Charles Schultz is a California attorney who specializes in charitable giving and estate planning. He is President of Crescendo Interactive, Inc. and is the principal author of the Crescendo Planned Giving Software and the GiftLegacy Pro eMarketing System. In addition, he is editor for the GiftLaw.com charitable tax planning web site, the GiftLaw Pro charitable tax service and also edits the weekly GiftLaw and GiftLegacy eNewsletters.
Charles writes, speaks and publishes extensively. He teaches over 50 planned giving seminars per year and is the creator of GiftCollege.com, an Internet education program for gift planners and professional advisors. Charles assists a select group of business owners/trustees of major charities in charitable estate planning. He received his law degree from the University of Michigan. He also is Chair of the Board of the Christian Foundation of the West.
Kristen Schultz is Senior Vice President for Crescendo Interactive, Inc. Kristen is responsible for tax planning support, client education, and consultation for Crescendo's software and Internet services. She speaks and conducts seminars and training events nationwide.
Kristen serves as a principal faculty member for GiftCollege and is an editor for the GiftLegacy and GiftLaw weekly eNewsletters and the GiftLaw Pro charitable tax reference guide. Kristen writes daily tax updates for CrescendoTweet and her planned giving blog at http://www.kristenschultz.blogspot.com.
Kristen has experience working with non-profits, colleges and universities in both the private and government sectors. Previously, Kristen served as Counsel to the Assistant Secretary of Education in Washington, D.C. Prior to that, she was Oversight Counsel to the Committee on the Judiciary of the U.S. House of Representatives. Kristen began her work in Washington, D.C. with a public affairs law firm now merged with Foley & Lardner, LLP and later worked for a public interest non-profit.
Kristen graduated Summa Cum Laude from Westmont College with a B.A. in Economics & Business and Philosophy. She obtained her J.D. from UCLA School of Law where she was Law Review Editor. She completed her LL.M. in Taxation with High Honors at Loyola School of Law.
Kristen serves as a board member for the American Council on Gift Annuities (ACGA), a member of the ACGA Committees on State Regulations and Communications, the Planned Giving Today Editorial Advisory Board, the Ventura County Planned Giving Council and as a board member and volunteer for several charities. She is a licensed member of the State Bar of California, the District of Columbia Bar and the Maryland State Bar.
