Gift Annuity Administration
Crescendo's gift annuity administration services help your organization manage charitable gift annuities and comply with state requirements. We also provide expert support and easy-to-use software that helps you with a variety of administration tasks related to gift annuities.
Don't the let complexities and regulations of gift annuities steer you away from your goals. We are here to help you get started.
State Registration, Notification & Filing Fees
State registration can be a challenging process with the required submission of numerous documents and detailed financial data. Crescendo helps organizations compile and submit appropriate registration or notification information and track the progress of the organization's status with each applicable state.
State Regulatory Structure
Gift annuities are subject to regulation by the State Insurance Commissioner in most states. A gift annuity is regulated by the law of the state where the donor has legal residency. Find out about your state's gift annuity requirements.
The American Council on Gift Annuities (ACGA) publishes the suggested charitable gift annuity rates used by most charities. As part of its ongoing review process, the Rates Committee of the ACGA monitors and evaluates investment returns and mortality assumptions used to create the rate schedule.
Gift Annuity Administration Software (Crescendo Admin)
Our Crescendo Admin Software helps your organization track annuity balances, print checks, create state reports, print and file tax returns as well as annual filing information required by certain states. Crescendo Admin interfaces with Crescendo's donor proposal software, making it an easy, fast and comprehensive solution.