Monday, July 8, 2019

Attend the largest user conference

Attend the Industry’s largest user conference

Crescendo's 2019 Practical Planned Giving Conference is coming up on September 23-24 at the Westin Lombard Yorktown Center Hotel in Chicago. This year's conference theme is "RESULTS-FOCUSED & DATA-DRIVEN: The Future of Major and Planned Gifts is Here” with keynote speakers Amy Eisenstein and Pete Sommerfeld. Identify, reach and motivate your best donors to give. Thirty industry experts will inspire you with 48 breakout sessions and six educational tracks: Get Better Results, Keep Your Best Donors, Master Donor Conversations, Energize Your Program, Explore New Frontiers and Expand Your Knowledge. Register today at – only $695. Group rate – $495 for 3 or more!

Do You Have a Plan for Marketing Blended and Planned Gifts?
CresCoaching is a five-week webinar coaching series that will help you build and launch an effective marketing program to close more gifts and grow your legacy society. You will learn how to create a time and cost efficient marketing plan that is tailored specifically to your organization. CresCoaching starts with a webinar week one to give you a framework to implement a marketing plan with bequest campaign strategies, IRA Rollover marketing and blended gifts. Weeks two and three include personal calls to build your custom marketing plan. Week four is a valuable networking opportunity that enables you to view plans from other organizations. Week five includes a webinar entitled Market Major and DAF Gifts that shows you how to propose and close major and DAF gifts. Contact us to learn more.

Simplify Gift Annuity Administration with Crescendo Admin Software
Make gift annuity administration easy with Crescendo Admin Software. Discover how easy it is to create data records for annuitants, run monthly reports, generate check distributions, calculate reserve account balances, prepare year-end 1099-Rs, create state present value reports, utilize electronic fund transfer and much more. Use the GiftMail option to send a custom letter marketing the benefits of a gift annuity to your existing gift annuitants or to a list of potential donors. Call 800-858-9154 today for your free software trial. Ask about no cost conversions from most other gift annuity administration programs.