Monday, January 6, 2020

Discover CresLeader - A New Management Tool


Organizations that use CresPro cloud software and GiftLegacy marketing now have access to the CresLeader dashboard. CresLeader allows an organization to create staff accounts, share software records between staff, establish online security password criteria and manage, transfer and add software accounts for additional users. Contact us to learn more.

Do You Need Marketing Materials for Your IRA Rollover Campaign?


An IRA Rollover Campaign is an excellent strategy for educating supporters on the IRA charitable rollover and encouraging them to make current gifts of up to $100,000 annually. With the rollover made permanent, you have the opportunity to market and receive IRA rollover gifts throughout the year. GiftLegacy subscribers have campaign materials to help motivate donors to make current gifts from their IRAs. These materials include eblasts that fit well with your messaging, IRA articles, video and donor stories for your website. There are also a variety of print marketing materials that can be used to educate your donors on the IRA rollover gift opportunity throughout the year and as part of your end of year gifts marketing. Contact us to get started.

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. Contact us for your free software trial. Ask about no cost conversions from most other gift annuity administration programs.