Most advice about charitable giving is built on good intentions and gut instinct. Charitable giving expert Russell James J.D., Ph.D. , built his on evidence: a national longitudinal study that tracked older adults' charitable estate plans for years — then followed through to the actual post-mortem distributions of more than 12,000 decedents. That's not a survey about intentions; it's a record of what people actually did with their estates. In this session, Russell reveals the new and emerging trends in charitable estate planning, and — more importantly — what really moved the needle on dollars transferred to charity versus what turned out not to matter at all. If you work with clients who want to leave a legacy, or your results depend on attracting bequest donors, this session replaces assumption with evidence you can act on.
Learning objectives
- Learn the new and emerging trends in charitable estate planning among older adults, based on national longitudinal data
- Discover what actually drove real charitable dollars in the largest study of its kind — and what had no effect at all
- Apply these findings to sharpen how you market to, and plan with, potential bequest donors
Russell James, J.D., Ph.D., CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University. He holds the CH Foundation Chair in Personal Financial Planning and directs the on-campus and online graduate program in Charitable Financial Planning. Additionally, he is an adjunct professor at the Texas Tech University School of Law where he teaches Charitable Gift Planning. 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 also holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving.