Half Day Conference on Planned Giving

October 6, 2021 @ 9:30 am – 12:00 pm
Half Day Conference on Planned Giving
Presented by the Charitable Gift Planners of Central Ohio

Join us for a very special half day virtual program with
nationally-recognized presenter and thought-leader
Russell James, J.D., Ph.D., CFP
Professor of Charitable Financial Planning at Texas Tech University

Wednesday, October 6, 2021
9:30 AM Welcome and Introductions
9:45-10:45 AM Education Session 1
10:45–11:00 AM Brief break
11:00 AM – Noon Education Session 2
 Sessions are Virtual

Zoom link will be sent prior to the conference

Education Session Details

Russell James, J.D., Ph.D., CFP

The hidden code of end-of-life decisions:
What legacy fundraising can learn from decision-making in life insurance, annuities, estate planning, and healthcare.SESSION 2
Raising major gifts of assets in the aftermath of COVID-19:
New strategies for a new world.
About our Presenter

Russell James, J.D., Ph.D., CFP® is a professor at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning and also teaches Charitable Gift Law at the Texas Tech University School of Law. He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review. While in law school he received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on the topic of charitable giving. He worked as the Director of Planned Giving for Central Christian College, Moberly, Missouri for six years and later served as president of the college for more than five 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 operated in the black every year after having operated in the red for 10 of the 11 previous years.
Dr. James has over 100 publications in academic journals, conference proceedings, professional periodicals, and books including 20 on neuroimaging and neuroeconomics. He has been quoted in a variety of news sources including 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.

Registration Fees
CGPCO/Charitable Gift Planners of Central Ohio Members No Charge
Central Ohio AFP Members Free
Other Charitable Gift Planners Councils $10
Other Guests $25
Sponsors No Charge
Posted in .