Knowledge @ Noon - Wednesday, November 5, 2025
You’re in the Will! Now What? Strategies That Lead to Larger Legacy and Lifetime Gifts
November 5th, 2025, 12:00 pm - 1:15 pm
Cincinnati Public Radio OR Zoom
Register by November 4th, 2025
$25 for Non-Members --- Members are FREE!
Topic: You’re in the Will! Now What? Strategies That Lead to Larger Legacy and Lifetime Gifts
Getting new legacy pledgers or legacy society members is great. But the data show that a “count it and forget it” approach won’t work. So, what comes next? In this session, we’ll look at practical strategies that help to keep the gift plans in place. Next, we’ll see how to make the gifts dramatically larger. Finally, we’ll explore how to convert these legacy plans into lifetime gifts. Experimental research results and real-world practice point the way to a new source of fundraising success.
Presenter:
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. He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review. 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.
IN-PERSON LOCATION:
Cincinnati Public Radio
2117 Dana Ave.
Cincinnati, OH 45207
ZOOM MEETING OPTION:
Login instructions will be emailed to registrants the day prior to the event.*
*If you have registered and do not receive the link the day before the event, please contact our administrator at ADMIN@GCPGC.ORG or by phone at 513-554-3071.
Time:
12:00pm – 1:15pm
Cost:
Members – Free
Non Members – $25
Questions:
Ask Event Co-Chairs:
Denise Carl at kydcarl@gmail.com
Carol Serrone at carolserrone@gswo.org