Mar 2021 AFR: 0.8%
Crescendo Interactive Samples - Desktop website, mobile website, tablet website, enewsletter and brochure

Solutions for Marketing Major & Planned Gifts

As the industry leader and largest provider of gift planning and blended gifts marketing solutions, Crescendo Interactive offers an integrated marketing system that creates leads, builds donor relationships and closes more gifts for your organization

  • Mobile-friendly websites
  • Emails & enewsletters
  • Print materials
  • Proposal software
  • Content management
  • Donor analytics
  • Gift calculators
  • Training and much more
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2021 Practical Planned Giving Conference

2021 Practical Planned Giving Conference

Shape the future of your major and planned giving efforts by attending Crescendo's Practical Planned Giving Conference on September 13-14 in Orlando, Florida.

Forty industry experts will inspire you with 48 breakout sessions and six tracks. Discover the latest developments in charitable planning that will help you build for the future and increase your major and planned gifts.


COVID-19 Marketing Study

Planned Giving in COVID-19 Marketing Study

How are charities reaching out to their planned giving donors in COVID-19? What does planned giving data tell us about donor interests, motivations and giving during this time? What strategies should your charity employ to reach your donors moving forward? Crescendo's 2020 marketing study — Insights into Planned Giving in COVID-19 — offers insights into the top planned and blended gifts trends during COVID-19, utilizing data from Crescendo's COVID-19 survey, cloud software and GiftLegacy marketing system.

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Survey Creation (CresSurvey)

Donor surveys are a way to understand your donors' interests and engage them to support your cause.

With the CresSurvey tool, you can gather information about your donors' preferences, discover what motivates your donors to give and encourage them to make and acknowledge their gifts to your organization.

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Our Products & Services


GiftLegacy, our integrated planned giving marketing system, helps you build donor and professional advisor relationships to close more gifts. It includes mobile-friendly websites, weekly enewsletters, mission videos and royalty-free literature.

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Crescendo provides powerful applications for marketing major and planned gifts as well as administering gift annuities. Our software allows you to prepare custom proposals and presentations for various gift plans.

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Our seminars, webinars and annual conference cover a wide variety of gift planning strategies. You can learn about offering bequests, issuing and administering gift annuities, establishing education and retirement unitrusts, gifts from IRAs, blended gifts and more.

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GiftAnnuities 1•2•3, our administration service, assists your charity with state compliance and administration of charitable gift annuities. You can track annuity balances, print checks, create state reports as well as file tax returns and annual filing information.

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Seminars & Conferences

Free Webinars


Crescendo Overview

Success Stories

As the nation's largest planned giving services provider, Crescendo Interactive is proud to work with these organizations among many others:

Elizabeth Ayers
Elizabeth Ayers, JD
Executive Director of Gift Planning

UNC Chapel Hill

"Crescendo has been a valued partner to the UNC Gift Planning Program for many years. Since we announced For All Kind: the Campaign for Carolina three years ago we began to rely on the GiftLegacy CresManager for our entire marketing program. The CresPrint platform provided the materials for our e-blasts and mailers, particularly the extended postcard format. We have also successfully used Crescendo's GiftLegacy platform for our Charles Gerrard legacy Society for monthly e-notes with a successful open rate of 85%! You partnered with us from soup to nuts i.e. from wording, design, mailing, e-blasts, tracking open rates and leads. All marketing and stewardship pieces brought prospects back to our beautifully designed Crescendo website. I don't know how our marketing program could be this successful without this partnership. The e-marketing platform serves an integral and necessary role in our gift planning industry. Thank you Crescendo."

Note: Elizabeth and her team have used Crescendo's GiftLegacy tools and services since 2018 and have raised an average of over $150 Million per year in gifts!

Nicola Lawrence
Nicola Lawrence
Director, Planned Giving

Children's Medical Center Foundation

"At the beginning of 2020 we planned to relaunch our planned giving and legacy programs. Little did we know that the week after our website launched and right before our integrated digital and print marketing was about to be in our constituents hands, the Covid-19 pandemic would change the world. We are grateful that our partnership with Crescendo allowed us to tailor our communications quickly and seamlessly. We could track what was resonating with our donors through analytics to further hone the message. We are thrilled to say that a little over half way through the year we have been able to connect with more prospects than ever before with a layered message, following leads to wonderful outcomes. Crescendo provided us the tools to speak to our friends that were ready to commit to standing beside us during these trying times. Together, we will continue to leave a legacy that will make life better for children with multiple generous bequests and current planned gifts totaling more than $10 million and counting since 2020 began!"

Karla Aho
Karla Aho
Director for Gift Planning

Michigan Tech University

"We have worked with Crescendo Interactive for over 17 years and are early adopters of each innovative component in their comprehensive suite of services. Crescendo's leadership anticipates the future impact of economic, demographic, and philanthropic changes and prepares action plans for their clients. We are confident that our alumni and friends are receiving timely and valuable information. Crescendo's donor-centric approach allows donors to explore how to provide for and protect their family first, and then support Michigan Tech. GiftLegacy's educational content is appealing to our donors, especially the online calculators. The eNewsletter, donor analytics, custom proposals, and access to gift planning attorneys are instrumental in taking our fundraising to new levels. Major, blended, and planned gifts have steadily increased; in the last three years, Michigan Tech raised $129 million! Crescendo Interactive is a great partner in building our giving program and we look forward to continuing to work together to reach new heights in philanthropic support."

Tammy Wernke
Tammy Wernke
Associate Director, Gift Planning

University of Cincinnati Foundation

"We credit much of our gift planning success at the University of Cincinnati Foundation to our increased focus on the importance of gift planning marketing and the many tools and services we've received from Crescendo. We are seeing a great response to these efforts which include monthly enewsletters and eblasts along with many printed pieces such as our UC Legacy newsletter, printed postcard mailings and daily receipt inserts as well as social media posts and Provide and Protect seminars. It is truly a multi-channel marketing approach.

With Crescendo's marketing, we are able to reach more alumni and friends than ever before, in a very cost effective way, to provide meaningful gift planning messages. Visits to our gift planning website have increased, responses to our marketing campaigns are providing valuable leads and our Provide and Protect seminars have resulted in multi-million dollar planned gift conversations.

Since using Crescendo's GiftLegacy tools and services since the fall of 2014, we have booked over $134 million in planned gifts!"

Tammy received Crescendo's 2017 eMarketer of the Year award.

More Success Stories

Would you like to learn more about our services?
Please contact us for a free demonstration