Biography
Jennifer Lehman teaches Managerial Finance, Risk Management and Microeconomics. In the past, she has taught a variety of courses including Estate Planning, Retirement Planning, Philanthropy and Macroeconomics.
Published Work
Henderson, R., Lehman, J., & Sunder, A. (2024). Clock-out: What explains “Quiet Quitting” in financial
services? Financial Planning Review, e1192. https://onlinelibrary.wiley.com/doi/10.1002/cfp2.1192
Lehman, J.L. (Nov. 2024). Trends in Philanthropy & Tooling Up for the Wealth Transfer – keynote.
Advisors in Philanthropy annual conference, San Jose, CA.
Lehman, J.L. (Nov. 2024). Trends in Philanthropy. Diversified Professional Coaching, virtual.
Lehman, J.L. (Oct. 2024). Estate and Charitable Planning Considerations for LGBTQ+ Clients. FPA
Pride Planners, virtual.
Lehman, J.L. (2024). Interview for Land and Everything Else podcast.
https://www.youtube.com/watch?v=Ea2FIrHLU1I
Lehman, J.L. (Sept. 2024). Donor-Advised Funds in Philanthropic Planning. Written for FA-mag on behalf
of The American College of Financial Services. https://www.fa-mag.com/news/donor-advised-funds-in-philanthropic-planning-79401.html
Lehman, J.L. (April 2024). Planned Giving With an Impact. Planned Giving Today.
Lehman, J.L. (May 2024). Research Highlights and How to Apply to Your Practice. Chicago Planned
Giving Council, Chicago, IL.
Lehman, J.L., Henderson, R., Sunder, A (2023). Clock-Out: What Explains “Quiet Quitting” in Financial
Services? Consumer Interests Annual 69.
https://www.consumerinterests.org/assets/docs/CIA/CIA2023/HendersonRebeccaCIA2023.pdf
Lehman, J.L. (March 2024). Philanthropy Research Highlights and How This Supports DEI. CASE Drive,
Washington, D.C.
Lehman, J.L. (Feb. 2024). Connecting with donors through philanthropic best practices. Crescendo
webinar, virtual.
Lehman, J.L. (Feb. 2024). Planned Giving: Fun with Taxes and Probate. FPA DFW, Irving, TX.
Lehman, J.L. (Jan. 2024). Why include charity in your estate plan? Corpus Christi Estate Planning
Council, Corpus Christi, TX.
Lehman, J.L. (Oct. 2023). Building a profitable & purpose-driven business. Investment News Advisor
Insights, virtual.
Lehman, J.L. (Sept. 2023). Connecting with donors through philanthropic best practices. Crescendo’s
Practical Planned Giving conference, Orlando, FL.
Lehman, J.L. (Aug. 2023). Basics of Planned Giving. AFP Coastal Bend, Corpus Christi, TX.
Lehman, J.L. (June 2023). Highlights of CAP® and how my Research Applies to Your Practice.
Wilmington, DE Tax Group.
Lehman, J.L. & Henderson, R. (May 2023). Quiet Quitting in Financial Services presented at ACCI, Las
Vegas, NV.
Lehman, J.L. (May 2023) Tax Implications of Charitable Giving Strategies to Philadelphia Planned Giving
Council.
Lehman, J.L. (April 2023). Highlights of CAP® and charitable bequest importance among donors to
different charity types presented at the Arizona Community Foundation, Phoenix, AZ.
Lehman, J.L. (Jan. 2023). Fundamentals of Fundraising. All day training presented at Bay Jewel Event
Center on behalf of Coastal Bend Community Foundation, Corpus Christi, TX.
Lehman, J.L. & Bristol, J (Dec. 2022). How to Incorporate DEI Into Planned Giving and Why It Matters.
Planned Giving Today 33(12).
Lehman, J.L., Henderson, R., Sunder, A (2022). Work-Life Balance and Burnout in Financial Planning
Profession. Financial Planning Review 5.2-3: e1145.
Lehman, J.L. (2022). Highlights of my Research and How it Applies to Your Practice. Lone Star CGP
Keynote speech.
Lehman, J.L. (2021, March). [Review of the book The Deficit Myth, by S. Kelton]. NAPFA Advisor 18, 21.
Lehman, J.L. (2021). Consumption Capital and Distinctive Characteristics of Donors to Education.
Journal of Philanthropy & Education 4(2), 1-24.
Lehman, J.L. & James, Russell (2019). Charitable Estate Planning among Donors to Different Types of
Charities. International Review on Public and Nonprofit Marketing 25(2), e1657. DOI: 10.1002/nvsm.1657
Lehman, J.L. & James, Russell (2018). The charitable bequest gap among African-Americans: Exploring
charitable, religious, and family estate planning attitudes. Journal of Personal Finance 17(1).
Lehman, J.L. (2018). Three Essays on Special Donation Types. https://ttu-ir.tdl.org/handle/2346/74508
Lehman, J.L. (2018). Using Family Education as a Tool for Raising Ethical and Financially Responsible
Children. Journal of the Texas Tech University Ethics Center 2 (1).
Lehman, J.L. (2021). https://wallethub.com/edu/best-and-worst-states-to-retire/18592#expert=Jennifer_Lehman
Lehman, J.L. (2020). Charitable Giving in a Time of Turmoil. 1st Presbyterian Church Newberg Pew News.
Lehman, J.L. (2020). https://wallethub.com/credit-cards/bad-credit-student/#expert=Jennifer_Lehman
Lehman, J.L. (October 2019). Work Life Balance and Burnout Among Women in Financial Planning.
Paper presented at the 2019 Academy for Financial Services annual conference, Minneapolis, MN.
Lehman, J.L. (October 2018). What is it Really Like to be a Financial Planner? Keynote speech
presented at the 2018 Salt Lake Community College Finance Symposium, Salt Lake City, UT.
Lehman, J.L. (October 2018). Charitable Estate Planning among Donors to Different Types of Charities.
Paper presented at the 2018 Academy for Financial Services annual conference, Chicago, IL.
Lehman, J.L. (March 2018). Charitable Estate Planning among Donors to Different Types of Charities.
Paper presented at the 2018 Southwest Finance Assn conference, Albuquerque, NM.
Lehman, J.L. (Feb. 2018). Charitable, Religious, and Family Estate Planning Attitudes among African-
Americans. Paper presented at the 2018 CFP® Board Academic Research Colloquium, Arlington, VA.
Lehman, J.L. (Nov. 2017). Charitable Bequest Attitudes among Minorities, and Implications for Financial
Planners. Paper presented at the 2017 Association for Financial Counseling & Planning Education
Annual Conference, San Diego, CA.
Lehman, J.L. (Oct. 2017). Diversity Issues in Charitable Estate Planning. Paper presented at the 2017
Texas Tech University Three Minute Thesis, Lubbock, TX.
Lehman, J.L. (Oct. 2017). Using Family Education as a Tool for Raising Ethical and Financially
Responsible Children. Paper presented at the 2017 Texas Tech Global Ethics Day (winning student
paper), Lubbock, TX.
Lehman, J.L. (Oct. 2017). Diversity Issues in Charitable Bequest Attitudes. Paper presented at the 2017
Financial Management Association Doctoral Symposium, Boston, MA.
Lehman, J.L. (Oct. 2017). Diversity Issues in Charitable Bequest Attitudes. Paper presented at the 2017
Academy of Financial Services Annual Conference, Nashville, TN.
Lehman, J.L., (April 2017). Consumer Attitudes Regarding End of Life Charitable Planning. Paper
presented at the 2017 American Council on Consumer Interests Annual Conference, Albuquerque, NM.
Lehman, J.L. (Feb. 2017). Consumer Attitudes Regarding End of Life Charitable Planning. Paper
presented at the 2017 Texas Tech Opportunity Days Research Symposium.