Dec 2017 AFR: 2.6%
Blog

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.

* Required Fields
Follow By Email
 How to Create Visually Appealing Emails that Get Your Donors to Respond

How to Create Visually Appealing Emails that Get Your Donors to Respond

What is the impact of visual appeal on your donor communications?  What if you have two great design ideas?  Don’t be afraid to test your marketing ideas, especially design ideas, to see what generates the best response.This post covers another test on the impact of visual appeal...

Full Article

Improving the Visual Appeal of Your Donor Communications Can Increase Your Responses.  Want to Know How?

Improving the Visual Appeal of Your Donor Communications Can Increase Your Responses. Want to Know How?

Does your marketing look good?  How does aesthetics impact the responses to donor communications?  As part of Crescendo’s newly released study, How to Attract Donors & Increase Response to Your Marketing, we performed a series of tests to assess the importance of visual appeal in...

Full Article

The Visual Appeal of Your Donor Communications Matters

The Visual Appeal of Your Donor Communications Matters

This is the third post on testing planned and major gifts fundraising offers to increase donor response. The example discussed in this post was featured in Crescendo's recently released 2017 major and planned gifts communications study — How to Attract Donors & Increase Response to Your...

Full Article

Single-Offer Emails Get the Best Results: More Insights from Crescendo's 2017 Communications Study

Single-Offer Emails Get the Best Results: More Insights from Crescendo's 2017 Communications Study

This is the second post on testing planned and major gifts fundraising offers to increase donor response.  The example discussed in this post was featured in Crescendo's recently released 2017 major and planned gifts communications study — How to Attract Donors & Increase Response to...

Full Article

Specific Offers Get Results:  What Kind of Images Should I Use to Get Results?

Specific Offers Get Results: What Kind of Images Should I Use to Get Results?

Crescendo recently released its 2017 Major and Planned Gifts Communications Study, How to Attract Donors & Increase Response to Your Marketing.  As with the 2016 study, we used A/B testing to compare donor responses to major and planned gifts marketing emails.  In the coming weeks...

Full Article

GiftLegacy Awards Announced at PPGC!

GiftLegacy Awards Announced at PPGC!

Crescendo celebrated its annual Practical Planned Giving Conference on September 25th and 26th in San Diego. It was Crescendo’s largest user conference attended by friends from all across the nation. They gathered to hear keynote speakers Paul Schervish and Jackie Franey and an excellent...

Full Article

What is a Virtual Endowment?  How Does it Work?

What is a Virtual Endowment? How Does it Work?

More charities are marketing virtual endowments as a way for their donors to make annual gifts today and continue their commitment to the organization through a planned gift funded when they pass away.  The discussion of virtual endowments fits nicely with my recent posts on blended...

Full Article

Get Started with Your End of Year Gifts Marketing Today

Get Started with Your End of Year Gifts Marketing Today

The end of the year is approaching quickly.  Now is the time to get started with your end of year marketing plans for major and planned gifts.What should be your message as the year draws to a close?  Many of your donors will be looking for ways to support your cause while lowering their...

Full Article

How to be Donor-Centered in Your Planned and Major Gifts Marketing

How to be Donor-Centered in Your Planned and Major Gifts Marketing

Donor-centered fundraising is a movement that has captured the attention of planned and major gifts fundraisers. Focusing on the donor, his or her desires and needs makes sense.  But what does it really mean to take a donor-centered approach to your organization's...

Full Article

Ideas for Managing Your Donor List and Planned Giving Prospects

Ideas for Managing Your Donor List and Planned Giving Prospects

Your donor list is one of the most important assets of your organization.  Yet, far too many fundraisers tell me that their lists are outdated.  Failure to maintain good records and update your donor list makes it impossible for you to reach existing and prospective donors. ...

Full Article

SEO 101 for Planned Gifts:  Understanding and Improving Your Placement with Internet Searches

SEO 101 for Planned Gifts: Understanding and Improving Your Placement with Internet Searches

Clients will sometimes ask Crescendo how to optimize search engine results. Every charity would like for its planned giving website to appear on the first page or top spot following an Internet search on Google, Yahoo or Bing.There are several things that you can do to improve your placement with...

Full Article

Gift of a Charitable Remainder Unitrust Income Interest and Charitable Bequest -- A Winning Blend

Gift of a Charitable Remainder Unitrust Income Interest and Charitable Bequest -- A Winning Blend

This is the final post in my series on blended gift strategies to share with your donors.  You may have donors with charitable remainder unitrusts who are willing to give up their interests to make a gift in support of your cause today.  Take a look at your database and...

Full Article

Gift of Annuity Interest + Bequest:  A Gift Blend for Charitably-Minded Supporters with Sufficient Income

Gift of Annuity Interest + Bequest: A Gift Blend for Charitably-Minded Supporters with Sufficient Income

Another blended gift strategy that may appeal to your donors is the gift of the interest in a charitable gift annuity plus a charitable bequest.  Do you have donors who no longer need their charitable gift annuity payments?  Perhaps they have sufficient income from other sources for...

Full Article

A Philanthropic Inheritance Plan for Young or Immature Family Members

A Philanthropic Inheritance Plan for Young or Immature Family Members

My last post focused on a blended gift combining a charitable bequest and a family lead trust.  What if you are working with a donor/philanthropist who likes this concept, but doesn't want to give her children (or grandchildren) the lead trust inheritance until sometime...

Full Article

A Way to Help Your Donor Benefit Family and Support Your Mission

A Way to Help Your Donor Benefit Family and Support Your Mission

My last post covered two planned gifts that make a perfect blend - a charitable gift annuity and bequest.  What if the bequest was blended with another planned gift, a charitable lead trust to benefit both your charity and a donor's family?  Who might be the right profile for this gift...

Full Article

Two Planned Gifts that Make the Perfect Blend

Two Planned Gifts that Make the Perfect Blend

I have written about a number of blended gift options always combining a current and planned gift.  That’s why this next combination doesn’t seem to fit.  Charitable gift annuities and charitable bequests are both considered planned gifts.  However, when combined in a...

Full Article

An Easy Way to Make Annual Gifts Plus Receive Income for Life

An Easy Way to Make Annual Gifts Plus Receive Income for Life

In the prior post, I discussed a powerful gift combination you should be marketing to your donors -- the IRA charitable rollover plus the charitable bequest.   You may have donors who like the concept of supporting your cause with annual gifts made from their IRA and want to continue their...

Full Article

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...

Full Article

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...

Full Article

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...

Full Article

* Required Fields
Follow By Email
scriptsknown

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