GiftLegacy Pro Features
GiftLegacy Pro provides essential elements for e-marketing that will expand your organization's gift closing potential. The GiftLegacy Pro Integrated Marketing System is the only totally integrated system that helps you build solid donor and professional advisor relationships and close more gifts.
Interactive Planned Giving WebsitesGiftLegacy's planned giving websites use your organization's branding and include motivating donor stories of giving, regularly updated articles, an online Wills Planner, personal gift illustrations, Advisor information and more. Request a personal demonstration and view of the power of the GiftLegacy system!
Mission VideosA personalized Mission Video will be created for you to introduce your web visitors to the work and mission of your organization. Your video will be professionally narrated and include music, images and animation. The video provides an overview of your planned giving website and thanks viewers for their support.
Weekly E-newslettersGiftLegacy provides the GiftLegacy E-newsletter for donors, and the GiftLaw E-newsletter for financial professionals. Each E-newsletter contains your branding, and includes timely articles, impactful stories and multiple links directing readers to your website. You may personalize the e-newsletter for the most impact.
Mobile-Compatible WebsitesGiftLegacy includes two planned giving websites: a customized planned giving desktop website and a mobile-compatible website. Both websites have rotating planned giving content and offer your donors the information they desire wherever they are and with whatever device they choose.
Royalty-free Marketing LiteratureWith the GiftLegacy system, you will have access to hundreds of royalty-free marketing literature including: ads, brochures, briefs, postcards, inserts, quarterly print newsletters and Wills Guides. All marketing literature is created using Adobe InDesign software. The InDesign files are provided to you to customize and use in mailings, newsletters and e-mail.
Desktop PrintingOn a tight budget? Desktop Printing files are designed and formatted to print from your desktop printer. With Desktop Printing, you can print high-quality planned giving literature on-demand.
CresPrintCresPrint is an easy-to-use, online literature and customization program. Using cutting edge technology. CresPrint allows you to quickly and easily personalize your literature for print marketing and send directly to a printer for production and mailing. Desktop printing is also available for printing from your desktop printer.
Provide and ProtectProvide and Protect is an integrated bequest marketing strategy. It includes a print version, and an online version of the Wills Planner, the multimedia estate-planning book, Provide & Protect, marketing literature and presentation materials. You will be provided everything you need to conduct successful bequest seminars onsite or remotely.
CresBequestThis feature of the GiftLegacy system consists of a webinar series with personal consultations, designed to enable you to quickly and easily develop an integrated bequest campaign, close bequests and increase the number of members of your legacy society.
MarketerMarketer is a comprehensive gift planning marketing guide with sample marketing plans. Marketer will help you create a planned gifts marketing plan that fits your budget and maximizes your organization's marketing potential.
My Plan with the SchedulerUsing the powerful GiftLegacy back-end system, you can easily and conveniently manage your annual marketing plan. Take advantage of the My Plan calendar, budget, overview and scheduler to build and manage a state-of-the-art integrated marketing program.
Social MediaThe GiftLegacy CresManager provides the capability to tweet to Twitter and post links to articles on your GiftLegacy website on Facebook. Articles include: Washington News, Finance News, Savvy Living and Personal Planner.
Web AnalyticsGiftLegacy analytics allows you to track the activities of visitors to your website, understand what they are viewing (gift preference), and assess their level of interest in a planned gift. Our proprietary analytic shows your top donors based on their unique web actions. Use Cresmanager analytics to target marketing to your best prospects, perform prospect searches by region and understand your donors' gift preferences.
GiftAttorneysCrescendo is building a nationwide group of attorneys with charitable receptivity. Donors may create online Wills Planner accounts and grant access to you and a qualified GiftAttorney. Donor updates will be flagged, permitting you to draft and revise wills and trusts 24/7.
Pro, Plus, Presents SoftwareThe Pro, Plus, Presents Software includes: the industry's number one proposal software, Crescendo Pro, for personalized e-proposals; Crescendo Plus for PowerPoint group seminars; and Crescendo Presents for notebook presentations.
CresLiteCresLite online software has the capability to run illustrations of gift annuities, unitrusts and annuity trusts. Using a Wi-Fi internet connection, you can update, run and print color proposals from anywhere.
Online Wills PlannerThe online Wills Planner is a step-by-step guide to planning your estate. Donors complete information on family, estate and goals using our secure online server. Donors may save the information and provide it to an attorney to complete their estate plans.
Web PresentsWith Web Presents, you now have planned giving software online! Create custom branded planned giving presentations for gift annuities, charitable remainder trusts, gifts of appreciated property, gifts coupled with sales of assets, sales and unitrusts and more. Create branded proposals online and by e-mail, or print and mail, to your donor prospects.
Field Staff MarketingWith GiftLegacy Field Staff Accounts, each team member is permitted to: send weekly e-newsletters to donors in their territory; use the Provide and Protect bequest marketing strategy; educate local Boards of Directors; be "friended" by donors through the Online Wills Planner; and have access to statistics and analytics that will help them focus on the best donor prospects.
GiftCollege for GiftLegacyTwenty-four high-definition videos on the Giftcollege for GiftLegacy program enable GiftLegacy Pro and Intermediate users to learn and apply the integrated tools discussed in the Multichannel Marketing seminars. Canít remember all the information from the seminar? Attend refresher marketing training from your office!
Board of Directors TrainingBoard of Directors training is a marketing strategy to educate and motivate your Board of Directors. The training includes 12 video programs to encourage your Board of Directors to set up bequests, gift annuities, life estates, unitrusts and gifts of land or stock. Each lesson includes a 15 minute video, PowerPoint and article plus a 10-question quiz.
GiftCharityGiftCharity is a network marketing strategy that allows a GiftLegacy Pro subscriber to assist smaller affiliated organizations (GiftCharities) in offering planned gifts. The GiftCharity program provides smaller organizations with a branded webpage, wills and gift annuity brochures, a wills guide and weekly e-newsletters for their donors.
GiftLaw NewsDo you need top-quality charitable training for your quarterly meetings with professional advisors? GiftLaw News is a charitable tax-planning video program taught quarterly by Charles Schultz and other nationally-recognized attorneys.