is a diatonic harmonica player and a lover of blues, jazz, and folk music, having recorded a CD and published in the jazz magazine Downbeat.


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