Planned Giving Council of Eastern Wisconsin



Stewarding Donors with Dementia

Annual joint educational program with the Association of Fundraising Professionals

May 16, 2019
Italian Conference Center

11:30 AM - 1:30 PM


Robert Hofmann, senior development officer for the University of Minnesota Duluth, will be presenting his research with his UM Duluth colleague Dr. Jolene Hyppa Martin, speech and language pathologist, on effectively and ethically stewarding donors with dementia. He will present an understanding of dementia, its growth in the aging population, how to anticipate and analyze dilemmas, and 10 key communication strategies to use with donors suffering with dementia. 


OUR PRESENTER: Robert Hofmann, MA, CFRE, Senior Development Officer, School of Fine Arts, University of Minnesota Duluth  

Robert Hofmann is a native of the Twin Cities. For the past ten years, Mr. Hofmann has worked at the University of Minnesota Duluth (UMD) as Senior Development Officer with the UMD School of Fine Arts.  At UMD he has helped to raise more than $16M for student scholarships and programs. He is one of only 5,000 worldwide Certified Fund Raising Executives (CFRE), an internationally recognized credential within the fundraising profession.

Before coming to UMD, Mr. Hofmann was involved in tall ships maritime education from 1997 through 2006 as executive director of the Providence Maritime Heritage Foundation that operated the tall ship Continental Sloop Providence. Hofmann was pivotal in spearheading the Foundations development and delivery of exceptional shipboard education programs that were recognized as a model partnership with Providence, RI Public Schools by Cambridge, MA based Abt Associates in 2002. While executive director he successfully negotiated with the Walt Disney Co. to have his vessel and crew appear in two of the Pirates of the Caribbean films.  Earlier in his career, Mr. Hofmann worked in Boston, Minneapolis and elsewhere as a professional actor appearing on stage and screen. He remains a proud member of Actors Equity Association and the Screen Actors Guild. He appeared as a guest Equity artist in Duluth Playhouse production of Good People in January of 2014. 

In the mid-90s, Mr. Hofmann worked with the City of Providence Rhode Island to promote film production and screenwriting throughout the state. He received two Mayoral Citations for his work. In 2006 he was appointed by Rhode Island Governor Donald Carcieri to serve on the Rhode Island Economic Monitoring Collaborative. He also served as a member of the RI Workforce Development/Education Council of the Greater Providence RI Chamber of Commerce.

He is a member of Rotary Club of Duluth Club #25 and the Knights of Columbus.  Mr. Hofmann is a graduate of Rhode Island College with a Masters of Arts degree, and Saint John's University of Collegeville, MN. He lives with his wife Kathleen and dog Teddy in Hermantown, MN.  


11:30 - 12:00 PM           Registration and Networking 
11:45 - 12:00 PM           Lunch Buffet
12:00 PM                       Announcements
12:15 PM                       Presentation
1:15 PM                         Q&A, Closing remarks
1:30 PM                         Adjourn


2019 Planned Giving Workshop Series

Each spring, the Planned Giving Council of Eastern Wisconsin offers a comprehensive series of planned giving workshops.

Clues and Cues - Basic Charitable Gift Planning Concepts You Can Use

If you are new to the area of gift planning or if you have some experience and would like to sharpen your skills, we encourage you to attend the Planned Giving Council’s annual Planned Giving Workshops.

Topics: This practical, interactive course will teach you everything you need to know about setting up and running a planned giving program (and then some). The topics we will cover include:

  • Understanding the basic planned giving vehicles
  • Designing policies and procedures for a successful planned giving program
  • Understanding tax concepts that are essential to gift planning
  • Identifying planned giving prospects
  • Marketing your planned giving program
  • Matching a donor with the appropriate planned giving vehicle

Workshop Information & Registration