Date: Wednesday, May 5, 2027
Time: 11:30am - 1pm
11:30 a.m. Networking
Noon Program and Lunch
Location: Brio Italian Grille - International Plaza
Address: 2223 N. Westshore Blvd in Tampa (here's a map)
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What words increase interest in making a bequest gift? What job titles work best for donors? How should you describe a complex gift to generate the most interest? This presentation shares results from a series of surveys uncovering the words and phrases that work best to encourage interest in planned giving. Dr. James begins with an overview of the neurological processes that drive charitable decision-making and explains 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.
Russell James, J.D., Ph.D., CFP
After more than thirty years spent as a planned giving fundraiser, an estate planning attorney in private practice, a major gifts fundraiser/college president, and now as a university professor researching charitable giving and fundraising, Dr. James focus is to make and share words, pictures, and discoveries that help others to encourage generosity.
His research has been cited in outlets such as The Economist, The Wall Street Journal, The New York Times, U.S. News & World Reports, CNN, NBC News, Bloomberg News, ABC News, USA Today, and The Chronicle of Philanthropy. His research methodologies include econometric analysis of large datasets, functional magnetic resonance imaging (neuroimaging), skin conductance response, and online and in-person experiments.
His teaching includes classroom and online graduate instruction, webinars, seminars, educational videos, and keynote presentations at national conferences for fundraisers, financial planners, and estate planners.
His publications have appeared in more than forty different academic journals including Cognitive Neuroscience, Environment & Behavior, Applied Economics, Applied Economics Letters, American Journal of Economics & Sociology, Social Indicators Research, American Review of Public Administration, Nonprofit and Voluntary Sector Quarterly, Nonprofit Management and Leadership, International Journal of Nonprofit & Voluntary Sector Management, Voluntas-International Journal of Voluntary & Nonprofit Organizations, Journal of Financial Counseling & Planning, Financial Services Review, Journal of Personal Finance, Journal for Financial Planning, Journal of Financial Therapy, Ageing & Society, Educational Gerontology, International Journal of Consumer Studies, Journal of Consumer Affairs, Review of Religious Research, The Geneva Papers on Risk & Insurance, Estate Planning & Community Property Law Journal, and UC-Davis Law Review.
Advance reservations are required
CGP Tampa Bay Members - Free
Guests - $45.00
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ANNUAL SPONSORS:
Community Foundation Tampa Bay
Tampa General Hospital Foundation
USF Foundation, Office of Gift Planning
PNC Institutional Asset Management
Shriners Children's Office of Philanthropy
