These slides are taken from the graduate financial planning course "Introduction to Charitable Planning" at Texas Tech University. Details at www.EncourageGenerosity.com
A guide to understanding charitable giving and charitable bequest giving using neuroimaging with practical examples of applications to planned gift marketing
The Statistics & Psychology of Baby Boomer Lifetime & Legacy GivingRussell James
In this irreverent and entertaining slide deck, Dr. James reviews nationally representative data on Baby Boomers and their lifetime and legacy donations. Beyond simple statistics, this session demonstrates how these demographic realities should change how and when you communicate fundraising information to Boomers. If you want a slide deck based on hard data that goes beyond "just so" stories with obligatory pictures of Woodstock, Vietnam, and Neil Armstrong - then this is the place for you!
A quick summary of the book, Inside the Mind of the Bequest Donor, reviewing results from neuroimaging and experimental psychology and how they impact planned gift marketing
Why cash is not king in fundraising: Results from 1 million nonprofit tax ret...Russell James
This research tracks the fundraising growth of hundreds of thousands of nonprofit organizations from 2010 through 2016 to identify what predicts current and long-term fundraising growth. A key predictor is whether the nonprofit effectively pursues gifts of assets (e.g., stocks, bonds, real estate) rather than gifts of cash. This presentation reviews these comprehensive results, investigates the psychological and practical aspects of why gifts of assets are so critical for high-growth fundraising, and discusses strategies for effectively pursuing these important gifts.
A guide to understanding charitable giving and charitable bequest giving using neuroimaging with practical examples of applications to planned gift marketing
The Statistics & Psychology of Baby Boomer Lifetime & Legacy GivingRussell James
In this irreverent and entertaining slide deck, Dr. James reviews nationally representative data on Baby Boomers and their lifetime and legacy donations. Beyond simple statistics, this session demonstrates how these demographic realities should change how and when you communicate fundraising information to Boomers. If you want a slide deck based on hard data that goes beyond "just so" stories with obligatory pictures of Woodstock, Vietnam, and Neil Armstrong - then this is the place for you!
A quick summary of the book, Inside the Mind of the Bequest Donor, reviewing results from neuroimaging and experimental psychology and how they impact planned gift marketing
Why cash is not king in fundraising: Results from 1 million nonprofit tax ret...Russell James
This research tracks the fundraising growth of hundreds of thousands of nonprofit organizations from 2010 through 2016 to identify what predicts current and long-term fundraising growth. A key predictor is whether the nonprofit effectively pursues gifts of assets (e.g., stocks, bonds, real estate) rather than gifts of cash. This presentation reviews these comprehensive results, investigates the psychological and practical aspects of why gifts of assets are so critical for high-growth fundraising, and discusses strategies for effectively pursuing these important gifts.
These slides are taken from the graduate financial planning course "Introduction to Charitable Planning" at Texas Tech University. Details at www.EncourageGenerosity.com
Top 10 legacy fundraising strategies from scientific research: National data ...Russell James
After fifteen 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.
Top 10 charitable planning strategies for financial advisors under the new ta...Russell James
This presentation gives the top approaches to helping your clients and growing your practice using charitable planning with special tips related to the new tax law. Participants will learn how to provide tremendous benefit to clients, while improving their own assets under management, with charitable planning. Topics include gifts from retirement plans, gifts of appreciated assets, the use of private foundations, and life insurance.
Report of recent fMRI findings on brain activations associated with charitable estate planning decision making and potential implications for fundraisers
Gifts of Remainder Interests in Homes and FarmsRussell James
These slides are taken from the graduate financial planning course "Introduction to Charitable Planning" at Texas Tech University. Details at www.EncourageGenerosity.com
These slides are taken from the graduate financial planning course "Introduction to Charitable Planning" at Texas Tech University. Details at www.EncourageGenerosity.com
Top 10 legacy fundraising strategies from scientific research: National data ...Russell James
After fifteen 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.
Top 10 charitable planning strategies for financial advisors under the new ta...Russell James
This presentation gives the top approaches to helping your clients and growing your practice using charitable planning with special tips related to the new tax law. Participants will learn how to provide tremendous benefit to clients, while improving their own assets under management, with charitable planning. Topics include gifts from retirement plans, gifts of appreciated assets, the use of private foundations, and life insurance.
Report of recent fMRI findings on brain activations associated with charitable estate planning decision making and potential implications for fundraisers
Gifts of Remainder Interests in Homes and FarmsRussell James
These slides are taken from the graduate financial planning course "Introduction to Charitable Planning" at Texas Tech University. Details at www.EncourageGenerosity.com
These slides are taken from the graduate financial planning course "Introduction to Charitable Planning" at Texas Tech University. Details at www.EncourageGenerosity.com
For most nonprofits, planning for their future isn't the first thing on their minds. That's why the California Community Foundation in Los Angeles developed the Planned Giving Toolkit to assist nonprofits expand their fundraising horizons and better prepare for their future.
This is the presentation that accompanied a series of free workshops CCF held across the county to help nonprofits implement planned giving programs. This presentation can be used by any nonprofit to present to their boardmembers, donors, and others who would be interested in being leaving planned gifts.
Dan Harris of Wells Fargo Charitable Services presents his ideas on simplifying planned giving in this Minnesota Community Foundation and Saint Paul Foundation webinar.
2014 銀浪新創力國際週 國際論壇
「自助互助式會員網絡,在地安老沒煩惱」--創新服務模式開發:美國Beacon Hill Village執行董事Laura Connors
The keynote presentation delivered by Ms. Laura Connors, Executive Director of Beacon Hill Village at the International Forum, Aging Innovation Week on Nov. 17, 2014. Taipei, Taiwan
Learning and Development: Preventing Generational Poverty | Economic opportun...angela_silveira
The persistence of poverty in America and the dramatic increase of economic inequality in recent decades have garnered growing public awareness. Isn't the United States at least a land of economic opportunity, in which those who start lower on the economic ladder have a reasonable expectation that they, or their children, might advance into the middle class? Or are we at risk of being a caste society, in which multiple generations are trapped in a cycle of relative deprivation, while others inherit the security of a “gilded” lifestyle?
Important recent research by social scientists has shown that intergenerational economic mobility in the United States is low compared with many other wealthy countries, and that opportunity is unevenly distributed across the country. In this presentation, Professor Sundstrom will summarize some of these findings, including what they have to say about opportunity in the Silicon Valley region. He will provide an overview of the potential causes of intergenerational persistence in income status, and the implications for community and policy strategies for increasing opportunity.
This presentation offers insight on how to build health equity.
Dr. Cory Neudorf
CMHO, Saskatoon Health Region
Assistant Professor at the University of Saskatoon
This webinar will be examining diabetes hospitalization rates among US and Foreign-Born Hispanics/Latin@s in California. Using the Social Determinants of Health framework, we will be exploring potential contributing factors to these hospitalization rates. Lastly, we will demonstrate (live) how to access and map related health data of other communities of interest on HealthyCity.org.
(HEPE) Introduction To Health Disparities 1antz505
Many youth leaders are compelled to do work with community based non-profit and local public health agencies as both a service learning and philanthropic component in their development as young professionals. However, despite invaluable experiential learning, students often don\'t comprehend key overarching issues such as health disparities, social determinants of health, health policy and community organizing. To address this gap and optimize their community based work, the Health Disparities Student Collaborative (HDSC), a Boston-based student group under Critical MASS for eliminating health disparities and the Center for Community Health Education Research and Service Inc. (CCHERS), developed a curriculum for students designed to broaden their perspectives while working with local public health, non-profit/community organizations and to develop their interest and ability to visualize the power of their collective voice as students and contributors to social justice work. The curriculum utilizes peer education and webinar software and covers three main topics: Current State of Health Disparities, Social Determinants of Health, and Youth Activism on Health Disparities/Social Determinants of Health. HDSC has collaborated with local partners CCHERS/Critical MASS and the Community Based Public Health Caucus (CBPHC) Youth Council to develop this comprehensive “Health Equality Peer Education” training.
An overview of private foundations (non-operating) for the financial advisor, planned giving officer, or philanthropist interested in learning about the legal and tax structure.
Using Life Insurance in Charitable PlanningRussell James
These slides are taken from the graduate financial planning course "Introduction to Charitable Planning" at Texas Tech University. Details at www.EncourageGenerosity.com
These slides are taken from the graduate financial planning course "Introduction to Charitable Planning" at Texas Tech University. Details at www.EncourageGenerosity.com
In the Adani-Hindenburg case, what is SEBI investigating.pptxAdani case
Adani SEBI investigation revealed that the latter had sought information from five foreign jurisdictions concerning the holdings of the firm’s foreign portfolio investors (FPIs) in relation to the alleged violations of the MPS Regulations. Nevertheless, the economic interest of the twelve FPIs based in tax haven jurisdictions still needs to be determined. The Adani Group firms classed these FPIs as public shareholders. According to Hindenburg, FPIs were used to get around regulatory standards.
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As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
Recruiting in the Digital Age: A Social Media MasterclassLuanWise
In this masterclass, presented at the Global HR Summit on 5th June 2024, Luan Wise explored the essential features of social media platforms that support talent acquisition, including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok.
Implicitly or explicitly all competing businesses employ a strategy to select a mix
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The 10 Most Influential Leaders Guiding Corporate Evolution, 2024.pdfthesiliconleaders
In the recent edition, The 10 Most Influential Leaders Guiding Corporate Evolution, 2024, The Silicon Leaders magazine gladly features Dejan Štancer, President of the Global Chamber of Business Leaders (GCBL), along with other leaders.
Taurus Zodiac Sign: Unveiling the Traits, Dates, and Horoscope Insights of th...my Pandit
Dive into the steadfast world of the Taurus Zodiac Sign. Discover the grounded, stable, and logical nature of Taurus individuals, and explore their key personality traits, important dates, and horoscope insights. Learn how the determination and patience of the Taurus sign make them the rock-steady achievers and anchors of the zodiac.
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2. What do we know about who makes charitable plans and charitable bequests? Dr. Russell James Texas Tech University
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5. New Questions Changes Not just who has charitable plans but when do they add and drop them Intentions v. Outcomes Did during life plans result in after death distributions
16. Can that be right? Maybe a lot of donors will eventually get around to making a charitable plan? Will donors ever get around to making a charitable plan?
17. Projecting based on age, gender and mortality or tracking actual post-death distributions 88%-90% of donors ($500+/year) over age 50 will die with no charitable estate plan.
18. You mean 90% of our donors will die without leaving a gift? You mean we could generate 9 times more estate gifts from our current donors?
19. Among donors ($500+) over 50 with an estate plan, what is the single most significant factor associated with having a charitable estate plan? Age? Education? Wealth? Income?
21. Regression: Compare only otherwise identical people Example: The effect of differences in education among those making the same income, with the same wealth, same family structure, etc.
22. Likelihood of having a charitable plan(comparing otherwise identical individuals) Graduate degree (v. high school) +4.2 % points Gives $500+ per year to charity +3.1 % points Volunteers regularly +2.0 % points College degree (v. high school) +1.7 % points Has been diagnosed with a stroke +1.7 % points Is ten years older +1.2 % points Has been diagnosed with cancer +0.8 % points Is married (v. unmarried) +0.7 % points Diagnosed with a heart condition +0.4 % points Attends church 1+ times per month +0.2 % points Has $1,000,000 more in assets +0.1 % points Has $100,000 per year more income not significant Is male (v. female) not significant Has only children (v. no offspring) -2.8 % points Has grandchildren (v. no offspring) -10.5 % points
24. From an Australian study by Christopher Baker including 1729 wills: “Australian will-makers without surviving children are ten times more likely to make a charitable gift from their estate”
25. How did giving during life compare with post death transfers? $ $ $ $
29. Factors that triggered dropping the charitable plan 1. Becoming a grandparent 0.7226* (0.2997) 2. Becoming a parent 0.6111†(0.3200) 3. Stopping current charitable giving 0.1198* (0.0934) 4. A drop in self-rated health 0.0768†(0.0461) Some factors that didn’t seem to matter: Change in income Change in assets Change in marital status *Fixed effects analysis including 1,306 people who reported a charitable plan and later reported no charitable plan. Coefficients show relative magnitude of factors.
31. Factors that triggered adding a new charitable plan Starting to make charitable gifts .1531† (.0882) An improvement in self-reported health .0927* (0.0446) A $100k increase in assets .0061** (.0023) One factor dramatically reduced the likelihood that a new charitable plan would be added: The addition of the first grandchild -.4641† (.2732)
32. How often did planned bequests produce a post-death gift? Yes! No. Yes! Yes!
33. How often did planned bequests produce a post-death gift? Yes! 40.9% 59.1% Yes! No.
34. How often did planned bequests produce a post-death gift? 71.5% surviving spouse No. Yes! No surviving spouse 49.4% No. Yes!
41. Regression: Compare only otherwise identical people Example: The effect of differences in trusts among those with same education, income, wealth, family structure, etc.
52. Ireland population pyramid, 2001 Without the large post-war baby boom, expect less rapid growth in older ages Growth will come primarily due to improved longevity
53. Projecting future bequest giving Frequency of future bequest gifts Change in population Change in tendency to make bequest gifts
54. Do the boomers give differently? After controlling for wealth and income, the baby boom cohort gave at a significantly lower rate during middle age than the pre-war cohort did (Wilhelm, Rooney, and Tempel, 2008). Will boomers also be less charitable in estate giving?
60. Increases in charitable planning are driven by increases in childlessness and education Time trend disappears when including childlessness and education Time trend exists Probit analysis of all respondents age 55-65 in 1996-2006 HRS. Outcome variable is the presence of charitable estate planning.
61. Basic relationship This suggests that the overall trend of increased charitable estate planning may have been driven, in large part, by changes in childlessness and education. Such a relationship has important implications for predicting charitable estate planning levels in the future.
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72. For the audio lecture accompanying this slide set, go to EncourageGenerosity.com
73. Think you understand it? Prove it! Click here to go to EncourageGenerosity.com and take the free quiz on this slide set. (Instantly graded with in depth explanations and a certificate of completion score report.)
74. Graduate Studies in Charitable Financial Planning at Texas Tech University This slide set is from the introductory curriculum for the Graduate Certificate in Charitable Financial Planning at Texas Tech University, home to the nation’s largest graduate program in personal financial planning. To find out more about the online Graduate Certificate in Charitable Financial Planning go to www.EncourageGenerosity.com To find out more about the M.S. or Ph.D. in personal financial planning at Texas Tech University, go to www.depts.ttu.edu/pfp/
75. About the Author Russell James, J.D., Ph.D., CFP®is an Associate Professor and the Director of Graduate Studies in Charitable Planning in the Division of Personal Financial Planning at Texas Tech University. He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review. While in law school he received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning and the American Jurisprudence Award for Most Outstanding Work in Federal Income Taxation. After graduation, he worked as the Director of Planned Giving for Central Christian College, Moberly, Missouri for six years and also built a successful law practice limited to estate and gift planning. He later served as president of the college for more than five years, where he had direct and supervisory responsibility for all fundraising. Dr. James received his Ph.D. in Consumer & Family Economics from the University of Missouri where his dissertation was on the topic of charitable giving. Dr. James has over 100 publications in print or in press in academic journals, conference proceedings, professional periodicals, and books. He writes regularly for Advancing Philanthropy, the magazine of the Association of Fundraising Professionals. He has presented his research in the U.S. and across the world including as an invited speaker in Ireland, Scotland, England, The Netherlands, Spain, Germany, and South Korea. (click here for complete CV) Me (about 5 years ago) Lecturing in Germany. 75 extra students showed up. I thought it was for me until I found out there was free beer afterwards. At Giving Korea 2010. I didn’t notice until later the projector was shining on my head (inter-cultural height problems).