November 11, 2014
Bi-Monthly Meeting

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Bi-monthly Meeting

Tuesday, November 11, 2014

University Club
76 East Monroe St
Chicago, IL

Register for the November Program

Click here if you prefer to fax or mail your registration.

10:00am Networking Coffee
Join us for coffee and a chance to meet and network with other CCPG members and guests to expand your gift planning resources. (NOTE: We will NOT hold a Nuts and Bolts session at this meeting)

10:30am Morning Session
TOPIC: "Wills That Won’t: What Lifetime Tracking of 10,000 Decedents Tells Us About Charitable Plan Additions, Deletions and Ultimate Transfers"
Speaker: Professor Russell James

Professor Russell James presents results from a 20+ year national longitudinal study tracking the estate planning of older adults. Unique among research in our field, these results track changes in the plan during lifetime and connect these with actual post-mortem distributions after death. Many surprising results suggest important changes in the best strategies to effectively encourage charitable bequest giving.

11:30 a.m Russell Kohr Award Presentation and Lunch

12:30 pm Afternoon Session
TOPIC: Inside the Mind of the Planned Giving Donor: New Neuroimaging Results That Will Change Your Marketing, Communications and Conversations.
Speaker: Professor Russell James

Professor James presents the latest findings from his work at the Texas Tech Neuroimaging Institute examining how people contemplate charitable bequest gifts. Going well beyond academic theory, this presentation provides concrete evidence of the effectiveness of specific planned giving marketing strategies, messages, and phrasing that you can immediately implement.

Our Featured Speaker:

Russell James, J.D., Ph.D. is professor and director of graduate studies in charitable financial planning at Texas Tech University, where he holds the CH Foundation Chair in Personal Financial Planning. He teaches graduate courses in charitable planning in the Department of Personal Financial Planning and at the Texas Tech University School of Law; and he previously taught a graduate course in fMRI (functional magnetic resonance imaging) study design and analysis.

Professor James holds a J.D., cum laude, from the University of Missouri School of Law where he received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. His Ph.D. in Consumer Economics is from the University of Missouri, where his dissertation was on the topic of charitable giving. His research focuses on uncovering practical and neurocognitive methods to encourage generosity in financial decision-making.

Dr. James has over 145 publications in academic journals, conference proceedings, books, and professional periodicals. He has been quoted on financial and charitable topics in a variety of media outlets. He has spoken at national and international fundraising practitioner venues, including the National Conference on Philanthropic Planning. In addition to his work as a professor, Dr. James has previously worked as an estate planning attorney, as Director of Planned Giving for a small private college, and as a college president.

To register, click here.

$55 for CCPG members/$85 for non-members if registration is received the Friday prior to the program.

Not a member? Click here to join CCPG

In The News

On January 1, 2013, many provisions of the "American Taxpayer Relief Act" (HR 8) impact charitable giving opportunities and the individual financial and tax situation now faced by the donors with whom we assist with their philanthropic planning. To learn more, we encourage you to read a summary distributed at the January 8, 2013 CCPG bimonthly program's Nuts and Bolts Session titled "The Fiscal Cliff...What's Next in the Philanthropic World?" written by CCPG member and former board member, Payson Wild.


CCPG Awards and Nominations

View the recipients of these awards.

CCPG has two awards that it presents in most years to outstanding individuals in the Planned Giving-Gift Planning field. The awards are Chicago-centric. Awardees may live outside the Chicago area but the awards are made to people whose work and influence in the planned field were notable when they were in Chicago. The CCPG Nominating Committee reviews and recommends candidates for the awards for approval by the CCPG Board of Directors. The Nominating Committee invites CCPG members to submit nominations to consideration by using this form. You may nominate more than one person for each award. If you do, please attach an additional page to your award nomination form.

If you have questions, please contact
Julie Captain at or 847-535-6933.

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