Regulated states and some other states require annual filings that report the issuing charity’s reserve levels, reserve investments, data on active annuity contracts and other operational information. A charity using Crescendo Admin software is able to easily calculate gift annuity reserve levels and create data reports. Crescendo helps you put reserve calculations and other requirements together for annual filings.
In addition, a limited number of states require verification of a charity’s contractual annuity liabilities and/or reserve calculations by a qualified actuary. Crescendo provides a qualified actuary for review and verification of calculations.
Crescendo’s in-house legal team is available for consultation throughout the annual filing process. Support is available five days a week to all GiftAnnuities 1·2·3 users and Admin software clients.
| Annual Filing Pricing (per State) |
| $50 |
Alabama, Florida,
North Dakota, Oklahoma |
| $150 |
Arkansas, Hawaii, Maryland, Washington*, Wisconsin*, California, New Hampshire, New Jersey, New York |
