Richard L. Heinrich Virtual Planned Giving Meeting

When:  Sep 7, 2022 from 12:00 PM to 01:30 PM (PT)
Associated with  AFP CA, San Diego Chapter
How to Talk to People About Wealth in Ways that Inspire Major Gifts of Assets - The Science and the Sentences
Wednesday, September 7, 2022
12:00 – 1:30 p.m.

Members - $20 // Non-Members - $30

Presented in collaboration with San Diego Planned Giving Partnership

Presentation Topic:

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!

Keynote Speaker:

Russell James, J.D., Ph.D., CFP® - Chaired Professor, Department of Personal Financial Planning, Texas Tech University