News From The Ivory Tower: New Research Impacting Gift Planning

phrases that encourage planned giving

Want to stay current on all the latest research related to planned giving?

Gain access the MarketSmart free webinar on demand featuring Dr. Russell James J.D., Ph.D., CFP® by completing our form to the right.

During this webinar you’ll learn:

  • The latest demographic trends from data released showing who makes plans, when the plans are added and dropped, and who ultimately transfers dollars at death.
  • Which words you should avoid to maximize legacy gift disclosures.
  • Which types of donor stories elicit the most favorable responses from planned giving prospects.
  • Latest neuroimaging data showing how different marketing messages influence planned giving decisions.

Get access to this webinar on demand by completing the form to your right!

About the Presenter:

Dr Russell James

Dr. Russell James, Ph.D.

Russell James, J.D., Ph.D., CFP® is a professor at Texas Tech University where 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 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.


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