Words That Work: Phrases that Encourage Planned Giving

phrases that encourage planned giving

What if you knew exactly which words will inspire your donors to give?

Now you can find out – with our free on-demand webinar featuring Dr. Russell James J.D., Ph.D., CFP®.

During the webinar you’ll learn:

  • Which types of donor stories will elicit the most favorable response from your planned giving prospects
  • Which donor demographic is more responsive to bequest giving marketing
  • Which words you should avoid to maximize legacy gift disclosures
  • The right way to talk about the benefits of planned giving
  • The motivational effects of tax benefits on charitable interest
  • If tribute bequests work better or worse for different types of organizations
  • If people are more responsive to leaving a percentage of the estate, or an unspecified sum

Access the webinar by completing the form to your right.

About the Presenter:

Dr Russell James
About 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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