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Top 10 Charitable Planning Strategies for Advisors

  • Tuesday, September 12, 2023
  • 11:30 AM - 1:00 PM
  • Michael's On East

In partnership with the Community Foundation of Sarasota County and Manatee Community Foundation, please join us for a Distinguished Speaker Series program to kick off the Southwest Florida Estate Planning Council's 59th year! 

Speaker:  Russell James

Date: Tuesday, September 12, 2023
Registration and Lunch: 11:30 a.m.
Program: 12:00 p.m. – 1:00 p.m.

Location: Michael's On East, 1212 East Ave South, Sarasota, FL 34239

Synopsis:  This session gives the top approaches to helping your clients and growing your practice using charitable planning with special tips related to the new tax law. Participants will learn how to provide tremendous benefit to clients, while improving their own assets under management, with charitable planning. Topics include gifts from retirement plans, gifts of appreciated assets, the use of private foundations, and life insurance.

SWFEPC Members: Click Here to Register

Registration Deadline: September 8, 2023

Continuing Education Credit:
1.0 credit for Attorney, CFP, CPA and Trust Officers



Russell James, J.D., Ph.D., CFP® is a chaired professor at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). He graduated 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.

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. 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 more than 75 peer-reviewed scientific journal and law review articles and he has authored several books on philanthropy. He 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.

Dr. James has spoken over 400 times at regional, national, and international conferences on fundraising, financial planning, and estate planning. His teaching awards include the University of Georgia Outstanding Teacher of the Year (department level and college level), Texas Tech University Instructor of the Year (department level and school level), and the CASE “Stellar Speaker” designation. He is a member of the National Association of Charitable Gift Planners “Hall of Fame.”

Our purpose is to encourage the highest level of professional service in the Estate Planning field around Southwest Florida.

Email Us:

PO Box 2098
Sarasota, FL 34230