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[On-Demand] Using Donor Surveys in Planned Gift Marketing!

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Original date: 2/13/2019

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Using Donor Surveys in Planned Gift Marketing!

A number of organizations have experienced remarkable success using the donor survey. In this session, Dr. James reviews the scientific research, academic theory, and real-world practical applications of how to use donor surveys to identify prospects, increase interest in planned giving, and even measure the success of your overall marketing efforts.

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

Russell N. James III, 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. Additionally, he teaches Charitable Gift Planning at the Texas Tech University School of Law. 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. 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. 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 over 150 publications in academic journals, conference proceedings, and books. He has been quoted on charitable and financial issues in a variety of news sources including 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.

A free digital copy of the 2018 version of Dr. James’ 433 page book on the law & tax aspects of charitable planning can be found at He also offers a series of 65 free training videos on charitable gift planning at

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