Jul 2017 AFR: 2.2%
Planned Giving Seminar - Comprehensive

Comprehensive Seminar

From data entry to planned giving basics, learn the ins-and-outs and full power of CresLite and Crescendo Pro, our proprietary software programs. Experienced fundraisers, beginners and assistants benefit from attending this basic exploration of Crescendo software, which includes learning to create donor proposals and gift documents.

Price: $495

Continuing Education Credits: 12 hours

Course Outline - Day 1

  • Introduction
  • Crescendo System Overview
  • Personalize/AFR
  • Unitrust Deduction Worksheet
  • Term of Years Unitrust Deduction Worksheet
  • One & Two-Life Gift Annuity/Stock - No Appreciation
  • One-Life Gift Annuity - Appreciated Property Annuity for Another Person
  • One & Two-Life Unitrust
  • Unitrust and Sale
  • Unitrust and Sale Zero Tax
  • GiftLaw Pro Questions
  • Video Help
  • GiftCollege
  • Annuity Trust
  • Two-Life Unitrust and Insurance Trust
  • Retirement Unitrust (NIMCRUT)
  • State Tax Credit
  • Close

Course Outline - Day 2

  • Charitable Remainder Unitrust
  • Education Unitrust
  • Testamentary Remainder Unitrust
  • Two-Life Unitrust & Insurance Trust
  • Pooled Income Fund
  • Calculator Exercises
  • Bargain Sale
  • Gift Plus InsuranceBequest of IRA
  • Sale and Living Remainder Unitrust
  • Life Estate Reserved
  • Annuity Trust
  • Gift Annuity for Remainder in Home
  • E-mail Proposals
  • Electronic Manual
  • Gift Analyzer
  • Target Marketing

Schedule

LOCATION Date(s) PRICE  
Comprehensive
Chicago, IL
7/10/2017 - 7/11/2017 $495.00
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Comprehensive
Camarillo, CA
10/30/2017 - 10/31/2017 $495.00
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What People Are Saying

We are proud to have had the following organizations, among many others, as part our planned giving seminars:

"The Comprehensive Seminar was so very useful – with the quality of the content being exceeded only by your hospitality – that I can hardly wait to begin using the software."

— Syndey Rooks, J.D.
Associate Director of Personal Giving
The Salvation Army, Eastern Michigan Divisional Headquarters

"This Crescendo Seminar showed me how valuable the combination of expert instruction and a feature-laden software package can be. The benefits of the class are immediate. During the session I found myself scribbling notes and reminders to call my clients with news that would have a direct benefit to them."

— Wayne Olson
Fundraising Consultant, Trainer & Writer
Wayne Olson Consulting, LLC

"Attending Crescendo seminars is invaluable! I always come away with new marketing ideas, new problem solving ideas, new language and closing ideas! We really grow as a staff when we attend together and learn how to use the program to our best advantage."

— Glenn Pittsford
Assistant Vice President for Gift Planning
Texas A&M Foundation

"What a wonderful seminar! It seems evident that excellence is what you do and how you do it is your goal. It is a "feather in my hat" to have been a privileged student under your tutoring. I continue to be amazed at what has gone into the creation of the Crescendo programs and what a benefit they are to all of us in the gift planning world. Crescendo and its services (and its quality people) are one of the great values of our times."

— Trenton Frost
Trust Services Assistant
Three Angel Broadcasting Network

"I just want to express my sincere appreciation to Charles and the whole team. I learned soooo much! You folks offer a marvelous service and really expand the resources of a small Planned Giving and Trust Services organization. In addition to the excellent training, I really appreciated the comfortable setting and your gracious hospitality."

— Thomas Murray
Planned Giving Director
Southern New England Conference of SDA

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Please contact us for a free demonstration