Monday, September 23, 2013

Crescendo Releases New Innovations

Every year at the Practical Planned Giving Conference (PPGC), Charles Schultz announces the innovations Crescendo has developed throughout the year. At PPGC Chicago, Charles announced the following innovations.

2013 Planned Gifts Online Marketing Study
How 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.

My Plan with Scheduler
Now, you can easily and conveniently manage your annual marketing plan in the CresManager. Take advantage of the My Plan calendar, budget, overview and scheduler to build and manage a state-of-the-art multichannel marketing program. Use My Plan to maximize your print and eMarketing contacts with the “4/2” plan—four times the contacts can produce double the planned gifts.

Certified Gift Planning Marketer
With 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.

GiftLaw News
Do 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, Kristen Schultz Jaarda and a nationally-recognized guest attorney. This high-definition program is now available in CresManager for our GiftLegacy Pro subscribers. This quarterly one-hour program is perfect for updating and motivating your attorney 
and CPA friends.

Crescendo 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 that 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!