Additional Tools & Services

You play an essential role in advancing your organization's mission. At Crescendo, we are here to help you achieve your fundraising goals with our comprehensive suite of tools and expert support.

Our GiftLegacy marketing system gives you everything you need to run successful fundraising campaigns. With built-in social media integration, you can easily engage with your audience across different platforms. Our system features powerful web analytics, giving you insights to understand donor behavior and optimize your campaigns. We offer a marketing plan tailored to charitable organizations affiliated with our clients. To ensure your success, we also provide ongoing educational opportunities, including webinars led by industry experts as well as one-on-one consultations focused on bequest campaigns and other gifts.

These and other features are part of our CresManager system, a user-friendly interface that simplifies the implementation of your gift planning marketing. You can easily track progress, adjust strategies and ensure that your outreach efforts are effective.

Social Media

You can use social media to strengthen your relationship with donors. We have the tools you need to manage social media effectively.

Our platform allows you to post links to articles on your website on X and Facebook. Our royalty-free articles include Washington news, finance news, savvy living, personal planner and other topics of interest to your donors. These articles can be published freely across your social media channels.

CresDonor - Web Analytics

You can track the activities of visitors to your website, understand what they are viewing (e.g.: their gift preference) and assess their level of interest in a planned gift. Our proprietary analytics interface shows your top donors based on their unique web actions. You can use our analytics to target marketing to your best prospects, perform prospect searches by region and understand your donors' gift preferences.

GiftCharity™

GiftCharity is a bequest and planned gifts marketing system for charities affiliated with our clients. Many of our GiftLegacy Pro subscribers have related organizations without a full-time staff member to raise planned gifts. With a web page, brochures, wills guide and branded enewsletters, these affiliated charities can enjoy the benefits of a high-quality bequest and planned gifts marketing program.

CresCoaching

CresCoaching is a four-week webinar and coaching series that will help you build and launch an effective planned gifts marketing program to close more gifts and grow your legacy society. You will learn how to create a time and cost efficient marketing plan that is tailored specifically to your organization. Visit the CresCoaching page for our schedule.

CresLeader

Take control of your data management. Now your team can truly work together for better results. CresLeader allows your organization to create staff accounts, share software records between staff, establish online security password criteria as well as manage, transfer and add software accounts for additional users. For example, some organizations have two to four staff managing different sections of their website or marketing options. CresLeader gives you the tools you need to manage their accounts along with reporting capabilities.

Advisor Resources (GiftLaw)

Your relationships with professional advisors can be as important as your connection with current or future donors. Our GiftLaw™ service helps your organization connect and build relationships with advisors through simple, easy and cost-effective methods. We provide web pages with continually updated content for attorneys, CPAs and other professional advisors, and online calculators to help them discuss charitable deductions with their clients.

SECURE Act

Crescendo offers a SECURE Act marketing package, which includes an eblast, postcard and brochure. The package focuses on the testamentary charitable remainder unitrust (TCRUT) as the solution to the IRA beneficiary inheritance problem created by the SECURE Act.

Free White Papers (PDF)

Using hard data and real cases, our white papers cover a wide variety of topics to help your fundraising efforts:

• The Secrets of Growing Qualified Charitable Distributions
  Learn about nonprofits organizations that market QCDs and the factors that made their programs successful.
• How Active Planned Giving Programs Beat Downward Giving Trends
  Learn how organizations with active planned giving programs managed to beat a downward trend and raise more revenue.
• Guideposts for Print Marketing: Achieving Impact for Philanthropy
  Learn how print marketing continues to play an important role in donor communications.
• Finding the Good in Challenging Times: Key Takeaways from COVID-19
  Learn about best marketing practices during COVID-19 through examples of effective charity communications for reaching out to donors moving forward.
• Insights into Planned Giving in COVID-19
  Learn about 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.
• Reach, Recognize & Retain Your Best Donors
  Learn about donor gift trends and demographics based on never before released data from Crescendo's cloud software and integrated marketing system.
• How to Attract Donors & Increase Response to Your Marketing
  Learn how to engage donors based on age and demographics, appealing key words and phrases, graphic design elements and other factors.
• CresPro Cloud Software
  CresPro cloud software offers gift planners and major gift officers greater flexibility and unparalleled access to the tools necessary to successfully do their job and close more gifts.
• BoomerTrillion: Capture Your Share
  Build a gift pipeline from the greatest wealth transfer in history by the Baby Boom generation.
• Experiments in Email Marketing
  Learn how to increase email performance and response rates based on design, content, usability and other factors.
• New Annual Fund With IRA Rollovers
  Learn how to use a multichannel marketing campaign and motivate your donors to make IRA rollover gifts each year.
• How Active Planned Giving Programs Beat Downward Giving Trends
  Learn how many organizations with active planned giving programs managed to beat the downward trend and raise more revenue than in the prior year.