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In-Person Richard L. Heinrich Planning Giving Meeting

When:  Oct 11, 2023 from 11:30 AM to 01:30 PM (PT)
Associated with  AFP CA, San Diego Chapter

Using Behavioral Science in Fundraising Communications: What Experimental Research Tells Us About the Right Words and Phrases

Presented by: AFP San Diego & San Diego Planned Giving Partnership

This is an in-person meeting at San Diego Foundation, 2508 Historic Decatur Rd. #200, San Diego, CA, 92106

Members: $45 // Non-Members - $55

Presentation Topic:

In this presentation, Professor James reviews experimental results from research showing what works – and what doesn’t – in fundraising communications. These results reveal the core principles behind effective fundraising messaging. We’ll look at what the research found, what it means, and how to change your communications to make them more effective.

Dr. James will be joining us live via zoom.


Russell James, J.D., Ph.D., CFP® is a chaired professor in the Department of Personal Financial Planning at Texas Tech University where he directs the on-campus and online 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.

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. He is author of several books including The Storytelling Fundraiser, The Epic Fundraiser, The Primal Fundraiser, The Socratic Fundraiser, Inside the Mind of the Bequest Donor, and Visual Planned Giving. 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".


San Diego Foundation
2508 Historic Decatur Rd. #200
San Diego, CA 92106