Registrants in our annual Creating a Legacy Conference in August were pleasantly surprised to find the “Provide and Protect” track of seminars featured Dr. Charles Schultz, one of the world’s foremost authorities in helping people leave a financial legacy.
Charles is President and CEO of Crescendo Interactive, the largest provider of planned giving solutions in the world (8,000+ clients), and a long–time friend of Mount Hermon. He publishes weekly GiftLegacy and GiftLaw eNewsletters, and teaches at seminars and teleconferences. He received his law degree from the University of Michigan, with a tax specialization from Washington University School of Law.
He was very helpful in the establishment of Mount Hermon’s Redwood Society, along with his friend, the late John Watts, and is a champion of causes that get Christians to take action and control of their estate plans.
In addition to the expertise of Dr. Schultz at the four–day conference, seminars were also taught by E. J. Hong, a certified specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. Her passion for estate planning and protecting families came from her own mother’s death when E. J. was just 17 years old. The vivacious E.J. was a perfect complement to Charles’ very quiet and dignified presence! The twenty or so of us who spent three mornings together enjoyed getting to know each other and seeing how God was using each person to further the Kingdom now and even beyond our earthly lives.
Also assisting in the conference was J.R. Loofbourrow, Director of Advancement, and Rob Faisant, immediate past–president of Mount Hermon’s board of directors and a recently retired estate planning expert and attorney.