Crescendo Interactive, Inc. - Advanced Gift Annuities Seminar

The year 2008 will be a great year for gift annuities.

With the Federal Reserve lowering interest rates, CD rates will be declining. Because CD rates are moving lower, seniors will look for safe ways to increase income. Taking one-third of their CDs and acquiring 8% or 9% gift annuities will greatly increase their income.

Learn all about gift annuities at Crescendo's Creative Gift Annuities Seminar on April 2 in Chicago prior to the American Council on Gift Annuities Conference. It is a wonderful opportunity to reach out and help increase the income of your senior friends.

A major trend during 2008 will be growth of flexible deferred gift annuities. At this seminar we will "Focus on Flexible Annuities" with these topics:

  •  Marketing Categories for Flexible Annuities
  •  Flexible Annuity Documents
  •  State Approvals and Limits for Flexible Annuities
  •  eBrochures and Print Brochure for Flexibles

In addition to current and flexible gift annuities, we will discuss gift annuities for homes, retirement gift annuities, gift annuities for real estate or in conjunction with the transfer of a business to family members. We will use Crescendo Software to create gift annuity proposals and 50-state documents for these plans.

CPE, CFP, and CLE credits: 6 hrs. *

Flexible Annuity - Understand how the flexible deferred annuity works, identify the donor profile for this gift, review the annuity payout schedule and election process for commencing payments.

Retirement Annuity - Learn how setting up a series of deferred gift annuity contracts can help your donor plan for retirement. Review options for equal annual contributions or one to six contribution of any amount prior to retirement.

Business Sale/Annuity - Discover how parents may transfer a business to children at a reduced gift cost and receive guaranteed annuity payments for life. Learn why transferring a portion of the business to children and allowing them to purchase the balance may be beneficial for tax planning and teaching children self worth.

* Crescendo Interactive, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Ste. 700, Nashville, TN, 37219-2417.

CPE , CFP, CLE credits: 6 Prerequisite: None. Course Level: Advanced. Instructional Method - Group-Live. For information on policies for cancellations, complaints or refunds contact Sandra Henningsen at 800-858-9154

"During my 25 years as a gift planner Charles Schultz and his superb staff have consistently provided superior training and support. The Advanced Gift Annuity Conference exceeded my expectations in new material, ideas, and value for the money. Time is precious and the conference was time well spent!"

Lee Black
President
New Mexico Baptist Foundation

"It never fails - even after 35 years as a professional fundraiser - an 8 hour investment with Charles Schultz and his talented staff produces a transfusion of new ideas on how to make better use of the Crescendo tools to improve my planned gift presentations. At the Advanced Gift Annuities Seminar I was introduced to strategies that will help me incorporate a Charitable Gift Annuity into the sale of dental/medical practice. The obvious winners....my donor......my charity...and your thankful friend."

Thomas Norman
Director of Development
Florida Dental Health Foundation

"I have attended several Crescendo courses over the years and have always found them to be very educational and informative. The Advanced Gift Annuity class was no exception. I learned not only several new ways to utilize the software but also many creative gift annuity solutions that will prove beneficial to our donors in helping them achieve their financial and estate planning goals. Since the majority of professional advisors are not familiar with or recommend gift annuities to their clients it is very important that gift planners thoroughly understand all aspects of the gift annuity alternative so they may better serve their donors. Gift annuities are so flexible now that they should be proposed as an alternative in any charitable proposal. I consider this class a "must" for any charitable gift planner."

Bob Berube, CFP
Gift Planner
Catholic Healthcare West

Seminar

Dates