Workshop with Russell James III, Ph.D., J.D., CFP: Great tools for quality conversations with people about their legacies

Date: Thursday, June 21, 2018
Time: 8:30am - 3:30pm
Location: BP Energy Center
Speaker: Dr. Russell James


Workshop Overview:

People count on you to help them achieve the most they can with what they have—including through charitable giving to improve their communities—while and after they’re living.

Join the Anchorage Estate Planning Council and Association of Fundraising Professionals, AK Chapter for a day with Dr. Russell James from the Texas Tech Neuroimaging Institute—recognized nationally for ground-breaking research and teaching professionals about helping people have meaningful experiences in making legacy gifts.

Dr. Russell James

Dr. Russell James is the Director of Graduate Studies in Charitable Financial Planning at Texas Tech University. His research interest include charitable giving, charitable estate planning, and behavioral and neuro-economics. Dr. James has over 145 publications in academic journals, conference proceedings, books, and professional periodicals, most of them focusing on charitable bequest giving. Dr. James is a sought-after national speaker on deepening relationships with clients and clients on legacy planning and charitable giving.

Registration Fees

Full Day                       $175    AEPC and AFP, AK Chapter Members

                                    $225    Non-members

Lunch Only                 $35      AEPC and AFP, AK Chapter Members

                                    $45      Non-members 



8:00 a.m.

Check-In/Networking Coffee

8:30-9:45 a.m.

Words that Work: Having Conversations that Encourage Planned Giving

What words increase interest in making a bequest gift? Learn results from a series of surveys uncovering the words and phrases that work best to encourage interest in planned giving, including an overview of the neurological processes that drive charitable decision-making and how these processes link to the survey results on optimum word choice. Learn practical, scientifically-based approaches that will increase your effectiveness in communicating about planned giving.

10:00-11:30 a.m.

Top 10 Strategies for Increasing Planned Gifts . . . Straight from The Lab

Scientific results from economics, neuroscience, psychology, demographics, and other disciplines that have created the ten most important and effective strategies for increasing planned gifts. Beyond just "war stories," this presentation will give you a deep understanding of what works – and why.

12:00–1:15 p.m. Lunch-and Learn

Inside the Mind: What Motivates People to Make Planned Gifts

Reporting results from his research at the Texas Tech Neuroimaging Institute, Dr. James reveals the latest insights into how clients engage in charitable bequest decision-making. These findings come together to reveal the deep processes of donor decision-making in planned giving. Not just an academic presentation, this session presents practical, effective, and tested approaches to encourage generosity among planned giving clients.

This Lunch-and-Learn is a great opportunity to meet other professionals who work with people—as clients, donors, family members—who want to make planned gifts to nonprofit organizations.


The Hidden Code of End-of-Life Decision-Making

When it comes to making decisions involving end-of-life, people respond in unusual ways. In this presentation, Professor James brings 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.


Reception with Dr. Russell James

Enjoy a chance to relax, mingle and discuss the day’s presentations with colleagues and Dr. James.


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