Thursday, December 18, 2014

Latest GiftLegacy Enhancements

We hope your end of year gifts marketing is well underway and already producing results! Please let us know if we can be of assistance to you in taking advantage of the comprehensive offerings in the CresManager. Below are the latest enhancements to GiftLegacy that are being offered at no additional cost:

-New web content – We have completed a total rewrite of all of the How to Give, What to Give and Donor Stories pages on the GiftLegacy website. We have greatly enhanced the gift explanations and benefits on virtually all of these pages. The new more detailed content may be viewed at Because you may have already customized the content on your organization’s web pages, we want your permission before we make any updates. If you would like to update your organization’s website to reflect some or all of the new content, please contact your GiftLegacy coordinator.

-Three new quad-fold brochures We have added three new quad-fold brochures to the CresManager which provide detailed information on charitable gift annuities, charitable remainder trusts and charitable lead trusts. The new quad-folds are designed to provide more in-depth gift explanations than the typical brochure and are located under brochures in the literature section of CresManager.

-Lead trust 4-page guide – We have completed a new 4-page guide on charitable lead trusts. This piece is designed for your donors who request detailed information on how lead trusts work and the benefits. The new 4-page guide is available in the literature section of CresManager.

-Bequest marketing direct mail – A new letter for marketing charitable bequests has been added to the documents section in CresManager. Research shows that donors who create charitable gift annuities also make bequests. For clients with a current Crescendo Admin license, you can use GiftMail to send a version of this letter to your gift annuity donors.

-Donor survey – Several individuals have asked us if we could provide them with a sample donor survey. These individuals wanted to survey their donors and seek feedback on the kind of content and information that donors find helpful. We now have a survey tool to meet this need! The survey is available in the documents section of CresManager. You can send the survey in a writable PDF or word document. The survey covers topics from preferred email frequency to web content preferences and asks donors to share information about their intention to leave a bequest or other planned gift. We encourage you to survey your donors at least annually as a way to inform your future marketing decisions.

-Pooled income fund web page – Some organizations are using creative investment strategies to produce higher returns for pooled income fund donors. If your organization has a pooled income fund it wishes to market, consider adding our new pooled income fund web page to your GiftLegacy website. Contact your GiftLegacy coordinator to review the new web content on pooled income funds.

As always, we wish you the best of success in your planned gifts marketing. As this year draws to a close, please let us know how we can be of assistance to you and your organization.