Pentera Webinar - New Results from 380 Years of National Data on Charitable Bequest Gifts

Presented by:
Russell James, J.D., Ph.D., CFP®
Professor & CH Foundation Chair in Personal Financial Planning
Director of Graduate Studies in Charitable Planning
Texas Tech University

Webinar Description:

Understanding how to be effective in legacy gift fundraising starts with reality. How are these gifts made? Who makes them and who doesn't? When do they get added or dropped? Who is your competition? Where does the money really come from? Who should I be talking to? When should I be talking with them? This presentation answers these questions by reviewing the most pleasant, and the most painful, realities of charitable estate giving across 380 years of data.

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.

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