The Pentera Blog
Webinar 9/16: Russell James, J.D., Ph.D., CFP®, “Ten Moves That Lead to Transformational Gifts: Research and Real-World Practice”
Big gifts are different. The messaging, structures, and psychology change when we move from pocket-change decisions to major life investments. In this fast-moving session, Professor James covers the key practices that reliably secure transformational gifts. Find the right audience. Walk alongside donors as a philanthropic wealth advisor (not a salesperson). Shift conversations from cash to assets. Anchor everything in donor identity and life story. And, most important, deliver donor joy. You’ll learn how to surface meaningful projects, help donors see their financial abundance, build supportive peer communities, and design gifts that create enduring impact and a richer life experience. We’ll connect neuroscience, behavioral evidence, and national data to field-tested sentences, questions, and steps you can use immediately on your next visit.
You will learn:
- Ways to secure transformational gifts.
- The importance of shifting conversations from cash to assets.
- How to design gifts that create enduring impact and deliver donor joy.
- Field-tested questions, sentences, and steps you can use on your next visit.
Register for this 1 p.m. ET webinar here.
Pricing:
*Free—Pentera is here for everyone as a resource in these challenging times; and in support of our planned giving community, we will continue to offer our webinars as a free service.
About the Presenter:
Russell James, J.D., Ph.D., CFP®, is a university distinguished professor at Texas Tech University in the School of Financial Planning, where he directs the graduate program in Charitable Financial Planning (planned giving). He graduated from the University of Missouri School of Law, where he was a member of the Missouri Law Review and 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 charitable giving. He worked for many years as an estate-planning attorney and fundraiser in planned and major gifts. He is a member of the National Association of Charitable Gift Planners (CGP) Hall of Fame and an honorary fellow of the American College of Trust and Estates Counsel (ACTEC). Dr. James shares all his books, slides, and videos for free at EncourageGenerosity.com
