Research

What's new in planned giving motivations and demographics research

New results reveal the most effective messaging to influence charitable decisions associated with planned giving.

Russell N. James III, professor,
Texas Tech University

Download Slides
Using Surveys in Planned Gift Marketing
Industry Research

Learn the science and psychology behind encouraging people to learn about and commit to planned giving through survey techniques.

Russell N. James III, professor,
Texas Tech University

Download slides
Words that Work II
Industry Research

An update to the mind-bending Words That Work research, this study reveals the latest insights on what attracts planned giving donors.

Russell N. James III, professor,
Texas Tech University

Download slides
The 2021 Bank of America Study of Philanthropy: Charitable Giving by Affluent Households
Industry Research

Gain a deeper understanding of giving trends, strategies and traditions among wealthy donors from this latest installment in a biennial study of high net worth givers.

Download Report
What's Working Today and What's Coming Tomorrow: New Results from the Lab and the Latest Demographics in Planned Giving
Industry Research

Discover practical advice and remarkable insights into how to improve your gift planning program.

Russell N. James III, professor,
Texas Tech University

Download slides
Words that Work: Phrases that encourage major and planned gifts
Industry Research

Stop guessing and start writing with confidence! Learn the most powerful words and phrases to turn prospects into planned givers.

Russell N. James III, professor,
Texas Tech University

Download Slides
Wills that Won't: The demongraphics of charitable estate planning
Industry Research

An eye-opening look at how changing demographics will transform planned giving and what this means for you.

Russell N. James III, professor,
Texas Tech University

Download slides
Inside the Mind of the Bequest Donor: Research findings from experimental psychology and neuroimaging
Industry Research

Combining new fMRI neuroimaging results with experimental psychology, psychological theory and survey research, this study looks inside the conscious and subconscious processes engaged by bequest decision-making.

Russell N. James III, professor,
Texas Tech University

Download slides