Expect a Dramatic Increase in IRAs to Testamentary Unitrusts
The SECURE Act repeals the stretch IRA beneficiary payouts and changes the time from life expectancy to 10 years. What plan could replace the former stretch IRA distribution? Could a plan combine the tax-saving benefits of a stretch IRA with a term-of-years or life payout to children or other heirs? Could this plan also have the tax-free growth benefit of a stretch IRA? While it sounds too good to be true, the IRA to testamentary unitrust plan includes all of these benefits.
Crescendo's 2019 groundbreaking communications study - Reach, Recognize & Retain Your Best Donors - features donor gift trends and demographics based on never before released data from Crescendo's cloud software and integrated marketing system.
Crescendo Reaches New Milestone with Cloud-Based Software
Crescendo's most popular planned and major gift illustration software, CresPro, is now cloud-based. With the new CresPro online software, Crescendo offers gift planners and major gift officers greater flexibility and unparalleled access to the tools necessary to successfully do their job and close more gifts.
As the nation's largest planned giving services provider, Crescendo Interactive is proud to work with these organizations among many others:
Michigan Tech University
"We have worked with Crescendo Interactive for over 17 years and are early adopters of each innovative component in their comprehensive suite of services. Major, blended, and planned gifts have steadily increased; in the last three years, Michigan Tech raised $129 million! Crescendo Interactive is a great partner in building our giving program and we look forward to continuing to work together to reach new heights in philanthropic support."
Archdiocese of Los Angeles
"Our Planned Giving Office was virtually non-existent when we re-grouped in the spring of 2015. One of the first partnerships we secured was with Crescendo. We launched a professional website with valuable information for our donors and advisors, and began to implement our eNewsletters for our donors and professional advisors. We now have over 2,000 donors in our database and 90 advisors, and we started everything from scratch. Thanks to Crescendo and all of our training with their marketing team, we launched a very successful seminar program, and we continue our touchpoints now with our donors. Since implementing our eNewsletter, our open rate is above average and we have few unsubscribers. Our wills planning kit is worth its weight in gold! Since we started using GiftLegacy Marketing, we have raised over $74M in planned gifts!"
Calvert Marine Museum
"Imagine my surprise and delight. I printed my first personalized CGA proposal and received a check for a $20,000 CGA. Next, I designed a proposal requesting $25,000 in cash to purchase a Megalodon Shark Jaw, and presented the proposal to a local dentist office - playing on the tooth connection. The donor was blown away, and I got 100% funding! We look forward to closing more gifts in the future with the power of Crescendo's new custom donor proposals."
University of Cincinnati Foundation
"With Crescendo's marketing, we are able to reach more alumni and friends than ever before, in a very cost effective way, to provide meaningful gift planning messages. Visits to our gift planning website have increased, responses to our marketing campaigns are providing valuable leads and our Provide and Protect seminars have resulted in multi-million dollar planned gift conversations. Since starting to use Crescendo's GiftLegacy tools and services in the fall of 2014, we have booked over $134 million in planned gifts!"