The most important research in modern fundraising with guest speaker Dr. Russell James

American families don’t hold significant wealth in cash — instead, they hold 97-99% of their wealth in non-cash assets, including stocks, retirement accounts, and home equity. This represents a crucial fundraising opportunity for nonprofits. Organizations that successfully steward non-cash gifts from their donors grow six times faster than those that don’t.

In this session, our co-CEO Patrick Schmitt was joined by Dr. Russell James, Professor of Charitable Financial Planning at Texas Tech University, who is widely seen as the most important and influential academic researcher on the topics of major and planned giving.

In this webinar, we covered:

• How shifts in giving types drive outsized success for nonprofit organizations
• What words to use to drive significantly better giving outcomes
• How expanding giving types can improve diversity among donors
• What the two most important factors are for a nonprofit trying to grow its revenue

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View our past webinars or nonprofit resources.