Download our eBook to learn what a smart marketer can do to keep planned gifts flowing, even when wills and trusts are on the decline.
What you will learn:
- Why beneficiary designations and trusts are becoming more and more popular and how to use it to your advantage
- Why charitable bequests have flat-lined since 2000 and what that means for your organization
- Top predictors of adding and dropping a charitable plan
- Which key demographics to focus your marketing efforts on
- Effective strategies for maximizing legacy gift bequests
About the author:
Dr. Russell James
J.D., Ph.D., CFP®
Texas Tech University
Dr. Russell James has revolutionized the way nonprofits approach marketing planned gifts. Using the latest scientific technology, Dr. James researches brain activity in fundraising prospects – specifically the prospects’ brain activity when they are solicited for traditional gifts vs. planned gifts. Download to learn why traditional fundraising approaches backfire when marketing planned gifts, and how you can use this information to find more planned gifts today.
About Russell James, Ph.D.
Russell James, J.D., Ph.D., CFP® is an associate professor and the director of the on-campus and online graduate program in Charitable Financial Planning at Texas Tech University. 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 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, Moberly, Missouri for six years and later served as president of the college for more than five years, where 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. His current research includes a focus on using neuroimaging to better understand philanthropic decision-making.
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