August 18th - 2020 Virtual Planned Giving Symposium ~ The Art and Science of Planned Giving

  • August 18, 2020
  • 9:00 AM - 11:30 AM
  • Zoom
  • 70




9:00 AM - 11:30 AM


Michael J. Rosen


Dr. Russell N. James

Advance Reservations are Required

$10.00 Members

$15.00 Guests

Meeting Fee must be paid at time of reservation. 

You will receive the Zoom login information in the registration confirmation email. 


Biography of Dr. Russell N. James:

Russell N. James III, JD, PhD, CFP® is a 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 PhD in consumer economics from the University of Missouri, where his dissertation was on charitable giving.

Prior to his career as an academic researcher, James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for six years and later served as president of the college for more than five years, where he had direct and supervisory responsibility for all fundraising. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and more than tripled enrollment.

James has published research in over 40 different peer-reviewed scientific journals and 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, US News & World Report, USA Today, the Associated Press, Bloomberg News, and The Chronicle of Philanthropy. His financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.

Biography of Michael J. Rosen:

Michael J. Rosen, President of the fundraising and marketing consulting firm ML Innovations, has been named one of America's "Top 25 Fundraising Experts" and a “Top 100 Charity Industry Influencer.” Rosen has received the prestigious Association of Fundraising Professionals-Skystone Partners Prize for Research in Fundraising and Philanthropy for his best-selling book Donor-Centered Planned Gift Marketing, which has been included on the official CFRE International Resource Reading List.

An AFP Certified Master Trainer, Rosen has served as an adjunct faculty member in the Drexel University Master of Arts Management program where he taught Advanced Fund Development. He has also served as a continuing education faculty member at Villanova University where he taught fundraising ethics.

Rosen has served as President of the Planned Giving Council of Greater Philadelphia, Board Chair of the national AFP Political Action Committee, Board Member of the AFP Foundation, and Vice President of the AFP Greater Philadelphia Chapter. Active in the community, Rosen has served on the Board of Directors of the Holocaust Awareness Museum and Education Center, the Board of Trustees of the Jewish Federation of Greater Philadelphia, and the Board of Directors of the Philadelphia Children’s Alliance.

His blog, Michael Rosen Says… (, has been recognized as a "Top Fundraising Blog." Rosen is also a frequent contributing writer for Advancing Philanthropy, the official magazine of AFP.

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