Givers, Doers, & Thinkers—A Podcast on Philanthropy and Civil Society

Russell James & unlocking the secrets of Socratic fundraising

July 10, 2024 Jeremy Beer Season 6 Episode 5
Russell James & unlocking the secrets of Socratic fundraising
Givers, Doers, & Thinkers—A Podcast on Philanthropy and Civil Society
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Givers, Doers, & Thinkers—A Podcast on Philanthropy and Civil Society
Russell James & unlocking the secrets of Socratic fundraising
Jul 10, 2024 Season 6 Episode 5
Jeremy Beer

This week of Givers, Doers, & Thinkers, Jeremy sits down with Dr. Russell James to unveil why donors give.  

Russell James, J.D., Ph.D., CFP® is a professor of the CH Foundation Chair of Personal Financial Planning and Charitable Giving Program Director at Texas Tech University’s School of Financial Planning. Before joining Texas Tech University, Dr. James was the Director of Planned Giving for Central Christian College in Moberly, Missouri, and later served as president of the college. His research has been quoted numerous times by various news outlets, including The Economist, The New York Times, and the Chronicle of Philanthropy, and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine. He has authored several books, including The Storytelling Fundraiser, The Socratic Fundraiser, Inside the Mind of the Bequest Donor, and Visual Planned Giving.

During this episode, Jeremy and Dr. James explore donor identity and what leads to donor retention and meaningful donor engagement. Dr. James highlights the importance of a donor’s backstory—appreciating the “why” behind a gift. He shares his extensive research around legacy giving and how to steer away from its sometimes negative associations. They also discuss Socratic fundraising, the psychology of transformational donations, how scientific research ought to inform fundraising, and what the Bible might have to tell us about fundraising. 

We'd love to hear your thoughts, ideas, questions, and recommendations for the podcast! You can shoot Katie Janus, GDT's producer, an email anytime!

Be sure to follow us on Apple Podcasts, Spotify, and YouTube to make sure you never miss an episode!

Center for Civil Society's YouTube Channel

Show Notes Chapter Markers

This week of Givers, Doers, & Thinkers, Jeremy sits down with Dr. Russell James to unveil why donors give.  

Russell James, J.D., Ph.D., CFP® is a professor of the CH Foundation Chair of Personal Financial Planning and Charitable Giving Program Director at Texas Tech University’s School of Financial Planning. Before joining Texas Tech University, Dr. James was the Director of Planned Giving for Central Christian College in Moberly, Missouri, and later served as president of the college. His research has been quoted numerous times by various news outlets, including The Economist, The New York Times, and the Chronicle of Philanthropy, and his financial neuroimaging research was profiled in The Wall Street Journal’s Smart Money Magazine. He has authored several books, including The Storytelling Fundraiser, The Socratic Fundraiser, Inside the Mind of the Bequest Donor, and Visual Planned Giving.

During this episode, Jeremy and Dr. James explore donor identity and what leads to donor retention and meaningful donor engagement. Dr. James highlights the importance of a donor’s backstory—appreciating the “why” behind a gift. He shares his extensive research around legacy giving and how to steer away from its sometimes negative associations. They also discuss Socratic fundraising, the psychology of transformational donations, how scientific research ought to inform fundraising, and what the Bible might have to tell us about fundraising. 

We'd love to hear your thoughts, ideas, questions, and recommendations for the podcast! You can shoot Katie Janus, GDT's producer, an email anytime!

Be sure to follow us on Apple Podcasts, Spotify, and YouTube to make sure you never miss an episode!

Center for Civil Society's YouTube Channel

Charitable Giving
Donor Empowerment and Storytelling
Neuroscience and Charitable Giving Strategies
Estate Planning and Donor Surveys
Generational Differences in Charitable Giving