How to talk to people about wealth in ways that inspire major gifts of assets: The science and the sentences

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, 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.

You just need to attend this presentation!

Presented by Bryan Clontz, Ph.D., CFP®, CAP® and Russell N. James III, J.D., Ph.D., CFP®, Professor & CH Foundation Chair in Personal Financial Planning and Director of Graduate Studies in Charitable Planning at Texas Tech University