Apr 2017 AFR: 2.6%
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The Planned Giving Blog

Authored by Kristen Schultz Jaarda, Executive Vice President of Crescendo Interactive, our blog discusses a wide variety of planned giving topics including marketing strategies, tax and legal developments, gift planning success stories, best practices and more.

Kristen specializes in charitable tax planning and online marketing for planned gifts. She is responsible for client education and consultation for Crescendo's web, email and software services. She is a member of the ACGA board of directors, the Planned Giving Today editorial advisory board and serves with a number of other charitable organizations.

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A Gift + Tax Planning Strategy for Today and Tomorrow

A Gift + Tax Planning Strategy for Today and Tomorrow

Are you looking for a strategy that can help your donors achieve their philanthropic and financial goals both now and in the future?  Make sure you tell them about a blended gift option that combines the power of an IRA charitable rollover gift plus a charitable bequest.How does...

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A Blended Gift Strategy for the Donor who is Building a Nest Egg

A Blended Gift Strategy for the Donor who is Building a Nest Egg

In a prior post, I wrote about a blended gift strategy for a donor who wishes to make a gift today and create a stream of lifetime payments.  This plan, a combination current gift and charitable gift annuity, works well when the donor is retired or ready to retire and is seeking fixed payments...

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Giving and Receiving Income: A Gift Blend Your Donors Will Love

Giving and Receiving Income: A Gift Blend Your Donors Will Love

Some of the most marketable blended gift arrangements combine a current gift and life income plan.  Last week I focused on including a charitable gift annuity as part of your blended gift ask.  This week I want to focus on the charitable remainder unitrust as a component of a blended gift...

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A Way to Give and Receive

A Way to Give and Receive

I am continuing this week with my look at the most common blended gift arrangements.  One way for a donor to give and receive is by making a current gift to a charitable organization and creating a charitable gift annuity with the same organization.  This gift blend permits the donor...

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Building Endowment with Blended Gifts

Building Endowment with Blended Gifts

Are you looking for new ways to build your organization's endowment?  One strategy you might not have thought of before is a blended gift that consists of an endowed gift plus a charitable bequest.Your donors may be familiar with the concept of endowment giving.  When a gift is...

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The Most Common Blended Gift

The Most Common Blended Gift

This week is the first in a series of posts featuring blended gift options and marketing ideas for donors.  As I mentioned in my last post, a blended gift is a combination of a current gift and a planned gift.The most popular planned gift remains the charitable bequest.  So, it should...

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Everything You Want to Know About Blended Gifts

Everything You Want to Know About Blended Gifts

This week I am beginning a new series on blended gifts.  In the weeks ahead I plan to cover the most common gift blends and how to talk with your donors about combining their gifts for maximum impact.For this week, I thought I would focus on the basics.  What is a blended...

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Why You Should Use Downloadable Offers in Your Emails

Why You Should Use Downloadable Offers in Your Emails

As part of Crescendo's recent email study, we performed a test to analyze the results of a downloadable email offer compared with a text-only email message.  Crescendo designed three emails that were sent by Michigan Tech University on March 11, 2016. The emails included the same design...

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How Do the Sender's Name and Custom Subject Lines Impact Email Performance?

How Do the Sender's Name and Custom Subject Lines Impact Email Performance?

As part of Crescendo's recent email marketing study, we designed three emails for Michigan Tech University.  The emails used the same design and similar subject lines focusing on bequests. Our goal was to test different sender names and a customized version of the subject line. Using...

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How Do Colors and Fonts Impact Fundraising Email Results?

How Do Colors and Fonts Impact Fundraising Email Results?

As part of Crescendo's recent email study, we tested the use of colors and fonts and how they impacted email results.  Using the same subject line, “Protect Your Loved Ones and Create Your Legacy,” we sent two similar emails on June 15 for the University of New Hampshire (UNH) just...

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Video vs. Web Page Call to Action -- Which Works Better?

Video vs. Web Page Call to Action -- Which Works Better?

As part of Crescendo's recent email study, we tested the effectiveness of online calls to action.  Using the same subject line and design, along with similar content, we sent two emails for the University of South Florida (USF) to evaluate the click-through-rate (CTR) of a web page...

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What is the Best Option? Image & Text vs. Image-Only Email

What is the Best Option? Image & Text vs. Image-Only Email

When testing an image & text email against an image-only email as part of Crescendo's recent email study, we saw mixed results. While mobile-friendly email we designed for the University of New Hampshire had a higher click-through-rate (CTR), one of the image-only emails we designed for Hoag...

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Image & Text Email vs. Image-Only Email (Part 2)

Image & Text Email vs. Image-Only Email (Part 2)

This is a follow-up to last week's post discussing the results of a test conducted as part of Crescendo's 2016 email study.  Using the same subject line, “Protect Your Loved Ones and Create Your Legacy,” we ran another test comparing an image & text email vs. an image-only email...

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Image & Text Email vs. Image-Only Email -- Which Works Better for Planned Gifts?

Image & Text Email vs. Image-Only Email -- Which Works Better for Planned Gifts?

As part of Crescendo's 2016 study Experiments in Email Marketing, we created an email to market Hoag Hospital Foundation's free downloadable wills guide. Our goal in this A/B test was to evaluate CTR for wills guide offers. We sent two emails with different designs but with the same subject...

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What Is the Best Way to Market IRA Charitable Rollover Gifts by Email?

What Is the Best Way to Market IRA Charitable Rollover Gifts by Email?

As part of Crescendo's 2016 study, Experiments in Email Marketing, Crescendo performed a series of email tests to determine the best way to market the IRA charitable rollover.  After the IRA charitable rollover became permanent, Oklahoma City Community Foundation (OCCF) asked Crescendo to...

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What Type of Language in Subject Lines Generates High Open Rates for Planned Gifts?

What Type of Language in Subject Lines Generates High Open Rates for Planned Gifts?

As part of Crescendo's 2016 email study, we tested the performance of common planning and planned giving terms in subject lines.  On April 15, we sent two emails with similar designs comparing the words “bequest” and “estate plan” in the subject line and content area. We...

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How to Include Planned Gifts on #GivingTuesday

How to Include Planned Gifts on #GivingTuesday

#GivingTuesday is a global day of giving celebrated on the Tuesday following Thanksgiving.  The day has become a movement supporting philanthropy with thousands of charities participating and encouraging their donors to give.  This year, #GivingTuesday takes place on November...

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What is the Best Day/Time to Email Your Donors?

What is the Best Day/Time to Email Your Donors?

As part of Crescendo's 2016 email study, Priests of the Sacred Heart asked us to work on an email marketing charitable gift annuities to their donors. We wanted to use this email to evaluate CTR and how subscribers respond to emails based on the date and/or time they were delivered.Beginning on...

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Planned Giving Offers - What Gets the Best Results?

Planned Giving Offers - What Gets the Best Results?

I continue to cover results from Crescendo's 2016 email study.  On May 3, we sent four simultaneous emails — an A/B/C/D test — for Hoag Hospital Foundation (Hoag) with similar subject lines and designs but with different offers: free bequest brochure, free wills guide, free...

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Personal Satisfaction vs. Tax Benefits -- Which is More Compelling to Your Donors?

Personal Satisfaction vs. Tax Benefits -- Which is More Compelling to Your Donors?

In March of 2016, Crescendo designed an extended postcard for the University of New Hampshire (UNH) to market gifts of real estate. UNH believed that it had a unique opportunity to engage supporters who owned real estate both as personal residences and as investment properties. We designed two...

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