After the Practical Planned Giving Conference three additional seminars will be offered the next day. The Crescendo Intro, eDesign, and Advanced seminars will all be offered at regular cost. Registration for these seminars can be made when you register for the conference.
The Intro Seminar will introduce you to the world of planned giving and utilizing the Crescendo Software to create and market planned gifts. 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!
This user friendly seminar will show you how to easily customize your royalty-free GiftLegacy eLiterature. Using Adobe InDesign*, the seminar takes a hands-on approach and walks you through the basics of using the software to prepare your brochures and quarterly print newsletter for your professional printer. Seminar participants will also learn new ways to market and use their GiftLegacy eLiterature to increase contacts and raise eGifts. Each participant will receive a CD chalked full of learning materials and a manual for further review and learning. Receive five free GiftCollege credits when you register!
Advanced Seminar
Designed for those ready to tackle the most creative planning options available. Timely options for funding education and retirement, lead trusts, family corporations, unitrust with insurance replacement, gifts of IRAs and pension plans are among issues explored. We always save time to examine late breaking news items and their impact on planned giving. CFP, CPE, CLE credits: 12 hours. * Receive five free GiftCollege credits when you register!
