Frequently Asked Questions

  1. Why is GiftAttorney Pro free?

    GiftAttorney Pro is designed to assist in creating relationships between gift planners and attorneys throughout the nation. The FREE program enables the GiftAttorney and gift planner to start implementing seminars and to assist donors in completing estate documents. Charities use Crescendo's nationwide attorney database to refer their donors to qualified estate planning attorneys. With all the value in GiftAttorney Pro and the referrals produced through seminars or the relationships with GiftLegacy charities, many attorneys will have a substantial new revenue stream. Hopefully, many of those donors will leave bequests and charitable trusts for charities.

  2. What services are included with GiftAttorney Pro?

    The GiftAttorney Pro will receive CresLite software, and 10 credits for GiftCollege.com. All of these capabilities will facilitate referrals and the drafting of wills, trusts, powers of attorney, advance directives and other documents.

  3. Do clients still pay for these estate planning documents?

    The attorneys will have a normal business relationship with any clients, this relationship is separate from Crescendo Interactive, Inc. Because of the efficiencies of the GiftLegacy Wills Planner and GiftAttorney Pro, some attorneys may choose to offer discounted rates if an individual completed an online Wills Planner information sheet, but that is a decision made by each GiftAttorney.

  4. What are the requirements for participation in GiftAttorney Pro?

    There are two basic requirements. First, you must be an attorney and member of a state bar association in good standing. Second, by joining the GiftAttorney database you accept the terms of the GiftAttorney Agreement and agree to include appropriate client disclosure and waiver language in any client engagement letter or similar document.

  5. How can I become a GiftAttorney? What is the approval process?

    You may very easily become a GiftAttorney. Simply sign up online and Crescendo will verify that you are a member in good standing of a state bar association.

  6. Can I be a GiftAttorney in multiple states?

    You may be a GiftAttorney in multiple states provided that you are a member of the bar and in good standing in each state.

  1. How can I know that I am working with a GiftLegacy charity?

    GiftLegacy charities have a planned giving website with the copyright located in the footer indicating GiftLegacy and Crescendo Interactive, Inc.

  2. If I am working with a charity that is not yet a GiftLegacy charity, how should they contact Crescendo?

    They may call 1-800-858-9154 or visit Crescendo's contact page.

  3. What security arrangements are there for the Wills Planner?

    Crescendo's cloud-based systems can be accessed through our proprietary website portal. Within that portal, clients can utilize our cloud-based software (including CresPro, CresEstate and CresLite). There are multiple layers of security for our cloud-based services. Crescendo uses Amazon Web Services (AWS) to provide infrastructure management of the GiftLegacy websites, CresManager, CresPro and related software systems. Our network is hosted in redundant and reliable data centers that include built-in backup and recovery systems. User data is encrypted through individual website SSL certificates and is then transmitted over a private network to segregated database servers behind the layered firewalls. All of our servers are based in the United States.

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