Events and diary dates to note
Richard Radcliffe delivers high energy, inspirational talks and presentations all over the world at a wide range of conferences and seminars. You can catch him presenting on legacies at the following events. Many of these dates are also for client work
We have done a series of webinars with Smee & Ford . The one hour webinars cover everything from Starting a Campaign from Scratch to a "campaign with no budget" to "legacy communications" For more information: http://smeeandford.com/signup.
In 2018 there are confirmed visits to Ireland, Scotland, Switzerland, Italy and Germany. Visits to Canada are likely.
For more information email me Richard@radcliffeconsulting.org
The Great Legacy Debate
The great legacy debate
The legacy journey from I might, to I can, to I will and I have.
Featuring Professor Russell James (see his amazing biography below) and Richard Radcliffe (see his totally underplayed biog on this website!)
Russell and Richard have tracked, surveyed or met over 50,000 legacy prospects.
Russell has pioneered the use of MRI scans to find out the science behind decision making and legacy giving.
Richard sits with donors, volunteers and service users every week and his mind is blown away by their honesty and the issues facing our best prospects,
The legacy marketplace is at a fascinating period when up to 1 in 3 people are saying they are going to remember a charity in their Will. But Will they?
Russell and Richard want to debate what REALLY gets people to do it rather than just think about it. We will debate decision making, use of language and the best call to action. We will probably argue nicely, we would love you to join in.
This is no airy fairy debate: it defines our strategies for the future.
The greatest call to action is still relatively under researched and certainly unproven. Come and participate in the debate and let’s find a way of securing more legacies.
The Great Legacy Debate is being held on:
3rd July 2015 10.00am to 1pm including welcome tea/coffee, a light lunch and refreshments
Location: NCVO 8 All Saints Road London N1 9 RL
for more information and a booking form please contact us: firstname.lastname@example.org or phone us on 01832 710 893
For those of you who do not know Russell, well you should! Here is his biography:
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 teaches Charitable Gift Planning at the Texas Tech University School of Law. 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 charitable giving. His research focuses on uncovering practical and neuro-cognitive methods to encourage generosity in financial decision-making and he previously taught a graduate course in fMRI (functional magnetic resonance imaging) design and analysis for the Texas Tech Neuroimaging Institute.
Prior to his career as an academic researcher, Dr James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for 6 years and later served as president of the college for more than 5 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 enrolment.
Dr.James has published in over 150 academic journals, conference proceedings, and books. These predominantly focus on statistical analysis and neuroimaging analysis related to gifts, estates, and property. He has been quoted on charitable and financial issues 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 and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine.
International Fundraising Congress 2015
This is such a great event! I will be doing three sessions on “where legacy giving is going”. visit www.resource-alliance.org/ifc
Trends in training events
In recent months clients have been requesting more tailored courses for specific causes, volunteer training and help to guide specific departments within individual fundraising.
We have recently developed really inspirational and practical courses for volunteer legacy ambassadors, for major donor teams, for care staff within health care charities and for staff in the arts sector. If you need any further information please contact me: email@example.com or 07771896680
Institute of Fundraising Academy legacy training 2015
Here are some key dates for 2015 but also see section on visits because I am in manty European countries, North America and Australasia in the next 12 months.
IoF level 2 course on the Essentials of legacy fundraising: 3rd February 2015
IoF level 3 level course on Developing a great legacy strategy: 4th February 2015
For all information on IoF courses and training go to: www.institute-of-fundraising.org.uk