We have just released new additions to the GiftLegacy marketing package available to subscribers at no additional cost:
1. Q4 End of Year Gifts Marketing Package – With the end of the year approaching, you may be looking for ways to market year-end gifts to your donors. The Q4 package focuses on smart ideas for year–end benefits and features outright gifts of appreciated assets, life insurance gifts, charitable life income plans and charitable life estates. This package, which is available in the literature section of CresManager, includes brochures, briefs, newsletters, postcards, ads, e-blasts, inserts and more.
2. New Russell James marketing additions! – We have added a number of additions to our GiftLegacy online and print marketing resources in response to the latest research released by Russell James. In recent updates to his American Bequests Demographics study, James has shown more transfers occurring outside of traditional wills and trusts and encouraged nonprofits to also market beneficiary designation gifts. In a new study, he has provided marketing language that tests well with donors. In response to this research, your GiftLegacy marketing now includes:
a. Three new donor stories with matching brochures on the topics of beneficiary designation gifts, payable on demand transfers to charity (PODs) and transfer on demand gifts to charity (TODs).
b. A new beneficiary designations web page available under How to Give on your GiftLegacy website.
c. Updated marketing language for GiftLegacy bequest campaigns that follows James’ research.
3. Pooled Income Funds Marketing Package – While many charities have closed their pooled income funds, some organizations are discovering new ways to invest their pools to achieve a higher return. Crescendo has released a new marketing package for organizations that wish to market active pooled income funds. The Dive Into Pooled Income Funds package, now available in the literature section of CresManager, includes brochures, briefs, newsletters, postcards, ads, e-blasts, inserts and more.
4. GiftLaw News – Crescendo has released another GiftLaw News video and reading material on Blended Gifts for your next quarterly advisor meeting. This quarter’s video focuses on how advisors can assist clients with making combination outright and planned gifts to achieve their personal and financial goals. The latest GiftLaw News video is available in CresManager under GiftCollege for Professional Advisors.
As always, it is our pleasure to serve you and your charity. If you need any assistance with these or other GiftLegacy products and services, please contact us.