Pentera Webinar - Raising Major Gifts of Assets in the Aftermath of COVID-19: New Strategies for a New World

Presented by:
Russell James, J.D., Ph.D., CFP®
Professor, The CH Foundation Chair of Personal Financial Planning
Texas Tech University

Webinar Description:

The new world has brought new challenges and new opportunities. There are new laws, new economic circumstances, new attitudes, and new communication concerns. In this presentation, Dr. James reviews the "why" and the "how" of raising major gifts of assets in this setting. You will leave with practical examples of new conversation scripts and new planning techniques that work in today's environment.

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.

Fill out the form below to view this webinar.