Conversation & Coffee
Date: May 20, 2015 at 7:30 AM
Location: Playhouse in the Park
Topic: Wills that Won’t: Results from a 20+ year national study on when people add and remove charitable estate beneficiaries and who ultimately makes actual gifts at death.
Having the most impact in legacy fundraising means connecting with the right people at the right time. This presentation shares scientifically valid results from a large, federally-funded, national study that reveals who actually leaves charitable gifts and when they added those gifts. Equally important, you will find out when people who had charity in their estate plan dropped those gifts from their plans. Using a variety of national statistics, this presentation also reveals upcoming trends in charitable estate planning (and why some earlier predictions were massively inaccurate). Move beyond "war stories" and common practices by learning the statistical reality of what actually happens in the world of charitable estate planning.
Speaker: Russell N. James III, J.D., Ph.D., CFP®
Professor & CH Foundation Chair in Personal Financial Planning
Director of Graduate Studies in Charitable Planning
Texas Tech University
The 2015 Voices of Giving Awards event details are as follows:
Tuesday, June 16, 2015
1223 Central Parkway
Cincinnati, Ohio 45214
Cocktails and Hors d'oeuvres 5:00 pm
Awards Ceremony 6:00 pm - 7:00 pm
There is no charge for this event, but members and their guests are required to make reservations.
We hope to see you there!
Thank you to our Platinum Sponsors:
The John A. Schroth Family Charitable Trust, PNC Bank, Trustee