From beginners to experienced Planned Giving professionals, assistants and secretaries - all users will benefit from attending this exploration of the software that continues to define the communication and marketing of planned gifts. If you want to get the most Crescendo Pro has to offer, this course is well worth the investment! CFP, CPE, CLE credits: 12 hours. * Receive five free GiftCollege credits when you register!
- Topics - Day 1
- Introduction: Crescendo Goals
- Crescendo System Overview
- Personalize your program / Enter AFR Rates
- Crescendo Data Entry / Create a Master Record
- Run Unitrust Deduction Worksheet
- Run the 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
- Sale vs. Unitrust
- Unitrust and Sale
- Using GiftLaw Pro
- Annuity Trust
- Two-Life Unitrust and Insurance Trust
- Retirement Unitrust (NIMCRUT)
- Close
- Topics - Day 2
- Education Unitrust
- Testamentary Remainder Unitrust
- Two-Life Unitrust & Insurance Trust
- Pooled Income Fund
- Calculator Exercises
- Bargain Sale
- Gift Plus Insurance
- Gift of IRA
- Sale and Living Remainder Unitrust
- Life Estate Reserved
- Annuity Trust
- Gift Annuity for Remainder in Home
- Sending E-mail Proposals
- Using the Electronic Manual
- Topics - Day 3
- Gift Analyzer
- Life Plus Term of Years Unitrust
- Retirement Unitrust
- Deferred Payment Gift Annuity
- Flexible Deferred Payment Gift Annuity
- Hardware
- Target Marketing
"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
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
Vice President
Trust Company of Virginia
Vice President
Trust Company of Virginia
"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 V.P. for Gift Planning
Texas A&M Foundation
Assistant V.P. 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
Trust Services Assistant
Three Angel Broadcasting Network
"Although I've been an enthusiastic Crescendo user for several years, I should have attended the Comprehensive Seminar long ago. This training is invaluable in today's marketplace . . . extremely helpful for marketing and closing large gifts!"
Joe Orsak, FAHP
V.P. Development
South Coast Medical Center
Laguna Beach, CA
V.P. Development
South Coast Medical Center
Laguna Beach, CA
| Seminar | Dates |  |
||
| Comprehensive Seminar Camarillo, CA |
9/08/2008 | - | 9/10/2008 |  |
| Comprehensive Seminar Camarillo, CA |
11/03/2008 | - | 11/05/2008 | |
| Comprehensive Seminar Camarillo, CA |
1/26/2009 | - | 1/28/2009 | |
| Comprehensive Seminar Camarillo, CA |
2/23/2009 | - | 2/25/2009 | |
| Comprehensive Seminar Camarillo, CA |
3/30/2009 | - | 4/01/2009 | |
| Comprehensive Seminar Camarillo, CA |
5/04/2009 | - | 5/06/2009 | |
| Comprehensive Seminar Camarillo, CA |
6/08/2009 | - | 6/10/2009 | |
| Comprehensive Seminar Washington, DC |
6/22/2009 | - | 6/24/2009 | |
| Comprehensive Seminar Chicago, IL |
7/13/2009 | - | 7/15/2009 | |
| Comprehensive Seminar Camarillo, CA |
9/28/2009 | - | 9/30/2009 | |
| Comprehensive Seminar Camarillo, CA |
11/02/2009 | - | 11/04/2009 | |