Our Products & Services
GiftLegacy, our integrated planned giving marketing system, helps you build donor and professional advisor relationships to close more gifts. It includes mobile-friendly websites, weekly enewsletters, mission videos and royalty-free literature.
Crescendo provides powerful applications for marketing major and planned gifts as well as administering gift annuities. Our software allows you to prepare custom proposals and presentations for various gift plans.
Our seminars, webinars and annual conference cover a wide variety of gift planning strategies. You can learn about offering bequests, issuing and administering gift annuities, establishing education and retirement unitrusts, gifts from IRAs, blended gifts and more.
GiftAnnuities 1•2•3, our administration service, assists your charity with state compliance and administration of charitable gift annuities. You can track annuity balances, print checks, create state reports as well as file tax returns and annual filing information.