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Our partner, Dr. Russell James (J.D., Ph.D., CFP®), recently put together a series of video lectures covering everything there is to know about the law and tax aspects of charitable gift planning. This online course was created for fundraisers and financial advisors seeking bite sized nuggets of wisdom to expand their knowledge about charitable gift law and taxation.As a bonus for taking this course you’ll earn 13 CFRE credits!


  • Tips to provide your donors with information about giving retirement assets
  • The special types of charitable remainder trusts that exist and their tax benefits
  • Ways to use life insurance in charitable planning
  • How to calculate estate taxes
  • Best practices for income tax planning
  • And much more!

About the Instructor:

Dr. Russell James

Dr. Russell James

Russell James, J.D., Ph.D., CFP® is a professor at Texas Tech University. He directs the on-campus and online graduate program in Charitable Financial Planning and also teaches Charitable Gift Law at the Texas Tech University School of Law. He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review. While in law school he 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 the topic of charitable giving.

He worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for six years and later served as president of the college for more than five years. He had direct and supervisory responsibility for all fundraising. During his presidency, the college successfully completed two major capital campaigns, built several new debt-free buildings, and operated in the black every year after having operated in the red for 10 of the 11 previous years. Dr. James has over 100 publications in academic journals, conference proceedings, professional periodicals, and books including 20 on neuroimaging and neuroeconomics. He has been quoted in a variety of news sources including 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.