The industry's #1 planned gifts marketing software! Crescendo Pro delivers everything you need from persuasive donor-friendly proposals and eProposals with personalized flow charts and color graphs to detailed technical explanations, trust documents, and GiftLaw Pro tax reference.
With a user-friendly interface, Crescendo Pro is designed to help users with planned giving, regardless of their experience and knowledge of the software. In addition, users have access to expert customer support whenever they need it.
Crescendo Pro offers over 50 gift plans to meet the needs of your donors. Below is a list of many of the gift plans included in Crescendo Pro.
- Gift Annuities
- Current
- Deferred
- Flexible
- Retirement Annuity
- Annuity For Home
- Annuity Trusts
- One and Two Lives
- Three to Six Lives
- Term of Years
- Education Annuity Trust
- Pooled Income Funds
- Lead Unitrusts
- Lead Annuity Trusts
- EZ Lead Trust
- Double Discount Lead Trust
- Lead Supertrust
- Life Estate Reserved
- Unitrusts
- One to Eight Lives
- FLIP Unitrust
- Term of Years
- Life Plus Term of Years
- Education Unitrust
- Retirement Unitrust
- Sale/Unitrust
- Home Sale/Unitrust
- Sale vs. Unitrust
- Unitrust and Insurance
- FLIP Term of Years
Crescendo Pro gives users the ability to compare different gift plans and to analyze which one is the best for the donor. The Gift Analyzer lets users compare up to 8 different plans.
- VIDEO HELPS - includes on-demand GiftCollege video explanations and best methods for closing all types of gifts.
- AUDIO HELPS - includes over 150 one-two minute explanations and mini case studies for gift annuities, unitrusts, lead trusts, IRAs, and pension plans.
- GIFTLAW PRO - a complete interactive charitable giving and tax reference service that answers all of your planned giving questions.
- HELP SYSTEM - a context-sensitive advisory tool that assists with data entry in each field and enables you to search for specific topics.
- CALCULATOR - a handy tool that quickly determines life expectancies, gift annuity rates, income and estate taxes, present values, and more!
- ELECTRONIC MANUAL - full users manual with operating procedures, search features, helps and proposal descriptions with sample illustrations.
From cover sheets, charts, text explanations to personalized letters, Crescendo Pro has over 20 different print options for users to easily print as needed.
From the simple to the complex... whatever best helps donors understand their gift plan, the in-depth text explanations provide qualified answers. The multiple page document featured at the right, provides a clear explanation for the professional advisor.
- What is Crescendo Pro?
- What are the key features of the system?
- Does Crescendo work on Vista?
- What are Crescendo Pro's requirements?
- What is the cost of Crescendo Pro?
- What is included in the purchase?
- Can the software be installed by the user?
- What is the number of current installations?
- What kinds of organizations use Crescendo Pro?
- Can you load Crescendo Pro on a network?
- Is a demonstration set of software available?
- What kind of training is offered?
- What is the cost of training?
- What is the location for such training?
- What technical support is offered?
- What is included with support?
- How often are updates provided?
- What is the cost of the support?
- What is the background of the company?
- What is Crescendo Pro?
- Included in Crescendo Pro's 50 programs are calculations and marketing proposals for planned gifts such as Current, Flexible and Deferred Gift Annuities, Unitrusts and FLIP Unitrust, Annuity Trusts, Transfer of IRA into Testamentary Unitrust, Home Buy-Down, Bargain Sale, Education and Retirement Unitrusts, Lead Trusts, Estate Models, Electronic Tax & Gift Planning Library, Unitrust Documents, 50-state Gift Annuity Documents and more.
- What are the key features of the system?
- Crescendo Pro's main strength is simple graphics and flow charts that communicate effectively with senior persons. Crescendo's one-on-one presentations with high quality print and full color graphics are both powerful and persuasive.
- Does Crescendo work on Vista?
- Several organizations are successfully using Crescendo on Vista. It works fine if you install the software as an administrator and the user has full read and write permissions to the Crescendo directory.
- What are Crescendo Pro's requirements?
- A Pentium or Pentium compatible computer, Windows 2000/XP/Vista. Hard disk space 100MB.
- What is the cost of Crescendo Pro?
- Crescendo Pro Software $995/$595 Annual Update Service.
- What is included in the purchase?
- Crescendo Pro Software CD, a detailed Electronic Users Manual and Computer and Planned Giving Support Services.
- Can the software be installed by the user?
- Yes. Crescendo Pro comes with simple installation instructions and may be easily installed by the user. For Windows 2000, XP and Vista, you may need administrator's rights to install.
- What is the number of current installations?
- Over 3,400 Organizations and 6,500+ users.
- What kinds of organizations use Crescendo Pro?
- Colleges, Universities, Healthcare Organizations, Social Service Organizations, Religious Organizations, Financial Professionals, CPAs, Attorneys, CLUs, Banks.
- Can you load Crescendo Pro on a network?
- Crescendo Pro can be installed on a network and operated by a single user.
- Is a demonstration set of software available?
- Yes. A FREE 90 Day Trial use of the complete Crescendo Pro system is provided by calling 1-800-858-9154.
- What kind of training is offered?
- Crescendo offers seminars which include both hands-on computer training and planned giving. The 1-Day Intro Seminar is a basic overview of the Crescendo Software System and provides training on the most popular programs of Crescendo. The 3-Day Comprehensive Seminar teaches the more basic programs of Crescendo and features both computer training and gift planning concepts essential to making proposals and presentations to donors. The 2-Day Advanced Seminars are for experienced users and highlight the more complex programs such as options for funding education and retirement, the lead trust, charitable estate planning models, family corporations, unitrust insurance replacement and rolling over an IRA into a testamentary unitrust.
- What is the cost of training?
- 3-Day Comprehensive Seminar-$495, secretary registered with executive-$250, 1-Day Intro Seminar-$175, Crescendo Lite users may attend first day only of the Comprehensive Seminar-$175, 2-Day Advanced Major Gifts Seminar-$495.
- What is the location for such training?
- Most seminars are taught at the Crescendo computer classroom in Camarillo, California. In addition, Crescendo provides computer and planned giving training in major cities each year.
- What technical support is offered?
- Crescendo is known across the country for its uncompromising service and expertise. No other company provides so much in-house planned giving and computer support. Charles Schultz, J.D., author of Crescendo has an extensive background in planned giving and his team of tax law experts are available by phone to give users the support and expertise needed to create proposals and close planned gifts.
- What is included with support?
- Included as part of Crescendo's service contract is unlimited telephone consultation on both computer and tax planning issues, tax updates, weekly eNotes, quarterly Crescendo Notes newsletter, "Rate of the Month" letters, and annual program enhancements. Crescendo also offers educational seminars featuring both hands-on computer and planned giving training.
- How often are updates provided?
- Crescendo Software is updated semiannually with tax changes and program enhancements.
- What is the cost of the support?
- The $595 Annual Update Service includes both computer and planned giving support.
- What is the background of the company?
- Serving charities and financial professionals since 1984, Crescendo continues to be the leading supplier of Planned Giving Software in the nation. Charles Schultz, author of Crescendo, has been actively involved in the field of planned giving for the past 21 years. Crescendo grew out of his desire to encourage philanthropy by providing tools to help charities serve donors and close major planned gifts. He writes and publishes extensively each year. In addition to his speaking engagements and his work on Crescendo, he teaches over 30 Crescendo seminars per year and assists many organizations and professionals in charitable estate planning.
Free
90 Day Trial Software
Use our Trial Software Request Form to request your 90-day trial or call 1-800-858-9154.
Purchase Software
| Initial Purchase Price | $995 | |
| Annual Maintenance | $595 | |
| Total Purchase Price | $1590 |  |