Friday, January 9, 2015

A New Year With New GiftLegacy Enhancements

Below are the latest enhancements to GiftLegacy that are being offered to subscribers at no additional cost:

-Second Quarter 2015 marketing package – The Q2 marketing package, now available in CresManager, focuses on gifts anyone can afford. It includes marketing materials for bequests, gifts of appreciated securities, real property, life estates and business interests. Comprehensive marketing materials on gifts of life insurance are a highlight of this package. There are also marketing pieces on ways your donors can maximize satisfaction from their investments through charitable planning. This package includes newsletters, postcards, brochures, inserts, ads, briefs, e-blasts, e-newsletter headers and more.

-Spanish wills guide – We have created a Spanish version of the standard GiftLegacy wills guide. If you are working with Spanish speaking donors, you will appreciate the ability to provide marketing resources that help these donors create estate and charitable plans. The Spanish wills guide is now available in CresManager.

-Gifts of farm interests marketing package – If you work with donors who own farms, land, cattle, crops, machinery and other farm interests, you will like this new marketing package available in CresManager. This package covers gift options for the most commonly owned farm and ranching assets and includes postcards, brochures, inserts, ads, briefs, e-blasts and more.

-Special needs marketing package – If you are an organization working with persons who have special needs or you have donors who wish to assist loved ones with special needs, this marketing package is for you. We have designed these pieces to market bequests, unitrusts and special needs trust gifts that can help a person with special needs and charity. This package includes postcards, brochures, inserts, ads, briefs, e-blasts and more.

-Special needs trust online marketing – Crescendo has created a new web page and donor story to promote special needs trust plans that can help a person with special needs and charity. Please contact your GiftLegacy coordinator if you wish to add these online marketing features to your website.

We wish you the best of success in your planned gifts marketing. If you need assistance with creating your marketing plan for the upcoming year, please contact us.