GiftLegacy provides essential elements for eMarketing that will expand your organization's gift closing potential. The GiftLegacy Pro eMarketing system helps you build solid donor and professional advisor relationships and close more gifts.
Interactive WebsiteGiftLegacy's interactive website features your branding and messaging with motivating gift stories, fresh weekly articles of interest to seniors, online Wills Planner, personal gift illustrations and much more. View example sites or ask about a free demonstration!
Weekly eNewsletterGiftLegacy provides a GiftLegacy eNewsletter for donors and a GiftLaw eNewsletter for financial professionals.
Each features your branding and timely articles, impactful stories and multiple links directing recipients to your website. You may personalize the header and footer with your organization's weekly news.
Royalty-free Marketing LiteratureThe royalty-free marketing literature includes ads, brochures, briefs, postcards, inserts, quarterly print newsletters and Wills Guides. All customizable literature is created in Adobe InDesign for use in mailings, newsletters and email.
Pro, Plus, Presents SoftwareThe Pro, Plus, Presents system includes the industry's number one proposal software, Crescendo Pro, for personalized eProposals, the dynamic Crescendo Plus for PowerPoint group seminars and Crescendo Presents for notebook presentations — anywhere, anytime.
Mission VideosMission Videos feature images of your organization's mission set to music with computer graphics and animation. The video provides an overview of your planned giving website and thanks supports for their gifts that help continue your good work.
Desktop PrintingPrint and send planned giving brochures, briefs and wills guides instantaneously with the new Desktop Printing. CresManager now offers print-ready literature formatted for your color laser printer. With Desktop Printing, you can print high-quality planned giving literature as often as needed. Use Desktop Printing to print small quantities of brochures and briefs to have on hand as requested, for donor visits or gift receipt mailings.
GiftAttorneysCrescendo is building a nationwide group of attorneys with charitable receptivity. Donors may create accounts and grant access to you and a qualified GiftAttorney and then make updates as life changes occur. Donor updates will be flagged for you, permitting you to draft and revise wills and trusts 24/7.
Provide and ProtectProvide and Protect is an online and print bequest marketing strategy. It includes a print and online Wills Planner for donor visits, onsite and online seminar marketing and presentation materials, the Provide & Protect multimedia estate planning book, GiftAttorneys to complete bequest documents plus marketing Success Steps.
Field Staff MarketingWith GiftLegacy Field Staff Accounts, each team member is permitted to send the weekly eNewsletters to donors in their territory, use the Provide and Protect bequest marketing system, educate local Boards of Directors and be "friended" by donors through the Online Wills Planner, have access to statistics and analytics that will help them focus on the best donor prospects.
2013 Planned Gifts Online Marketing StudyHow many of your planned giving emails are opened and read? What gifts, assets and planning ideas are most popular on planned giving websites? How many visitors access your planned giving website through mobile devices? How many arrive on your site from social media pages? The results are in! Learn the answer to these questions and more in this year's ground-breaking study on planned gifts online marketing.
Certified Gift Planning MarketerWith 80 seminars in 80 cities over three years, the Bequest Boom™ marketing seminars have been a booming success. Attend refresher marketing training from your office! The 24 high-definition videos on the Certified Gift Planning Marketer (CGPM) program enable GiftLegacy Pro and Intermediate users to learn and apply the powerful multichannel marketing topics taught in Bequest Boom. If you watch all 24 lessons and answer the quiz questions, you can be a Certified Gift Planning Marketer! Refer to the Bequest Boom schedule on the back.
GiftLiteCrescendo is excited to be the first to announce the release of gift software on the Internet! GiftLegacy Pro™ users will find GiftLite available in CresManager.™ GiftLite has the capability to run illustrations of gift annuities, unitrusts and annuity trusts. With a Wi-Fi Internet connection, you can update and run and print color proposals from anywhere. Automatic updating is always done for you by Crescendo!