Thursday, September 21, 2017
GiftLaw Pro

About GiftLaw Pro

GiftLaw Pro is published by Crescendo Interactive, Inc. The corporate offices are located at 110 Camino Ruiz, Camarillo, California 93012. The phone is 1-800-858-9154 and FAX is 1-805-388-2483. The main web site is www.crescendointeractive.com.

Editor A. Charles Schultz, JD

Charles Schultz is a California attorney who specializes in charitable giving and estate planning. He is the President of Crescendo Interactive, Inc. and is the principal author of the Crescendo Planned Giving Software system. In addition, he is editor for the GiftLaw.com charitable tax planning web site and writes the weekly GiftLaw and GiftLegacy e-mail newsletters.

Charles writes, speaks and publishes extensively each year. His published articles include "Target Marketing For Planned Giving" in Fund Raising Management and "Charitable Options: The Use of an Option Agreement to Facilitate Gifts of Real Estate to Charitable Remainder Trusts," in Tax Management Estates, Gifts and Trusts magazine.

In addition to his speaking engagements and work on Crescendo, he teaches 30 planned giving seminars per year and assists a select group of business owners/trustees of major charities in charitable estate planning. With his active interests in the field of philanthropy, he also is a board member of the Christian Foundation of the West and is on the Technical Advisory Committee of the Ventura County Community Foundation. In addition, he is a past President of the Ventura County Planned Giving Roundtable.

Charles received his law degree from the University of Michigan, with further tax specialization training at Washington University in St. Louis. He and his wife Ardis have two daughters.

Assistant Editor Kristen Schultz Jaarda, JD, LLM

As Crescendo's Executive Vice President, Kristen Schultz Jaarda specializes in online marketing and social media for planned gifts. She is responsible for client education, and consultation for Crescendo's web services. She is a nationally recognized speaker, conducts seminars nationwide and is a principal faculty member of GiftCollege.

Kristen serves as a board member for the American Council on Gift Annuities (ACGA) and as a member of the ACGA Rates and State Regulations Committees, Editorial Advisory Board member for Planned Giving Today, Committee Member for the ABA Charitable Planning and Organizationís Group, past Legislative Chair and a board member for the Partnership for Philanthropic Planning of Greater Los Angeles (PPP-LA), a member of the Ventura County Planned Giving Council and a committee member and volunteer for several local charities. She writes daily for CrescendoTweet and her planned giving blog http://www.plannedgivingblog.com.

Previously, Kristen served as Counsel to the Assistant Secretary of Education in Washington, D.C. and was Oversight Counsel to the U.S. House Committee on the Judiciary. Prior to that, she worked in a public affairs law practice. Kristen graduated from UCLA School of Law where she was Law Review Editor. She completed her Tax LL.M. with honors at Loyola School of Law. Kristen is a member of the California State Bar, D.C. Bar and the Maryland State Bar.

Assistant Editor, Christopher Jaarda, JD

Chris Jaarda is an attorney and Senior Vice President of Crescendo's legal team. His responsibilities at Crescendo include client education, tax planning support, teaching at seminars, writing for Crescendo publications and leading Crescendo's GiftAttorney program. Chris has extensive experience in the use of social media in the context of charitable communication, outreach and fundraising. He has previously worked in private legal practice; as an attorney on Capitol Hill; for several charities in the Washington, D.C. area; and as a strategy and communication consultant to various charities. He holds a B.A. from Furman University, in Greenville, S.C. and received his J.D. from Villanova University School of Law just outside of Philadelphia, Pennsylvania. He is admitted as a member of the State Bar of Michigan, the Pennsylvania Bar Association and the New Jersey State Bar Association.

Assistant Editor, Tim Boone, JD

Tim Boone is an Assistant Vice President at Crescendo. He is responsible for client education and customer support for Crescendo's software services. In addition, he writes weekly articles for Crescendo publications and teaches at Crescendo seminars. He graduated from CSU Stanislaus with a Bachelor's Degree in Business Administration, and from Liberty University School of Law where he served as Symposium Editor of the Law Review and Chaplain of the Student Body Association.

Assistant Editor, Charles Van Patten

Charlie is a staff attorney at Crescendo. His responsibilities include client education, customer support for Crescendo's software services, teaching at seminars and producing weekly content for Crescendo's publications. Charlie comes to Crescendo after spending time in private practice. He holds a B.S. from Liberty University in Lynchburg, Virginia and received his J.D. from Liberty University School of Law where he served on the Student Bar Association. He is a member of the South Carolina Bar and the Virginia State Bar.

Assistant Editor, Brooke Eades

Brooke is a staff attorney at Crescendo. She is responsible for client education and customer support. Additionally, Brooke teaches at seminars and provides content for Crescendo's publications. Brooke graduated Summa Cum Laude from the University of Wyoming with a Bachelor's Degree in Journalism and Cum Laude from Pepperdine University School of Law. She is a member of the California State Bar.

Disclaimer

GiftLaw Pro is designed to provide accurate and authoritative information in regard to the subject matters covered. It is published and licensed with the understanding that neither the publisher nor the authors are engaged in rendering legal, accounting, financial or other professional service. If legal advice, or other expert assistance, is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a committee of the American Bar Association and a committee of Publishers.)




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