October NAEPC Webinar - Blended Gifts for Boomers

Date: Wednesday, October 10, 2018
Time: 12:00pm - 1:00pm
Location: Dunham Trust Company - 241 Ridge Street, Suite 100
Speaker: A. Charles Schultz, JD

Come join us for the October NAEPC Webinar

Please come 15 minutes early to gather lunch.

Time: 12:00 pm to 1:00 pm

Location - Dunham Trust Company


The Robert G. Alexander Webinar Series - Blended Gifts for Boomers

Major clients of professional advisors are often involved in philanthropy.  Most have two personal goals – make their mark through a high-impact gift and be fair to family.  They will show extreme gratitude to an advisor who helps them achieve their most important personal goals.  The twelve plans in Blended Gifts for Boomers show you how to help clients make maximum impact gifts – part today and the larger gift through their estate.

Charles Schultz is President of Crescendo Interactive, Inc. and is the principal creator of CresPro charitable tax planning software and the GiftLegacy Pro eMarketing System.  In addition, he is Editor for the GiftLaw Pro charitable tax service and the weekly GiftLaw eNewsletter.  He teaches over 30 planned giving seminars per year and is Founder of GiftCollege.com, an Internet education program for gift planners and professional advisors.  His law degree is from the University of Michigan.  Charles is on the Board of Directors for the Christian Foundation of the West.

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