Friday, February 14
After They’ve Put You in a Will
Now What? Stewardship That Moves Towards Larger Legacy and Lifetime Gifts
with Russell James
Getting new legacy pledgers or legacy society members is great. But the data show that a “count it and forget it” approach won’t work. So, what comes next? In this session, we’ll look at practical strategies that help to keep the gift plans in place. Next, we’ll see how to make the gifts dramatically larger. Finally, we’ll explore how to convert these legacy plans into lifetime gifts. Experimental research results and real-world practice point the way to a new source of fundraising success.
Agenda
7:50 AM – Log on to Zoom link
7:55 AM – Announcements and Introductions
8:05 AM – Program Begins
Our Presenter: Russell James, J.D., Ph.D., CFP® is a chaired professor in the School of Financial Planning at Texas Tech University
Russell James, J.D., Ph.D., CFP® is a chaired professor in the School of Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). He graduated from the University of Missouri School of Law where he was a member of the Missouri Law Review and received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He also holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving.
Prior to his career as an academic researcher, Dr. James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for 6 years and later served as president of the college for more than 5 years. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and more than tripled enrollment.
Dr. James has published research in more than 80 peer-reviewed scientific journal and law review articles and he has authored several books on philanthropy. He has been quoted on charitable and financial issues in a variety of news sources including The Economist, The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, Bloomberg News and the Chronicle of Philanthropy and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.
His teaching awards include the Texas Tech University Instructor of the Year (department level and school level), University of Georgia Outstanding Teacher of the Year (department level and college level), and the CASE “Stellar Speaker” designation. He is a member of the National Association of Charitable Gift Planners “Hall of Fame.”
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