Putting Research to Work in Your Planned Giving Program

Before we sell planned giving to donors, we’ve got to sell it to our organization. This presentation shows how. We’ll look at real-world financial data to warm the heart of any CFO. Plus, we’ll look at the numbers that show how to get the most dollars in the door. We’ll cover the stories and the statistics that will get your leadership invested in planned giving and your donors invested in making transformational gifts.

Russell N. James III,  J.D., Ph.D., CFP is a chaired professor at Texas Tech University, where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving).  He is a member of the National Association of Charitable Gift Planners "Hall of Fame."

Full participation in this program is applicable for 1.5 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.