September 15, 2020: Philanthropy Forum with Dr. Russell James

This event was held on Tuesday, September 15, 12-1:30 p.m.

Dr. Russell James presented on Special Financial Planning Opportunities. You can view a recording of the session here.

Pandemic, market fluctuations, interest rate drops, CARES Act tax law changes, SECURE Act tax law changes — the changes never seem to stop! But with change comes opportunity. This combination of circumstances has led to some attractive opportunities for clients with charitable interests. In his presentation, Dr. James reviewed the strategies available to help clients take advantage of these special one-time opportunities. Additionally, he  shared his latest decision-making research results revealing the words, phrases and conversation strategies that are most effective in communicating with donors during times like this.

Russell James, J.D., Ph.D., CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University. He holds the CH Foundation Chair in Personal Financial Planning and directs the on-campus and online graduate program in Charitable Financial Planning. Additionally, he is an adjunct professor at the Texas Tech University School of Law where he teaches Charitable Gift Planning. 

Dr. James has over 150 publications in academic journals, conference proceedings, and books. These predominantly focus on statistical analysis and experimental research related to gifts, estates, and property. He has been quoted on charitable and financial issues in a variety of news sources including 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.