CCPG November Bi-Monthly Meeting
Please join us Tuesday, November 11th for the Bi-Monthly meeting.
PROGRAM INFORMATION
10:00 am Networking Coffee
Join us for coffee and a chance to meet and network with other CCPG members and guests to expand your gift planning resources.
There will be no Nuts & Bolts Session at this meeting.
10:30 am Morning Session:
TOPIC: “Wills That Won’t: What Lifetime Tracking of 10,000 Decedents Tells Us About Charitable Plan Additions, Deletions and Ultimate Transfers.”
Speaker: Professor Russell James
Professor Russell James presents results from a 20+ year national longitudinal study tracking the estate planning of older adults. Unique among research in our field, these results track changes in the plan during lifetime and connect these with actual post-mortem distributions after death. Many surprising results suggest important changes in the best strategies to effectively encourage charitable bequest giving.
11:30am: Russell Kohr Award Presentation and Lunch
12:30 pm Afternoon Session:
TOPIC: “Inside the Mind of the Planned Giving Donor: New Neuroimaging Results That Will Change Your Marketing, Communications and Conversations.”
Speaker: Professor Russell James
Professor James presents the latest findings from his work at the Texas Tech Neuroimaging Institute examining how people contemplate charitable bequest gifts. Going well beyond academic theory, this presentation provides concrete evidence of the effectiveness of specific planned giving marketing strategies, messages, and phrasing that you can immediately implement.
OUR FEATURED SPEAKER:
Russell James, J.D., Ph.D. is professor and director of graduate studies in charitable financial planning at Texas Tech University, where he holds the CH Foundation Chair in Personal Financial Planning. He teaches graduate courses in charitable planning in the Department of Personal Financial Planning and at the Texas Tech University School of Law; and he previously taught a graduate course in fMRI (functional magnetic resonance imaging) study design and analysis.
Professor James holds a J.D., cum laude, from the University of Missouri School of Law where he received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. His Ph.D. in Consumer Economics is from the University of Missouri, where his dissertation was on the topic of charitable giving. His research focuses on uncovering practical and neurocognitive methods to encourage generosity in financial decision-making.
Dr. James has over 145 publications in academic journals, conference proceedings, books, and professional periodicals. He has been quoted on financial and charitable topics in a variety of media outlets. He has spoken at national and international fundraising practitioner venues, including the National Conference on Philanthropic Planning. In addition to his work as a professor, Dr. James has previously worked as an estate planning attorney, as Director of Planned Giving for a small private college, and as a college president.
See you on November 11, 2014!
Susan Mongillo and Chuck Van Hecke, Program Committee Co-Chairs
Register Now!Cancellation Policy: If you make a reservation and are unable to attend the program, please call 847-251-1400 to cancel your reservation. Reservations not canceled the day prior to the event will be billed for the full cost of the event.