Answers to Planned Giving Questions
The Community Foundation makes effective use of Crescendo, the planned giving industry’s #1 software. Crescendo provides in-depth information on planned giving concepts and tools often used by donors. This powerful software delivers everything you need from persuasive donor-friendly proposals and e-proposals with personalized flow charts and color graphs to detailed technical explanations, trust documents, and tax reference.
Major areas discussed include topics such as: charitable trusts, gift annuities, appreciated securities, real estate, and charitable tax rules. Each topic describes the concept, how it works, the tax consequences, key advantages and disadvantages, and planning ideas and considerations.
Contact the Western Indiana Community Foundation to learn more about this valuable resource (Crescendo) and how it can enhance the services that you provide to your clients at (765) 793-0702 or firstname.lastname@example.org.