Dec 2017 AFR: 2.6%
Planned Giving Seminar - Comprehensive

Comprehensive Seminar

From data entry to planned giving basics, learn the ins-and-outs and full power of CresPro, our proprietary software program. Experienced fundraisers, beginners and assistants benefit from attending this basic exploration of CresPro, which includes learning to create full-color donor proposals for major and planned gifts.

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
Camarillo, CA
1/29/2018 - 1/30/2018 $495.00
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Comprehensive
Camarillo, CA
3/19/2018 - 3/20/2018 $495.00
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Comprehensive
Camarillo, CA
6/04/2018 - 6/05/2018 $495.00
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Comprehensive
Washington, DC
7/09/2018 - 7/10/2018 $495.00
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Comprehensive
Chicago, IL
7/11/2018 - 7/12/2018 $495.00
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Comprehensive
Camarillo, CA
10/23/2018 - 10/24/2018 $495.00
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What People Are Saying

We are proud to have had the following organizations, among many others, as part of 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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