$15 member | $25 non-member

After fifteen years in academic research (plus more than a decade in frontline planned and major gifts fundraising), Professor James brings together scientific results from economics, neuroscience, psychology, demographics, and other disciplines to present the ten most important and effective strategies for increasing fundraising success in planned gifts. Beyond just “war stories,” this presentation gives you a deep understanding of what works – and why – in effective legacy fundraising.

Russell James, J.D., Ph.D., CFP® is a professor in the School of 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 over 80 peer-reviewed scientific journal and law review articles and has been quoted on charitable and financial issues in a variety of news sources including The New York Times, The Wall Street Journal, The Washington Post, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, The Economist, Bloomberg News and the Chronicle of Philanthropy and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.