The Provide and Protect strategy is a multimedia marketing solution for wills and bequests. 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 and marketing Success Steps.
Crescendo provides several versions of our popular print Wills Planner for you to customize for your organization. The print Wills Planner along with a customized Provide & Protect multimedia book are effective marketing tools and premiums for your donors.
The Provide & Protect multimedia book provides 44 chapters on estate planning and leads donors to your website to complete short quizzes after each chapter.
The Provide and Protect marketing strategy includes onsite or in-person seminars by a gift planner and GiftAttorney. These seminars are effective in building donor relationships.
To view a demo of the online Wills Planner visit www.giftplanning.com and select "Plan Your Will."
For more information on GiftAttorney Pro, visit www.GiftAttorney.com.