The Chatham-Kent Round Table invites you to attend this FREE webinar

Date: January 28th, 1:00 pm - January 28th, 2:00pm

Venue: United Way Office

Location: Chatham

Topic: Words that work: What surveys from 12,000 people tell us about the words and phrases that encourage Planned Giving

Date: Wednesday, January 28, 2015

Time: 1:00 – 2:00 PM

Location: United Way Office – 425 McNaughton Ave W., Chatham

Presenter: Russell N. James III, J.D., Ph.D., CFP®

Who should attend: Non-profits, Accountants, Financial Advisors, Lawyers


How do you ask for a bequest gift? How should you describe a complex gift to generate the most interest? This presentation shares results from a series of recent surveys uncovering the words and phrases that work best to encourage interest in planned giving. Dr. James begins with an overview of the neurological processes that drive charitable decision-making and explains how these processes link to the survey results on optimum word choice. Learn practical, scientifically-based approaches that will increase your effectiveness in communicating about planned giving.

For more information about the CAGP Chatham-Kent Round Table, visit

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