Russell James: Charitable Planning and Fundraising Strategies

You’re invited to

Charitable Planning and Fundraising Strategies

Russell James, J.D., Ph.D., CFP®

hosted by WatersEdge

May 9, 2025
10:00 a.m. – 3:00 p.m.
Frontline Downtown OKC

We are delighted to invite you to attend this seminar featuring Russell James!

Russell James, J.D., Ph.D., CFP® is a professor in the School of Financial Planning at Texas Tech University where he directs the graduate program in Charitable Financial Planning (planned giving). He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review and 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. He is an Honorary Fellow of the American College of Trust and Estates Counsel (ACTEC) and a member of the National Association of Charitable Gift Planners Hall of Fame.

DATE: Friday, May 9

TIME: 10 a.m. – 3:00 p.m.

WHERE: 1104 N Robinson Ave, Oklahoma City, OK 73103

COST: Free

Lunch will be provided.

Topics

	Top 10 charitable financial planning strategies for advisors
	The hidden code of end-of-life decisions
	Why cash is not king in fundraising
	The science and the scripture of effective major gifts fundraising
	Using advised funds for charitable giving

3 hours of CLE credit are approved for this event. See the full agenda below for more details.

Parking and Other Details

Free parking is available in the parking garage east of the church.

Agenda

10:00 A.M.	Top 10 charitable financial planning strategies for advisors:  Helping your client and your business with charitable planning. (1 CLE Credit)
11:00 A.M.	The hidden code of end-of-life decisions: What estate planners can learn from decision making in life insurance, annuities, estate planning, and healthcare (1 CLE Credit)
12:00 P.M.	Lunch and Using Advised Funds in Charitable Planning (0 CLE Credit)
1:00 P.M.	Why cash is not king in fundraising: Results from 1 million nonprofit tax returns (1 CLE Credit)
2:00 P.M.	The science and the scripture of effective major gifts fundraising: 2000-year-old best practices (0 CLE Credit)

Register Now

Please register by May 1.