Advancement - Planned Giving Best Practices and How to Maximize Your Plan
Advancement - Planned Giving Best Practices and How to Maximize Your Plan
July 7, 2022
8:30am - 2:30pmMarian High School Performing Arts Center
7400 Military Ave
Omaha, NE 68134
Developing a legacy giving strategy for your office is vital for your organization’s future. Dr. Russell James, Professor of Charitable Financial Planning at Texas Tech University, is a renowned expert and advocate on the importance of planned giving to a development office. He will share his vast knowledge on how to have a conversation with your constituents of legacy planning. He has also done extensive research on the field and focuses on the understanding effectiveness in legacy gift fundraising starts with reality.
Beyond strategy, you will also need the fundamentals and our office will pass on best practices in legacy planning and endowment growth. Tim Bogatz and Tony LaMar from the archdiocese’s office of Stewardship and Development will share ways to position your development programs for success.
Lead By: Dr. Russell James, Professor of Charitable Financial Planning at Texas Tech University
Tim Bogatz and Tony LaMar, Stewardship & Development Office – Archdiocese of Omaha
Who should attend: Pastors, parish leadership, school presidents and principals, parish and school stewardship and development staff and volunteers, development committees and more.
Potential outcomes of this event include:
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 Charitable Financial Planning (planned 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. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and more than tripled enrollment. Dr. James has published research in over 75 peer-reviewed scientific journal articles and has been quoted on charitable and financial issues in a variety of news sources including The Economist, 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 and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.
Beyond strategy, you will also need the fundamentals and our office will pass on best practices in legacy planning and endowment growth. Tim Bogatz and Tony LaMar from the archdiocese’s office of Stewardship and Development will share ways to position your development programs for success.
Lead By: Dr. Russell James, Professor of Charitable Financial Planning at Texas Tech University
Tim Bogatz and Tony LaMar, Stewardship & Development Office – Archdiocese of Omaha
Who should attend: Pastors, parish leadership, school presidents and principals, parish and school stewardship and development staff and volunteers, development committees and more.
Potential outcomes of this event include:
- A deeper understanding of major gift decision processes and plenty of real-world “magic” questions to try out right away.
- Learning planned giving best practices and how they can help grow your parish and/or school’s endowment.
- Being more effective in your legacy planning fundraising by looking at reality as it is presented to you by your donor data.
Register for this event here!
About the Presenter:
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 Charitable Financial Planning (planned 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. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and more than tripled enrollment. Dr. James has published research in over 75 peer-reviewed scientific journal articles and has been quoted on charitable and financial issues in a variety of news sources including The Economist, 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 and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.
Advancement - Planned Giving Best Practices and How to Maximize Your Plan
July 7, 2022
8:30am - 2:30pm