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 www.giftplanning.com.
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.