Seminar attendees will learn how to close gift annuities and unitrusts, as well as create presentations for donors. Seminar participants will also learn how to effectively use software features such as the help system, calculator and the "Explanation for Professional Advisors" text to persuade the donor's advisors to help you close the gift. Participants are eligible to earn 5 hours of CPE, CFP, and CLE credits. * Receive five free GiftCollege credits when you register!
- Introduction: Making Donor-Friendly Presentations
- Learning the Crescendo System
- Personalizing your program
- Entering the Applicable Federal Rate
- Crescendo Data Entry
- Creating a Master Record
- 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 the Crescendo Help Systems
- Calculator Exercises
- Annuity Trust
- Two-Life Unitrust and Insurance Trust
- Retirement Unitrust (NIMCRUT)
- Sending E-mail Proposals
- Using the Electronic Manual
- Closing the Gift
"For a newcomer to the field of planned giving, your Intro Seminar was tremendously helpful. Fast-paced. Not too technical. Plenty of useful practical information on how to use Crescendo Tools for the benefit of donors. Thanks for such great training."
Jack Gibbs
Crown Financial Ministries
Gainesville, Georgia
Crown Financial Ministries
Gainesville, Georgia
"Attending the Crescendo Intro Seminar was just what I needed to put many
of the pieces of information together for me. It was great having a small
group with many of the attendees working in similar work environments. I
highly recommend this seminar for those that are new to the Crescendo
software program. It will really give you more confidence to work on
proposals with the hands-on training provided. It's well worth the money
and time that you will spend."
Claudia L. Marsh
Dir. of Church Relations
Lyon College, Batesville, Arkansas
Dir. of Church Relations
Lyon College, Batesville, Arkansas
"I've taken several planned giving courses, and this was by far the best in my opinion. The instructors were excellent and presented the material in an easy-to-follow manner. Time was taken to ensure the participants felt comfortable with the Crescendo software and the planned gift models included in the software program. I highly recommend the course and the Crescendo software."
Claudia McCormick
Major Gifts and Planned Giving Officer
Kids In Distress, Ft. Lauderdale, Florida
Major Gifts and Planned Giving Officer
Kids In Distress, Ft. Lauderdale, Florida
"The Intro Seminar helped me to understand not only the Crescendo Software more completely, but also the various planned giving instruments. The combination of engaging discussion about planned gifts and then applying the software makes learning easy. This is a great seminar for anyone who is new to Crescendo Software and wants to learn more, or if you just need a refresher."
Heather Locke
Planned Giving Coordinator
U.S. Naval Academy Fdn.,
Annapolis, MD
Planned Giving Coordinator
U.S. Naval Academy Fdn.,
Annapolis, MD
| Seminar | Dates |  |
||
| Intro Seminar San Francisco, CA (prior to CASE) |
7/08/2009 | - | 7/08/2009 |  |
| Intro Seminar Orlando, FL (following PPGC) |
9/16/2009 | - | 9/16/2009 | |
| Intro Seminar San Francisco, CA (prior to AHP) |
9/23/2009 | - | 9/23/2009 | |
| Intro Seminar Washington, DC |
10/14/2009 | - | 10/14/2009 | |