"This seminar was an excellent resource for learning about the different ways that our prospects and donors who are business owners can help the University and, at the same time, benefit themselves and their families. While this conference provides ample information for the professional who prepares the charitable gift plans, it also is valuable for the planned giving professional who primarily needs ideas to discuss with the donors and their advisors."

"Most of us in the development profession have clientele who are business owners. In many cases they have built their businesses from the ground up through a lot of sweat and hard work.

What most of us in this field don't fully understand is how we can help these special people make a meaningful transfer to the next generation without giving the lions share to Uncle Sam. The Business Planning Seminar can prepare anyone interested in helping their clients identify better ways to provide wealth transfer while limiting taxes.

I have attended many seminars on Major and Planned Giving and have close to 20 years experience in the development field but the Business Planning Seminar stands out as being the most helpful to my business clients while benefiting charity in the process."

"Some of our greatest opportunities for major gifts are from people who start or own their own businesses. The Business Planning Seminar equipped me to help these friends achieve their charitable goals. Whether their gifts involve their qualified retirement plans, a gift of corporate property or a gift of closely held stock, they will provide tens of millions of dollars for the benefit of our students and faculty. Thanks to Crescendo for providing me with the skills to work with these generous friends of The University."

"I found the entire session very clear and useful - the best Crescendo program that I've attended. I've already put the information about IRA CRTs to work on a $1.3 million proposal."