Responsive Lab Podcast

In this episode of The Responsive Lab, co-hosts Carly Berna and Scott Holthaus sit down with Russell James, a leading voice in planned giving strategy, psychology, and research. Russell bring...

Show Notes

In this episode of The Responsive Lab, co-hosts Carly Berna and Scott Holthaus sit down with Russell James, a leading voice in planned giving strategy, psychology, and research. Russell brings his unique background as a lawyer, fundraiser, college president, and now professor at Texas Tech, to unpack the practical steps any nonprofit can take to start (or strengthen) a planned giving program.

 

From the “magic age” for engagement to the psychology behind why donors give at end-of-life, this episode is packed with insights, phrases, and donor stories you can start using today.

 

You’ll also learn:

  • Why the biggest mistake fundraisers make is going radio silent on aging donors
  • How to use donor stories to create a powerful social norm
  • Which phrases work (and which don’t) when talking about estate gifts
  • How to motivate legacy giving without triggering death-avoidance
  • The secret to turning one legacy gift into two—starting now

 

Get your copy of The Socratic Fundraiser: https://www.encouragegenerosity.com/TheSocraticFundraiser.pdf

Get Russell’s other free resources here: https://encouragegenerosity.com/

Follow Encourage Generosity on LinkedIn: https://www.linkedin.com/in/encouragegenerosity/

 

Learn more about Virtuous at virtuous.org/learnmore and download your free Nonprofit CRM Checklist at virtuous.org/crmchecklist

What is Responsive Lab Podcast?

Welcome to The Responsive Lab, presented by Virtuous. In this podcast, we're exploring how nonprofits leverage technology to deepen donor engagement. Join us in the lab as we mix innovation with impact, tackling challenges and discovering new possibilities for the nonprofit sector.