A. Charles Schultz
"My goal is to spread planned giving information to as many Aggies as possible. With Crescendo products I am able to make sure that information is accurate, timely and customized to meet any donorís need. We have had great success with the Provide & Protect book that we use as part of an Estate & Gift Planning Kit. In the past eight months we have sent out over 700 kits with more going out every day. Thatís 700+ people reading about gift planning options, 700+ people knowing what the Texas A&M Foundation does and 700+leads on possible planned gifts."
Angela R. Throne '03
Assistant Gift Planning Officer
Texas A & M Foundation
"Provide & Protect has been given out to numerous donors and all board members. We have had early success when we have followed up and had intentional discussions and asking them questions about the book; what section did they read? What did they learn? etc. These follow up discussion have lead to some significant movement. One board member has just begun finalizing her gift to St. Mary after reading the section on Lifetime Plans; Gifts of Homes. We also have a donor couple who own a lot of real estate and is leaving us a large end of life gift. Provide & Protect, after they read it, allowed us to start the conversation with them about how a CRT might be a "Tax Strategy" they would want to consider. They were almost in disbelief when they found out how they could donate the same amount to charity that they had already pledged and receive substantial tax benefit. They have already set up a meeting with us in April to begin the process of setting up a CRT. Another board member has now agreed to meet with us to explore a lifetime gift after we followed up to see if she had read Provide & Protect."
Director, Special Gifts
St. Mary Medical Center Foundation