Crescendo Lite is a selection of popular gift plan scenarios. It is ideal for a charity's "on-the-road" staff, a charity just starting a planned gifts program and allied professionals needing the reliable calculation and client presentation tools of Crescendo.
Gift Models
- One to Eight Life Unitrust/Document
- Retirement/FLIP Unitrust/Document
- Sale vs. Unitrust
- Sale and Unitrust Combination
- Unitrust and Life Insurance
- One and Two Life Annuity Trust/Document
- Current Gift Annuity/50-State Document
- Deferred /Flexible Gift Annuity/Document
- Grantor Retained Unitrust/Annuity Trust
- Qualified Personal Residence Trust
GiftLaw Pro
GiftLaw Pro is a planned giving tax reference library with over 14,000 links. Select a link and you can view any topic and take a quiz; look at related information and view the actual regulations, private letter rulings or cases. You will find GiftLaw Pro to be your primary source for planned giving information in the future!
- What is Crescendo Lite?
- What are the key features of Crescendo Lite?
- Does Crescendo work on Vista?
- What are Crescendo Lite's requirements?
- What is the cost of Crescendo Lite?
- What is included in the purchase?
- What kinds of organizations use Crescendo Lite?
- Is demonstration software available?
- What is Crescendo Lite?
- Crescendo Lite is a carefully selected set of 10 of the most widely used programs from the full Crescendo Planned Giving Marketing System. It is designed for use by qualified financial professionals and field staff of charities. Crescendo Lite includes five unitrusts, a current gift annuity, a deferred gift annuity, an annuity trust, a GRAT, a QPRT, unitrust documents and a 50-state gift annuity document.
- What are the key features of Crescendo Lite?
- Crescendo Lite is designed for organizations and individuals who want select programs of Crescendo Pro at an affordable price. The ten programs in Crescendo Lite are the same as those in Crescendo Pro and have both the power and persuasiveness of Crescendo graphics and its donor-friendly proposals.
- 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 permission to the Crescendo directory.
- What are Crescendo Lite's requirements?
- A Pentium or Pentium-compatible computer, Windows 2000/XP/Vista. Hard disk space 80MB.
- What is the cost of Crescendo Lite?
- Crescendo Lite-$150/$150 Annual Update Service.
- What is included in the purchase?
- Crescendo Lite Software CD, a detailed Electronic Users Manual and computer and planned giving support services.
- What kinds of organizations use Crescendo Lite?
- Attorneys, CPAs, CLUs, Financial Planners, and Field Staff of Charities.
- Is demonstration software available?
- A FREE 90 Day Trial use of the Crescendo Lite System is provided by calling 1-800-858-9154.
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 | $150 | |
| Annual Maintenance | $150 | |
| Total Purchase Price | $300 |  |