What Donors Are Dying To Tell You: Tracking 20 Years of Lifetime Estate Plan Changes and Over 10,000 Ultimate Distributions

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Russell James, JD., Ph.D., Texas Tech University

This presentation shares results from The American Charitable Bequest Demographics Report, a 20+ year national longitudinal study tracking the additions and deletions of charitable estate plans for adults over the age of 50.  Additionally, it presents results from the post-mortem transfers of more than 10,000 survey respondents who have died during the course of the study.  This is the first study to ever connect repeated lifetime survey responses over many years with ultimate post-mortem distributions.  The surprising results will change your understanding of how and when real-world charitable estate planning actually takes place.

Russell James, J.D., Ph.D., CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University.  He holds the CH Foundation Chair in Personal Financial Planning and directs the on-campus and online graduate program in Charitable Financial Planning.  Additionally, he is an adjunct professor at the Texas Tech University School of Law where he teaches Charitable Gift Planning.  He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review. While in law school he 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 the topic of charitable giving.  Dr. James has over 100 publications in academic journals, conference proceedings, and books. These predominantly focus on statistical analysis related to gifts, estates, and property.  He has been quoted in a variety of news sources including 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.