Wednesday, September 14, 2022

The Hidden Code of End-of-Life Decisions: What legacy fundraising can learn from decision-making in life insurance, annuities, estate planning, and healthcare

In this presentation, Russell James will bring together scientific and demographic research from a range of end-of-life decisions to uncover remarkably consistent principles of what works in persuasive communication. Understanding this “hidden code” will change the way you think, and talk, about legacy giving and planned giving.

Russell James

Speaker: Russell James III, J.D., Ph.D., CFP, Chaired Professor at Texas Tech University
Speaker Bio: Russell James III, J.D., Ph.D., CFP, is a chaired professor at Texas Tech University, where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). He is a member of the National Association of Charitable Gift Planners “Hall of Fame.”

Full participation in this program is applicable for 1.5 points in Category 1.B - Education of the CFRE International application for initial certification and/or recertification.

This presentation aligns with NACGP’s National Standards for Gift Planning Success Standard 13: All donors and prospects are offered timely, accurate gift planning information to ethically maximize the donor’s charitable impact and personal benefit.

 

Benefit of Membership:

This virtual session is complimentary for members of the National Capital Gift Planning Council* and $25 for non-members. Being a member of the National Association of Charitable Gift Planners (CGP) does not qualify for complimentary registration.

If you are not a member of NCGPC and you inadvertently register as one, you will not be provided the Zoom link. If you are unsure of your membership status, please contact us – or better yet, consider joining/renewing! Your membership pays for itself if you attend only the six virtual monthly programs.

Registration closes Monday, September 12, 2022, at 5:00 pm ET.

 

Closed Captioning:

Real-time transcription of speech will be provided through Zoom’s automatic captioning feature.