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. Each year he is producer and moderator for the popular GiftLaw teleconferences. 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 30 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. Charles is certified as an ePhilanthropy Master Trainer and serves on the board of the ePhilanthropy Foundation. He also is Chair of the Board of the Christian Foundation of the West.
Kristen Schultz is Senior Vice President of Crescendo Interactive, Inc. Kristen is responsible for tax planning advisement, client education and consultation for Crescendo's software and Internet products. She is a frequent speaker and writer in the area of gift planning and conducts seminars nationwide on strategies to identify and close major gifts. Kristen oversees Crescendo's GiftAnnuities 1 2 3 administration program, GiftLegacy eMarketing services and provides Crescendo staff with legal counsel and support. She is a principal faculty member of the popular GiftCollege planned gifts eLearning program and an editor of the GiftLaw weekly eNewsletter and charitable online tax reference guide.
Prior to joining Crescendo, Kristen served as Counsel to the Assistant Secretary of Education in Washington, D.C. Previously, she was Oversight Counsel to the Committee on the Judiciary of the U.S. House of Representatives. Kristen received her J.D. from the University of California Los Angeles School of Law where she served as Editor of the UCLA Law Review. She is completing her L.L.M. in Taxation at the Loyola School of Law. She graduated Summa Cum Laude with a Bachelors in Philosophy and Business from Westmont College.
Kristen is a member of the State Bar of California, the District of Columbia Bar and the Maryland State Bar. She serves on the American Council on Gift Annuities (ACGA) Committee on State Regulations and Communications Committee, is a member of the Planned Giving Roundtable of Ventura County, California and a Certified Master Trainer (ePMT) with the international ePhilanthropy Foundation.
