A Video Collective Featuring Dr. Russell James

In our ongoing effort to further educate our members, we have collaborated with Dr. Russell James to feature his excellent series of Planned Giving YouTube videos here on our website. We will also be rolling the videos out through emails on a biweekly basis.


Private Foundations 1: What are PFs and DAFs?


A lecture describing private foundations in the U.S. by Professor Russell James at Texas Tech University.  Part one of a seven-part lecture corresponding with the book "Visual Planned Giving: An Introduction to the Law and Taxation of Gift Planning." This is lecture 12(a) in the complete planned giving video training series.

Retained Life Estates 5: Rules after the Gift is Made


A lecture introducing the concept of charitable gifts of a remainder interest deed in a home or farmland with a retained life estate in the U.S. federal tax system by Professor Russell James at Texas Tech University.  Part one of a five-part lecture corresponding with the book "Visual Planned Giving: An Introduction to the Law and Taxation of Gift Planning."  This is lecture 11(e) in the complete planned giving series.


Retained Life Estates 4: Calculating the Deduction for a Home 

A lecture introducing the concept of charitable gifts of a remainder interest deed in a home or farmland with a retained life estate in the U.S. federal tax system by Professor Russell James at Texas Tech University. Part four of a five-part lecture corresponding with the book "Visual Planned Giving: An Introduction to the Law and Taxation of Gift Planning." This is lecture 11(d) in the complete planned giving series.

Retained Life Estates 3: Advanced Planning Strategies

A lecture introducing the concept of charitable gifts of a remainder interest deed in a home or farmland with a retained life estate in the U.S. federal tax system by Professor Russell James at Texas Tech University. Part three of a five-part lecture corresponding with the book "Visual Planned Giving: An Introduction to the Law and Taxation of Gift Planning." This is lecture 11(c) in the complete planned giving series.


Retained Life Estates 2: Calculating the Deduction for Farmland

A lecture introducing the concept of charitable gifts of a remainder interest deed in a home or farmland with a retained life estate in the U.S. federal tax system by Professor Russell James at Texas Tech University. Part two of a five-part lecture corresponding with the book "Visual Planned Giving: An Introduction to the Law and Taxation of Gift Planning." This is lecture 11(b) in the complete planned giving series.


Retained Life Estates 1: Introduction 


A lecture introducing the concept of charitable gifts of a remainder interest deed in a home or farmland with a retained life estate in the U.S. federal tax system by Professor Russell James at Texas Tech University.  Part one of a five-part lecture corresponding with the book "Visual Planned Giving: An Introduction to the Law and Taxation of Gift Planning."  This is lecture 11(a) in the complete planned giving series.


Partial Interest Gifts 3: Owning Only a Partial Interest

A lecture introducing the concept of charitable gifts of partial interests in property in the U.S. federal tax system by Professor Russell James at Texas Tech University.  Part three of a three-part lecture corresponding with the book "Visual Planned Giving: An Introduction to the Law and Taxation of Gift Planning."  This is lecture 10(c) in the complete planned giving series.


Partial Interest Gifts 2: The "Undivided Share"

A lecture introducing the concept of charitable gifts of partial interests in property in the U.S. federal tax system by Professor Russell James at Texas Tech University. Part two of a three-part lecture corresponding with the book "Visual Planned Giving: An Introduction to the Law and Taxation of Gift Planning." This is lecture 10(b) in the complete planned giving series.


Partial Interest Gifts 1: Rule Against Partial Interest Gifts 

A lecture introducing the concept of charitable gifts of partial interests in property in the U.S. federal tax system by Professor Russell James at Texas Tech University.  Part one of a three-part lecture corresponding with the book "Visual Planned Giving: An Introduction to the Law and Taxation of Gift Planning."  This is lecture 10(a) in the complete planned giving series.


Into to Planned Giving 3: Motivations for Financial Advisors

An updated lecture describing “the secret to understanding planned giving,” a review of charitable gift planning tools and motivations by Professor Russell James at Texas Tech University. Part three of a three-part lecture corresponding with the book "Visual Planned Giving: An Introduction to the Law and Taxation of Gift Planning"


Planned Giving Overview 2: Motivations for Fundraisers

An updated lecture describing “the secret to understanding planned giving,” a review of charitable gift planning tools and motivations by Professor Russell James at Texas Tech University.  Part two of a three-part lecture corresponding with the book "Visual Planned Giving: An Introduction to the Law.


Planned Giving Overview 1: The Tools



The first entry in this series is the video titled Planned Giving Overview 1: The Tools. A lecture describing "the secret to understanding planned giving," a review of charitable gift planning tools and motivations by Professor Russell James at Texas Tech University. Part one of a three-part lecture corresponding with the book "Visual Planned Giving: An Introduction to the Law and Taxation of Gift Planning." This is lecture 1(a) in the complete 65-video planned giving training series.