February 1, 2024 – Special charitable financial planning opportunities for February 2024

Special charitable financial planning opportunities for February 2024

February 1, 2024

Presented by Russell James

Special charitable financial planning opportunities for [Insert Current Month] 2024 Market fluctuations, interest rate changes, SECURE & SECURE 2.0, other new legislation — the changes never seem to stop! But with change comes opportunity. This combination of circumstances has led to some attractive opportunities for donors and clients with charitable interests. In his presentation, Dr. James reviews the strategies available to help clients take advantage of these special opportunities. Additionally, he will share his latest decision-making research results revealing the words, phrases and conversation strategies that are most effective in communicating with donors during times like these.

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.