The Pentera Blog
Pentera's 2020-2021 Season Kick-Off Webinar Features Russell James Discussing Raising Major Gifts of Assets in the Aftermath of COVID-19
Pentera is pleased to kick off our 2020-2021 Webinar Series Sept. 23 with planned giving researcher Russell James presenting "Raising Major Gifts of Assets in the Aftermath of COVID-19: New Strategies for a New World."
You can register for the free Webinar here.
"The new world has brought new challenges and new opportunities," James says. "There are new laws, new economic circumstances, new attitudes, and new communication concerns."
In his presentation, James reviews the "why" and the "how" of raising major gifts of assets in this new setting. You will leave with practical examples of new conversation scripts and new planning techniques that work in today's environment. His presentation will address:
- Ten reasons to look at noncash assets.
- How to raise these assets now.
- What predicts who will donate noncash assets.
- How to talk about gifts of noncash assets.
- Specific noncash assets.
Russell James, J.D., Ph.D., CFP®, is a professor in the Department of Personal Financial Planning at Texas Tech University, where he directs the on-campus and online graduate program in charitable financial planning. He graduated cum laude from the University of Missouri School of Law and also holds a Ph.D. in consumer economics from the University of Missouri. He has published research in more than 40 different peer-reviewed scientific journals and is a well-known workshop presenter.
You can sign up for the free Webinar here.
