Crescendo Interactive, Inc. - Gift Annuity Administration Seminar

This seminar will show you step-by-step how to make the most of the Crescendo Admin gift annuity administration software and discuss charitable gift annuities: current, deferred, and specialized annuities such as the flexible or college annuity. You will learn how to use Crescendo Lite and Pro results to create data records for each annuitant, create monthly reports, generate monthly check distribution, calculate the reserve account balance, make distributions, prepare the year-end 1099R's, create state present value reports, use electronic checking and much more. It's an excellent way to learn how to make the best use of the Crescendo Admin Software program. If you are thinking about in-house gift annuity administration, come and explore the options. Receive five free GiftCollege credits when you register!

Explore charitable gift annuities including current, deferred, flexible and college annuities. Benefit from this step-by-step training on the Crescendo Gift Annuity Administration Software.

Personalize the software for your institution
Set up user accounts
Maintain records for multiple charitable organizations
Export gift annuity records from Crescendo Pro and Lite
Create data records for each gift annuity agreement
Maintain donor records and annuitant records
View/print summary reports of people, gifts and payment schedules
Create monthly reports
Generate check distribution for a selected period
Prepare 1099R forms for each annuitant
Prepare audit reports (present value calculations)
End-of-contract accounting
Database maintenance features and security

"Thanks to Crescendo, every year our 1099 processing is flawless. Sometimes we take excellence for granted. It is nothing short of a minor miracle that all that data and information is tracked, processed and accurately distributed. You made me and The Trust Company of Virginia look very good. Our clients are thrilled. Thank you!"

Wayne Olson
V.P. Charitable, Foundation & Endowment Group
The Trust Company of Virginia

"Thank you for another great seminar. The Crescendo Gift Annuity Administration Seminar was all that you said it would be and more! Having the opportunity to learn and use this new software was like receiving an early Christmas gift. The time savings are tremendous. I've found the software to be extremely user friendly and the ability to export data from Crescendo Pro into the Administration program is a real time saver. This software should be in every Planned Giving office that issues gift annuities. Thanks again."

Lorraine Konosky
Assistant to the Director of Planned Giving
Michigan Tech Fund

"P.S. You have the best staff I've ever worked with, both with their seminar presentations and their phone support. Keep up the good work!"

"The Crescendo Admin Seminar was exactly what I needed. The content was very well organized with good flow and the instructors were extremely knowledgeable and helpful. They encouraged questions and were skillful in their ability to individualize the software application to fit our specific use. Using the Crescendo Admin Software throughout the seminar made it easy to gain confidence and to expect success back at the office. Thank you for helping us make our gift annuity administration so easy!"

Susan E. Fisher
Charitable Advisor
Univest Foundation

Seminar	Dates
Gift Annuity Administration Chicago, IL	7/15/2008	-	7/15/2008
Gift Annuity Administration Camarillo, CA	11/06/2008	-	11/06/2008