Jun 2017 AFR: 2.4%
Planned Giving Seminar - Marketing

Multichannel Marketing Seminar

Are you marketing planned gifts in all of the right places? How do your donors like to receive information from you? Multichannel marketing is the best way to optimize your planned gifts marketing and close more gifts. This seminar will help you develop a multichannel marketing strategy using the latest enhancements to our proprietary GiftLegacy marketing system. Attendees will also learn how to launch a wills campaign.

An effective multichannel marketing plan is smart and strategic. Discover the secrets of messaging, branding and segmentation for planned gifts lead generation. This seminar covers marketing best practices for planned giving websites, enewsletters and eblasts, literature, social media, video and more. Learn how to dramatically increase your response rates and close gifts by coordinating your marketing channels to maximize efficiency and produce results.

Course Outline

  • Multichannel Marketing / Website Donors
  • CresManager Overview
  • Websites / Mobile Websites
  • eNewsletters & eBlasts
  • Bequest Campaigns / Wills Planner
  • Wills Branding / Presence/Seminars
  • Heritage / Legacy Societies
  • Analytics
  • Literature
  • Social Media
  • My Plan / GiftCharity
  • Gift Annuity / IRA Rollover Campaigns
  • GiftCollege / Network Marketing
  • GiftLite / CresMobile
  • Marketing Success

Schedule

LOCATION Date(s) PRICE  

What People Are Saying

We are proud to have had the following organizations, among many others, as part our planned giving seminars:

"I found the entire seminar packed with relevant and exciting new ways to market our planned giving instruments. I will use this information immediately. This was a very practical seminar! The presenters were very open and friendly, and explained the complex topics in an easy to understand way."

— Connie Jeffery
Trust Development Officer
SDA - Southern California Conference

"Crescendo has so much to offer. I've been using their products and services for five years now, and every time I think I have a good handle on usage, I learn other things, new ideas, etc. that I can do to enhance my legacy giving program. "

— Lois Kundel
Sr. Development Officer
Palmer College of Chiropractic

"There is an amazing amount of capability and resource within Crescendo products. I am looking forward to discovering more ways to tap into it!"

—Anna Robbins
Donor Relations Assistant
Opportunity International

"The content of the seminar was wonderful, useful and immediately spurred ideas that I can act on in my upcoming newsletter. This seminar is valuable to both the planned giving professional and the marketing professional. Crescendo's marketing system is easy to use, fully inclusive, cost effective and will increase giving to your charity. Investing in a relationship with Crescendo is a win, win! Crescendo offers so much value added for staff and board members at an unbelievably inexpensive cost! "

—Judy Feig
Executive Director Planned Giving
Jewish National Fund

"I have been working with Crescendo since September on this. There is not a single person there who has not been amazing to work with. When I attended my last seminar, I told Charles that I have never had such a gratifying and well supported experience than I have enjoyed working with the Crescendo staff. I truly am so grateful to you all! "

— Micki McCarthy, CGPA
Director of Planned Giving
OSF Healthcare Foundation

"I wanted to let you all at Crescendo know that your Provide and Protect wills workshop ideas, materials and support have been very valuable to the Area Foundation. We have had 2 workshops this year and have drawn in donors and volunteers who did not previously have planned gifts for the Foundation. We have been notified of two bequest gifts as a result of the workshops - one of them was promised even though the person could not come to the workshop! You have made it very easy to put on these workshops and have also given us the impetus and confidence to do them. Thank you! "

—Kathleen Finck
Director of Planned Giving
San Antonio Area Foundation

"Besides the nearly 250,000 page views on our GiftLegacy site, some of our successes included the Wills campaign to encourage charitable bequests this past year. The Wills campaign resulted in over 156 partners requesting the CBN Wills Guidebook and bequest information. 77 partners have communicated they are naming CBN and OBI as beneficiary in their estate plan. We have received current partner verifications naming CBN and OBI (Operation Blessing International) as beneficiary in 13 bequests already. In addition, several large bequests are expected to be put in place by partners in the near future. "

— Frank T. Nico
CBN PLANNED GIVING

"The University of Texas Health Science Center Houston received the CASE District IV "Most Improved Planned Giving Program" for 2010! The GiftLegacy eMarketing System was a critical foundation for our success. Increasing our GiftLegacy eNewsletters from bi-monthly to weekly increased our planned giving page views by approximately ten-fold. We are receiving 3-4 responses per week from our GiftLegacy website and personalized eNewsletters. Six new bequests including ones for $250,000 and $100,000 are documented eGifts. Currently we have received 23 requests for the Wills Guide. The GiftLegacy System is so comprehensive and valuable! "

— Shirley Druggan
Director of Gift Planning
University of Texas Health Science Center

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