How to talk to people about wealth in ways that inspire major gifts of assets. The science and the sentences.
Wed, Sep 13
|Fox Valley Technical College
Talking about someone else’s wealth can be scary! In this presentation, Professor James walks through the step-by-step process that makes these conversations simple, easy, and stress free. You don’t need to be a gift planning expert to inspire major gifts of assets--just attend this presentation!
Time & Location
Sep 13, 2023, 7:30 AM – 11:00 AM CDT
Fox Valley Technical College, 1825 N Bluemound Dr, Appleton, WI 54914, USA
Guests
About the event
Registration for In-Person Attendance ends August 30. Registration for Virtual Attendance will be open until September 8.
Details:
Wealth is not held in cash; it’s held in other assets like stocks, bonds, real estate, and IRAs. Research shows that shifting donors to giving from their wealth (assets), rather than just from their cash (disposable income) can lead to transformational donations. But how can we actually make this happen? Talking about someone else’s wealth can be scary! In this presentation, Dr. James walks through the step-by-step process that makes these conversations simple, easy, and stress free. You don’t need to be a gift planning expert to inspire major gifts of assets. You just need to attend this presentation!
About Our Speaker:
Russell James, J.D., Ph.D., CFP® is a chaired professor in the Department of Personal Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in…