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.
Continuing Education Credits: 12 hours
Course Outline - Day 1
- Crescendo System Overview
- 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
- Annuity Trust
- Two-Life Unitrust and Insurance Trust
- Retirement Unitrust (NIMCRUT)
- State Tax Credit
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
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