Thursday, May 24, 2012
Don't Miss Out on the Early Bird Discounted Rate for PPGC!
June 30 is the last day to sign up for the 2012 Practical Planned Giving Conference at the early bird discounted rate. Don’t wait, register now!
Join us for the Planned Giving Startup Seminar!
If you are just getting started in planned
giving or want to jumpstart your existing program, you will want to attend the
new Planned
Giving Startup Seminar. Learn the fundamentals of planned gifts
including guidelines for gifts of cash, stock and real property. Charitable
legal experts Winton Smith and Kristen Schultz Jaarda will guide you through
everything you need to know about offering bequests, gift annuities, charitable
remainder unitrusts and how to handle major gifts of appreciated assets.
Registration is now underway for Startup Seminars on June 25-26 in Washington,
DC and July 9-10 in Chicago. For more information and online registration, click here or
call 800-858-9154.
Monday, April 30, 2012
eMarketing Webinar: Facebook, Twitter and Analytics
You are invited to join a GiftLegacy webinar on Facebook and Twitter. The updated CresManager program enables quick and easy posts to both Facebook and Twitter. Now you can connect with your donors in new and very effective ways to encourage them to create major and planned gifts.
Analytics -- are you contacting your best donor prospects? This webinar will also cover the new donor analytics capability in the GiftLegacy 3.0 system.
How do you market when you know your best donor prospects? These questions and more will be answered during this informative and helpful session.
The CresManager also provides a tremendous resource for you to marketing bequest giving to your donors. Learn more about the Provide and Protect tutorials available to GiftLegacy subscribers with both eMarketing and print components to ensure bequest marketing success.
Who should attend? Gift planners and development staff who have access to your CresManager account for GiftLegacy 3.0 will be very pleased with these capabilities.
To register for this webinar, click here.
Analytics -- are you contacting your best donor prospects? This webinar will also cover the new donor analytics capability in the GiftLegacy 3.0 system.
How do you market when you know your best donor prospects? These questions and more will be answered during this informative and helpful session.
The CresManager also provides a tremendous resource for you to marketing bequest giving to your donors. Learn more about the Provide and Protect tutorials available to GiftLegacy subscribers with both eMarketing and print components to ensure bequest marketing success.
Who should attend? Gift planners and development staff who have access to your CresManager account for GiftLegacy 3.0 will be very pleased with these capabilities.
To register for this webinar, click here.
Friday, April 20, 2012
Don't Miss Out! Sign Up for a Bequest Boom Seminar Today!
The Bequest Boom seminar starts by highlighting the opportunity to reach both seniors and the 78 million baby boomers. It then covers the seven features of a 2012 gift planning website. The seven features of GiftLegacy 3.0 include:
1. Fresh Weekly Content
2. Branding Control and Messaging
3. Gift Closing For Attorneys/CPAs
4. Online Wills Planner
5. Provide & Protect Multimedia Book
6. Donor Relationship Manager
7. GiftAttorney Pro
To sign up click here or feel free to give us a call 800-858-9154.
Wednesday, February 29, 2012
Register Today for the 2012 Practical Planned Giving Conference!
Join us for Crescendo's 9th annual Practical Planned Giving Conference in Orlando at the Rosen Shingle Creek Resort on September 17-18! Click here to view the PPGC 2012 video.
The theme for the conference is Innovative Marketing. Our keynote speakers Holly Ross, President of the Nonprofit Technology Network (NTEN), and Steve MacLaughlin, Director of Internet Solutions at Blackbaud, will discuss the future of nonprofit technology and share new ideas that will transform your planned gifts marketing.
Join us for this once a year opportunity featuring the industry's top speakers on the most cutting-edge topics in planned giving. Experience two full days, six tracks and 48 breakout sessions on Innovative Marketing, Bequest Marketing, MegaGifts, Fundamentals, Gift Annuities and eMarketing. For additional training, sign-up for one of five instructional seminars offered the day after!
Learn more and register now for Early Bird pricing at www.practicalpgc.com. While you are visiting our site, be sure to click on the "Like" button and share this information with your friends. We hope to see you there!
Thursday, February 23, 2012
Sign up Today to Learn More About Social Media and GiftCharity
You are invited to join a GiftLegacy webinar on two innovative GiftLegacy features, Social Media and GiftCharity, using CresManager. Learn about the latest trends in how Social Media is being used for development/fundraising efforts. During this webinar, you will see examples of best practices from actual organizations. Then learn how CresManager can help you get started in your social media goals.
Also learn how a GiftLegacy organization with a more mature planned giving program now has the GiftCharity feature to support their affiliates. Many GiftLegacy Pro subscribers have affiliated smaller organizations who do not have a full-time gift planner but have boards, major donors and friends. With a GiftCharity web page, literature, eNewsletters and the optional Provide & Protect book, these smaller affiliates can enjoy the benefits of a high-quality bequest and planned gifts marketing program.
Who should attend? Gift planners and development staff who have access to your CresManager account for GiftLegacy 3.0 will be very pleased with these new capabilities.
The next CresManager webinar is Thursday, March 22 from 9:00 to 9:40 am Pacific Time (10:00 am MST, 11:00 am CST, 12:00 pm EST).
Click here to sign up.
Also learn how a GiftLegacy organization with a more mature planned giving program now has the GiftCharity feature to support their affiliates. Many GiftLegacy Pro subscribers have affiliated smaller organizations who do not have a full-time gift planner but have boards, major donors and friends. With a GiftCharity web page, literature, eNewsletters and the optional Provide & Protect book, these smaller affiliates can enjoy the benefits of a high-quality bequest and planned gifts marketing program.
Who should attend? Gift planners and development staff who have access to your CresManager account for GiftLegacy 3.0 will be very pleased with these new capabilities.
The next CresManager webinar is Thursday, March 22 from 9:00 to 9:40 am Pacific Time (10:00 am MST, 11:00 am CST, 12:00 pm EST).
Click here to sign up.
Tuesday, February 7, 2012
Attend the Business Planning Seminar!
American corporations now have record cash levels. Thousands of your business owner friends have been waiting to decide when the best time is to sell and retire. Plus, there are reasonable prospects for business sales in 2012.
This may the best year in the past decade for business owner charitable gifts. All three factors will lead business owners to consider a sale this year. Your best opportunity for a major planned gift is when your business owner friends retire.
The Crescendo Business Planning Seminar will cover all of the business ownership types and explain how to set up major charitable gifts. For most owners, a variation of the Sale and Unitrust will be the solution. But you need to be able to discuss the latest income, gift and estate taxes with the CPA and Attorney to close these gifts. Come to the Business Planning Seminar to learn how the 2012 tax rules can help you close major gifts from Business Owners.
This seminar will be held in our offices in Camarillo, California on March 19-20. For more information and a complete list of seminar topics, please click here. You will receive 12 hours CE credit for attending this session. To register, call 1-800-858-9154 or sign up online.
This may the best year in the past decade for business owner charitable gifts. All three factors will lead business owners to consider a sale this year. Your best opportunity for a major planned gift is when your business owner friends retire.
The Crescendo Business Planning Seminar will cover all of the business ownership types and explain how to set up major charitable gifts. For most owners, a variation of the Sale and Unitrust will be the solution. But you need to be able to discuss the latest income, gift and estate taxes with the CPA and Attorney to close these gifts. Come to the Business Planning Seminar to learn how the 2012 tax rules can help you close major gifts from Business Owners.
This seminar will be held in our offices in Camarillo, California on March 19-20. For more information and a complete list of seminar topics, please click here. You will receive 12 hours CE credit for attending this session. To register, call 1-800-858-9154 or sign up online.
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