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This is an extensive review of the changing nature of American charitable estate planning from 1992-2012 including over 50 charts and graphs. It is presented in simple, visual fashion with each page containing a graph or chart, comments on the importance of the information, and details about the methodology behind the data. Much of the information presented comes from a long-running, nationally-representative, longitudinal survey including information about the final estate distributions from over 10,000 survey respondents who have died during the study. Major sections include (1) National demographic trends, (2) Trends in charitable plans among those aged 55+, (3) Examining matured plans of deceased respondents, and (4) Timing of charitable plan changes. Charts include: Population trends: Births; Total resident population by 5-year age groups; Total deaths in the United States; Percent childless women at age 40-44 in the U.S.; U.S. population share with bachelor’s degree and above; U.S. aged 55+ giving and volunteering; Charitable planning among those with a will or trust; Charitable planning among those with a will or trust by age segment; Use of a will or trust; Use of a will or trust by age segment; Comparative use of funded trust or will alone; Use of funded trust by age segment; Use of will alone by age segment; Charitable planning by household type; Charitable planning among those with a will or trust by household type; Use of will or trust by household type; Use of funded trust by household type; Charitable planning among those with will or trust by race/ethnicity; Use of will or trust by race/ethnicity; Use of funded trust by race/ethnicity; Charitable planning by race/ethnicity; Charitable planning by family status; Use of will or trust by family status; Charitable planning among those with a will or trust by family status; Charitable planning by education level; U.S. population aged 55+ education level; Use of will or trust by education level; Use of funded trust by education level; Charitable planning among those with a will or trust by giving/volunteering; Use of will or trust by giving/volunteering; Charitable planning by wealth; Use of will or trust by wealth; Charitable planning among those with a will or trust by wealth; Use of funded trust by wealth; Estates where decedent had reported having a written and witnessed will; Estates where decedent had reported having a funded trust; Estates where decedent had reported having a charitable plan; Estates where decedent with no surviving spouse had reported a charitable plan; Mortality by gender, wealth and charitable planning Cumulative percentage of charitable bequest; dollars by donor age at death; Timing of plan creation among decedents who generated charitable estate gifts; Timing of document creation among decedents dying with planning documents; Charitable bequests by gender and marital status; Giving and volunteering by estate donors; 10-year retention of charitable estate plans; Predicting likelihood of leaving a charitable estate gift (single variables); Predicting likelihood of leaving a charitable estate gift (1-10 variable models); Predicting amount of charitable estate gift (single variables); Predicting amount of charitable estate gift (1-10 variable models); Timing of Charitable Plan Changes; Triggers for adding charitable plans; Triggers for dropping charitable plans; Combined effects for adding/dropping charitable plans;
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Russell James, J.D., Ph.D. is a professor and director of graduate studies in charitable financial planning at Texas Tech University, where he holds the CH Foundation Chair in Personal Financial Planning. He teaches graduate courses in charitable planning in the Department of Personal Financial Planning and at the Texas Tech University School of Law. Information about the on-campus and online graduate certificate in charitable financial planning is available at www.EncourageGenerosity.com He holds a J.D., cum laude, from the University of Missouri School of Law where he received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. His Ph.D. in Consumer Economics is from the University of Missouri, where his dissertation was on the topic of charitable giving. His research focuses on uncovering practical and neurocognitive methods to encourage generosity and satisfaction in financial decision-making. Dr. James has over 145 publications in academic journals, conference proceedings, books, and professional periodicals. He has been quoted on financial and charitable topics in a variety of media outlets including The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, Bloomberg News, ABC News, U.S. News & World Report, and USA Today. In addition to his work as a professor, Dr. James has previously worked as an estate planning attorney, as a director of planned giving, and as a college president.
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Book Description CreateSpace Independent Publishing Platform, 2013. Condition: Good. A+ Customer service! Satisfaction Guaranteed! Book is in Used-Good condition. Pages and cover are clean and intact. Used items may not include supplementary materials such as CDs or access codes. May show signs of minor shelf wear and contain limited notes and highlighting. Seller Inventory # 149121404X-2-4