Menu
Log in

The mission of Charitable Gift Planners of Tampa Bay (formally the Partnership for Philanthropic Planning of Tampa Bay) is to foster awareness and to provide an effective forum for education, communication, networking and collaboration for our gift planning community.

Log in

September 19th - Top 10 Fundraising Legacy Strategies

  • September 19, 2018
  • 11:30 AM - 1:00 PM
  • Holiday Inn St. Petersburg N - Clearwater, 3535 Ulmerton Road, Clearwater FL 33762

Registration

  • Leave a Legacy Program Scholarship offered to those Nonprofit Organizations with an operating budget less than $500,000 and paid staff of less than 5. Available to the first 20 people.

Registration is closed

Top 10 Fundraising Legacy strategies

presented by Russell N. James III, J.D., Ph.D., CFP

SEPTEMBER 19, 2018
11:30 am: Professional Networking
Noon – 1:00 pm: Program & Lun
ch

After 15 years in academic research (plus more than a decade in frontline planned and major gifts fundraising), Professor James brings together scientific results from economics, neuroscience, psychology, demographics and other disciplines to present the ten most important and effective strategies for increasing fundraising success in planned gifts.  Beyond just "war stories," this presentation gives you a deep understanding of what works - and why - in effective legacy fundraising.    

SPONSOR:

LOCATION:

Holiday Inn St. Petersburg/Clearwater MAP
3535 Ulmerton Road
Clearwater, FL 33762

MEETING FEE:

$25.00 Members

$30.00 Guests

Payments may be paid in advance or at the door.  No shows will be billed.

ANNUAL SPONSORS:

American Cancer Society

BayCare Mease Countryside, Mease Dunedin, Morton Plant Hospitals

Community Foundation of Tampa Bay

John Hopkins All Children’s Hospital Foundation

Johnson, Pope, Bokor, Ruppel & Burns, LLP

Saint Leo University

USF Foundation, Office of Gift Planning

Wells Fargo Private Bank

speaker bio:

Russell James, J.D., Ph.D., CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University.  He directs the on-campus and online graduate program in Charitable Financial Planning (planned giving).  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. 


Prior to his career as an academic researcher, Dr. James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for 6 years and later served as president of the college for more than 5 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 more than tripled residential enrollment.


Dr. James has published research in over 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, Bloomberg News and the Chronicle of Philanthropy and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.

Charitable Gift Planners of Tampa Bay

PO Box 2092
St. Petersburg, FL 33731

admin@ppptampabay.org

Powered by Wild Apricot Membership Software