"Crescendo has done it again! Clear, concise and state of the art, the GiftLaw Teleconference provided up to date analysis on the cutting edge issues in charitable gift planning. Easy to understand, with new ideas and practical strategies ready for implementation. A must for every gift planner and professional advisor."
"Thank you for another excellent GiftLaw Teleconference. The content and presentation were terrific! We had a group of 46 professionals who attended and the evaluations were all very positive. I want to voice a word of appreciation and encouragement for all you do to help educate us in planned giving."
"I have attended 3 GiftLaw teleconferences. In every session, I have acquired information that has helped me be on the cutting edge of financial planning. The strategies discussed are representative of the cases we see in the field and can be put to use right away. The GiftLaw teleconferences are for me a vital resource!"
"We received an eGift as a result of the "Stock Rebound" GiftLegacy Teleconference. A gentleman, Class of 1952, attended the teleconference at our office and indicated that he would like to consider a unitrust. He and his wife funded a $300,000 Two-Life Unitrust. This gentleman is a very active and influential former student and we believe he will encourage others to follow his example."
"We had a tremendous response to the GiftLegacy Teleconference entitled "Avoiding Accidental Disinheritance." We normally have 40 donors in attendance and for this teleconference we had 110! Two families who were past donors attended and we were able to meet with them personally. The GiftLegacy Teleconferences provide wonderful opportunities for our development staff to build relationships with our donor friends and we benefit from the national experts."
"We are thrilled with the response to our first GiftLegacy Teleconference. It stimulated four gift annuities from a guest list of just twelve individuals and couples. We were so pleased that we hosted another GiftLegacy Teleconference. At its conclusion, one of our guests informed me that she might be interested in a gift annuity. Within a week, she established a $50,000 gift annuity. We continue to explore gift options with several other guests from these teleconferences. Thanks, Crescendo, for helping open doors; and sign us up for the next teleconference!"
"Our attendance at the April Teleconference was 54 for the GiftLegacy program and 20 for the GiftLaw! The Crescendo Teleconferences are an integral part of our marketing strategy to raise the profile of The ACU Foundation as a community service organization. We combine the teleconferences with other activities to provide high quality professional resources to the lay community and to allied professionals. Friends and donors value the professional quality of the programs and the practical information as a basis for personal planning, and allied professionals appreciate the professionalism and the creative approaches to solid financial and estate planning. Both groups are a source of gift planning opportunities."
Dan T. Garrett, CFP ™
President
The ACU Foundation