State registration can be a long and arduous process with required submission of numerous documents and detailed financial data. Many charities are issuing gift annuities in states without permission, while others are so frustrated with state compliance requirements that they have stopped issuing gift annuities in these states.
Crescendo's attorneys prepare your application and notification letters at a reasonable cost and in a time-efficient manner. Using a detailed checklist for each state, Crescendo makes certain all requirements are met. Crescendo's expert legal team collects the appropriate information and puts it together in filing form. Materials are reviewed for accuracy and completion and provided to you for final signature and mailing. Crescendo then tracks your registration status with the applicable state.
Questions
If you have any questions or would like to participate, please contact us at:
800-858-9154
State applications are completed sequentially according to your priorities. Notification letters are sent to you for review and submission. Crescendo's attorneys will help you develop a comprehensive gift annuity program and provide ongoing support in the process. Registration is priced by state in accordance with length of application and time required for completion.
Crescendo assists you in collecting the appropriate information, puts it together and tracks the progress of your registration status with the applicable state. The pricing for preparing the application is below by state. Please note that individual states each require their own registration fee, which is not included in the prices listed below.
| Registration Pricing (per State) |
| $550 |
California |
| $425
|
New Jersey and New York |
| $350 |
Arkansas, Maryland, Washington* and Wisconsin* |
| $230 |
Alabama, Hawaii and North Dakota |
| $150 |
Florida |
Crescendo will prepare a notification letter for you in each state in which you plan to issue gift annuities. For one low price, you can comply with all 16 notification states and begin issuing annuities in those states.
Notification States
$125 for all notification states: Alaska, Connecticut, Georgia, Idaho, Iowa, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Mexico, North Carolina, Oklahoma, Tennessee, Texas and West Virginia
*Some states require actuarial verification. Crescendo provides actuarial services for an additional fee.
