Results From 100 Years of National Data on Charitable Bequest Gifts


Thursday, June 17
11:30 am – 1:00 pm

CFRE Credit: 1

REMO Webinar
Cost: $20/$25/$30



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 100 years of data.

Learning Outcomes

  1. Understanding the importance of wealth in modern and historical charitable bequest giving and fundraising
  2. Reviewing statistical evidence regarding the importance of age and the timing of charitable bequest giving decisions.
  3. Exploring the national statistical evidence regarding the importance of childlessness in charitable bequest giving and fundraising
  4. Understanding the stark difference between the easy things and the effective things in legacy fundraising

Our Speaker

JamesRussell 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.

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, where he had direct and supervisory responsibility for all fundraising. 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 over 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, Bloomberg News and the Chronicle of Philanthropy and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.

Event Details

Login information for this webinar will be sent via email to all registered participants. Please add the event to your calendar in the meantime.

Date: June 17, 2021

Start time: 11:30 a.m. PDT

End time: 01:00 p.m. PDT

Venue: Online Webinar