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August 26
9:30 a.m.-10:30 a.m.
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DEEP Dive Session - Part 1
You're in the Will. Now What? Messages that expand legacy fundraising success into major and annual giving growth
This session will explore key trends in funding, including what younger donors in the 25–45-year age will be seeking and how innovation is needed to unlock the growing Donor Advised Fund opportunity. It will talk about trends with wealth advisors and how to work with them to get their clients to be more generous to your organization.
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Russell James III, J.D., Ph.D., CFP
Director of Graduate Studies in Charitable Planning, Professor & CH Foundation Chair in Personal Financial Planning Texas Tech University
Russell James, J.D., Ph.D., CFP® is a professor in the School of Financial Planning at Texas Tech University where he directs the 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. He is as an Honorary Fellow of the American College of Trust and Estates Counsel (ACTEC) and a member of the National Association of Charitable Gift Planners Hall of Fame.
Prior to his career as an academic researcher, Dr. James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for 6 years and later served as president of the college for more than 5 years. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and more than tripled enrollment.
Dr. James has published research in more than 80 peer-reviewed scientific journal and law review articles. He is author of several books including The Storytelling Fundraiser, The Socratic Fundraiser, The Biblical Fundraiser, Inside the Mind of the Bequest Donor, and Visual Planned Giving. He has been quoted in a variety of news sources including The New York Times, CNN, and the Chronicle of Philanthropy and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.
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