The Pentera Blog
Wills That Won’t: A 30-Year National Study of Charitable Planning Additions, Deletions, and Ultimate Estate Transfers
This session reviews results from a national longitudinal study tracking charitable estate plans among older adults across many years. Participants will learn about new and emerging trends and how to best take advantage of them. In addition, this study tracks the post-mortem estate distributions for more than 12,000 decedents whose lifetime planning was tracked across many years. Learn what was really important, and what wasn’t, in generating actual dollars transferred to charity and how this information can improve your results in marketing to potential bequest donors.
Benefits of this session include:
- Insights into the latest trends in charitable estate planning
- Keys for generating actual dollars from estate distributions
- Tips to improve your marketing
You can register for the 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 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, 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. Dr. James has published research in more than 40 different peer-reviewed scientific journals and has been quoted on charitable and financial issues in a variety of news sources including The Economist, The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, and The Chronicle of Philanthropy.
