How to Talk to People About Wealth in Ways That Inspire Major Gifts of Assets
Wealth is not held in cash; it's held in other assets like stocks, bonds, real estate, and IRAs. Research shows that shifting donors to giving from their wealth [assets], rather than just from their cash [disposable income] can lead to transformational donations. But how can we actually make this happen? Talking about someone else's wealth can be scary! In this presentation, Professor James walks through the step-by-step process that makes these conversations simple, easy, and stress free. You don't need to be a gift planning expert to inspire major gifts of assets. You just need to attend this presentation!
Featured Speaker
Russell James, J.D., Ph.D., CFP
Dr. James, J.D., Ph.D., CFP is a chaired 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 [planned giving]. 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 75 peer-reviewed scientific journal and law review articles. He is author of several books including The Storytelling Fundraiser, The Epic Fundraiser, The Primal Fundraiser, The Socratic Fundraiser, Inside the Mind of the Bequest Donor, and Visual Planned Giving. He 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, Bloomberg News and the Chronicle of Philanthropy and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.
Registration
Member - $25
Non-member -$60
