Friday, April 11, 2014

Attend Crescendo's Practical Planned Giving Conference!

Don’t miss Crescendo’s 11th Practical Planned Giving Conference (PPGC) on September 29-30 in San Diego at the beautiful Paradise Point Resort & Spa. Experience two full days of learning and 48 breakout sessions taught by leading speakers and fundraisers at the Industry’s largest user conference. This year’s conference theme is The Future is Bright with keynote speaker and planned giving expert Russell James who will pre-release to conference attendees his 20+ year national study tracking charitable estate plans for adults over the age of 50. Take advantage of Early Bird pricing – only $545 until June 30.  Group rates for 3 or more (from the same organization) – $395! Register today at

Monday, March 31, 2014

Crescendo Celebrates 30 Years!

On April 1, 1984, Crescendo commenced service to the gift planning community. As we complete our 30th year, a heartfelt thanks to all from Ardis and Charles Schultz and Kristen and Chris Jaarda. It is a great privilege to partner with you who educate, encourage and lift up those in need. You can join in the celebration by sharing a story about Crescendo and your success to We will be posting your stories on Facebook.

Monday, February 24, 2014

Do You Have a Planned Giving Mobile Website?

Did you know that last year more than 15% of visitors accessed planned giving websites using mobile devices? This is an increase of 72% compared to 2012! Donors are increasingly using mobile devices to access information about planned gifts. Crescendo provides nonprofits both a planned giving website and a mobile website. Your donors will be able to access your website whenever, wherever and with whatever device they choose. Contact one of our Multichannel Marketing Specialists to learn how you can increase your online presence.

Thursday, January 30, 2014

Simplify Gift Annuity Administration

Make gift annuity administration easy with Crescendo Admin Software.  Request a free 90-day trial of Crescendo Admin today.  Find out how easy it is to create data records for annuitants, run monthly reports, generate check distributions, calculate reserve account balances, prepare year-end 1099-Rs, create state present value reports, utilize electronic fund transfer and much more. 

Crescendo Admin Software now includes a GiftMail option that allows you to send a custom letter marketing the benefits of a gift annuity to your existing gift annuitants or to a list of potential donors. Call 800-858-9154 today for a 90-day free trial software.  Be sure to ask about no cost conversions from most other gift annuity administration software. 

Take Advantage of this Service from Crescendo!  GiftAnnuities 1*2*3.

Gift Annuities 1*2*3 makes management of gift annuities easy and affordable.  Let us help! This service includes:
  1. State Registration and Notification
  2. Crescendo Admin Software
  3. Annual Filings

Click here for details and then contact Daniel at to get started.  Learn how Crescendo can help you raise more gifts and provide tools for managing gift annuities.

Wednesday, January 22, 2014

Don't Miss Out on Early Bird Registration for PPGC!

Crescendo’s 11th Practical Planned Giving Conference will be held on September 29-30 in San Diego at the beautiful Paradise Point Resort & Spa! The theme for this year’s conference is The Future is Bright for Planned Gifts.

Texas Tech professor and planned giving expert, Russell James, JD, PhD will be the Keynote Speaker. We are excited to announce the pre-release to attendees of Dr. James' 20+ year national study tracking charitable estate plans for adults over the age of 50.

Don’t miss this once a year opportunity featuring the industry’s top speakers on the most cutting-edge topics in planned giving. Experience two full days, 48 breakout sessions and six informational tracks: Donor Insights, Donor Cultivation, Transforming Gifts, Fundamentals, Marketing and a Technical Track. You can learn more about PPGC 2014 at

To receive the special Early Bird Pricing, sign up by June 30 at Call our office at 800-858-9154 for group pricing.

Wednesday, December 18, 2013

Educate your Advisors with GiftLaw News

Do you need top-quality charitable training for your quarterly meetings with professional advisors? GiftLaw News is a charitable tax planning video program taught quarterly by Charles Schultz, Kristen Schultz Jaarda and a nationally-recognized guest attorney. This high-definition program is available in CresManager for GiftLegacy Pro subscribers. This quarterly one-hour program is perfect for updating and motivating your attorney and CPA friends. Contact us to learn more about GiftLaw News.

1099-R, 1096 Form Filing Information

As the filing deadline for filing 1099-R forms approaches, we wanted to remind you of some helpful filing information we have made available to you. To access our 2013 End of Year Checklist, Crescendo Admin 1099-R tutorials and step-by-step instructions for electronically filing 1099-R’s, visit After signing up for a free user-account, click on “Tutorials” on the left hand side of your screen and select “Crescendo Admin Software.” 

Remember, 1099-R forms need to be sent to your annuitants by January 31, 2014 and to the IRS by February 28, 2014. If you are filing online using the IRS electronic filing system, then your due date is extended to March 31, 2014. The 1099-R forms can be ordered directly from the IRS at 800-829-3676 or from other tax form vendors.