Virtual Webinar hosted by SNAP

After twenty 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.

While this event is designed for fundraising leaders, EVERY fundraiser—no matter your experience level—will gain valuable insights that will help your fundraising practice.  Attendees will find strategies helpful for giving of all types. We hope you can join us!

Date: Monday, September 8, 2025

Time: 8:30 a.m. – 9:30 a.m.

Location:   Virtual Zoom Meeting

Cost:  
AFP Cincinnati Members  – $10
Non-Members and other AFP Members  – $49

More about our Speaker:

Russell James, J.D., Ph.D., CFP® is a professor in the School of Financial Planning at Texas Tech University where he directs the 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. He is a member of the National Association of Charitable Gift Planners (CGP) Hall of Fame and an Honorary Fellow of the American College of Trust and Estates Counsel (ACTEC). 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. 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 more than 85 peer-reviewed scientific journal and law review articles. He is author of several books including The Storytelling Fundraiser, The Socratic Fundraiser, The Biblical Fundraiser, Inside the Mind of the Bequest Donor, and Visual Planned Giving. He has been quoted in a variety of news sources including The New York Times, CNN, and the Chronicle of Philanthropy and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.