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Russell N. James III, J.D., Ph.D., CFP
Professor & CH Foundation Chair in Personal Financial Planning and Director of Graduate Studies in Charitable Planning at Texas Tech University.
Russell N. James III, J.D., Ph.D., CFP Features
posted on 5 Oct 2016 | ArticleWe wrap up Private Foundations and Donor Advised funds and we wrap up Russell James's book at the same time.
posted on 14 Sep 2016 | ArticleThe complex and arcane tax rules of private family foundations are the subject of this exploration.
posted on 31 Aug 2016 | ArticleDr. James begins the exploration of Donor Advised Funds and Private Foundations, two donor-centric giving vehicles.
posted on 11 Aug 2016 | Article | 2 commentsMore on gifts of retirement accounts; this exploration around testamentary gifts.
posted on 2 Aug 2016 | ArticleDr. James visits some of the complexities of utilizing retirement plan assets as charitable gifts.
Other news from Russell N. James III, J.D., Ph.D., CFP
posted on 27 Jul 2016 | ArticleDr. James moves his discussion on charitable gifts of life insurance to the rules on creating a new policy specifically to benefit charity.
posted on 20 Jul 2016 | ArticleLife insurance gifts to charity are often overlooked or forgotten. Dr. James provides clear understanding of how such gifts work.
posted on 13 Jul 2016 | ArticleDr. James continues revealing uses of life insurance in charitable planning, now focusing on irrevocable life insurance trusts.
posted on 6 Jul 2016 | ArticleWe begin the exploration of gifts of life insurance with Russell James.
posted on 29 Jun 2016 | Article | 2 commentsWe conclude the exploration of Charitable Lead Trusts by reviewing Grantor Lead Trusts.
Russell James, J.D., Ph.D., CFP® is a professor in the Department of Personal Financial Planning at Texas Tech University. He 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.
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 enrollment.
Dr. James has over 150 publications in academic journals, conference proceedings, and books. 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.