The Susquehanna Valley Council of Charitable Gift Planners offers a series of informative seminars and educational events for the planned giving professional. Meetings are generally held on the third Friday of January, March, May, July, September and November.

Upcoming Program
September 15, 2023

Save the date to join us for our September Program with renowned and engaging national speaker Dr. Russell James! If ever there was a Rock Star in our profession, Dr. Russell James is it!

How to ask for an estate gift without fear or anxiety: The science and the sentences

The idea of legacy gift fundraising makes sense. But it feels a little uncomfortable, right? So how do we actually DO this? What, specifically, do we say? In this session Professor James reviews, step-by-step, the most effective ways to ask for an estate gift for your nonprofit. Connecting experimental research and academic theory with dozens of simple, practical examples, this presentation gives you both the “Why” and the “How” of the words and phrases you will want to use.

Our Speaker:

Russell James

Russell James III, Ph.D., J.D., CFP®.
Professor, The CH Foundation Chair of Personal Financial Planning, Texas Tech University

Dr. Russell James is a professor in the Department of Personal Financial Planning at Texas Tech University, where he directs the on-campus and online graduate program in charitable financial planning. 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.

Dr. James has published research in more than 40 different peer-reviewed scientific journals and has been quoted on charitable and financial issues in a variety of news sources including The Economist, The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, and The Chronicle of Philanthropy.

8:00-8:30am: Coffee & Bagels
8:30-10am: Program
Members $15; Non-members $25

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Join us at our next meeting

November 17, 2023