Success Stories

As the nation's largest planned giving vendor with over 35 years of experience, Crescendo Interactive is proud to provide its marketing and educational services to a wide variety of organizations in different fields:

Linda Spuck
Linda Spuck
Gift Planning Officer

Sharp HealthCare Foundation

"Crescendo's Multi-Faceted Marketing Tools have been transformational for Sharp HealthCare Foundation's legacy giving efforts. Since launching our emarketing program we have seen year-over-year increases of nearly 50% in bequest commitments from our donors - increased focus on planned gifts has been a key contributor to Sharp's fundraising success over the past 3 years. We were particularly pleased with the Survey tool, which identified multiple previously unknown future bequests and resulted in numerous opportunities for follow-up with donors who expressed interest in learning more. The eNewsletters are very well received, with minimal opt-out and high open rates, and we appreciate the analytics that give us insights into which pages our donors are clicking on. All in all, working with Crescendo has been an incredible investment and one that will continue to reap benefits for healthcare in San Diego for decades to come"

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.

Stephanie Judson
Stephanie Judson

South Dakota Community Foundation

"Planned Giving has been a crucial part of our development efforts since our inception nearly 35 years ago, and Crescendo has been a partner in that effort for over 20 of those years. Our development team regularly uses the software to run illustrations for our donors who are in the midst of business, tax, and estate planning. In addition, in recent years, we have dramatically increased our utilization through the personalization of the eMarketing resources Crescendo offers. These efforts have resulted in several new inquiries from potential donors but have also led our existing donors to take the next step in long-term planning with SDCF. As a result, donors trust our team to provide them with the tools and resources they need to accomplish their philanthropic goals. We are very proud that this level of trust led donors to commit more than $175 million in new gifts in 2020." Our total gifts over the past five years have exceeded $350 million!

Glenn Pittsford
Glenn Pittsford
Vice President for Gift Planning

Texas A&M Foundation

"Over $1.5 billion over the past 20 years! Many of these givers have been inspired by the planned gifting marketing they have received from us over the years. That marketing is based on the Crescendo donor-friendly marketing and emarketing philosophy and materials. We give Crescendo much credit for the success we have enjoyed."

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!

Larry Smith
Larry Smith
Assistant VP Gift Planning

Baylor University

"Crescendo has become an integral part of Baylor University's Gift Planning marketing program since we began our relationship in 2009. We appreciate and highly value the tools, services and support provided by Crescendo's friendly and professional staff. Our Baylor team certainly credits our friends at Crescendo in helping us document over $247 million in planned gifts during these ten years"

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. "

David B. Moore
David B. Moore
Assistant Vice President, Legacy Planning

Chapman University

"When marketing the idea of legacy giving, it's essential to have multiple ways to connect with prospective donors and share the information needed to advance the conversation. As a one-person planned giving office with just $42,000 for annual operating expenses, Crescendo's GiftLegacy marketing package empowered me with great resources: GiftLegacy website and enewsletter, donor proposals, social media posts, ebrochures, presentations, educational webinars, desktop printing, Provide & Protect book, wills guide and more!

Since launching with Crescendo in 2012, Chapman University has secured more than $153 million in planned gifts for the future of our mission. While strategic face-to-face visits are essential to this kind of success, Crescendo helps open the doors to these conversations. Based upon that success, I was promoted from director to assistant vice president and have added a manager and development assistant to the legacy planning team. Thank you Crescendo!"

Julie Heggeness
Julie Heggeness
Executive Director, Gift Planning

Hoag Hospital Foundation

"Hoag Hospital Foundation uses Crescendo's enewsletters (donor and advisor), brochures, print newsletter, website, software, marketing materials and plans, wills guide, bequest literature - basically all Crescendo has to offer.

We are extremely happy with Crescendo's products and customer service. In four years, HHF raised more than $90 million in planned gifts."

Julie was named Crescendo's 2015 eMarketer of the Year. Over the past four years, HHF has raised over $90 million in planned gifts

Bill Yaeger
Bill Yaeger
Assistant Vice President of Principal and Planned Gifts

The Citadel Foundation

"Since we have expanded the use of the Crescendo services and moved our website to GiftLegacy, we have seen a marked increase in planned giving activity here at The Citadel Foundation.

I started exploring the Crescendo services in more detail while I was the interim Planned Giving Director in 2008 - 2009. I realized at that time that we were not making use of all their services to the extent that we could. Since the beginning of 2010, we have begun using them more and more.

We switched to the new GiftLegacy website in January. Here are some numbers: From 2008 to 2009, we had a 49% increase in dollar amount of planned gifts. From 2009 to 2010, we had a 136% increase in the number of planned gifts. Since the beginning of 2008, we have recorded $33,994,000 in planned gifts, most from a living alumni base of only 27,000."

Tom Kapusta
Tom Kapusta
Assistant VP

AdventHealth Foundation Central Florida

"I was introduced to Crescendo 25 years ago. I was new to the planned giving fundraising world. Crescendo PowerPoint presentations offered me the support I needed to bring clear education of the value of estate planning to my prospective donors. The Crescendo modeling software allowed me to better understand the concept and advantages of a CRUT and resulted in closing my first Unitrust gift.

I have given planned giving leadership in four different organizations over the last 25 years and have brought Crescendo to each organization with great success and many millions of dollars raised. I can compare my 25 year relationship with Crescendo with my 48 years of marriage. When you close the right partner in the beginning you are assured a long lasting and rewarding relationship."

Tammy Ozlanski
Tammy Ozlanski
Director of Gift Planning

Susquehanna University

"The Crescendo platform has truly given our planned giving program all the tools we need to be successful. We're able to connect with our alumni base in meaningful ways and serve as a resource for prospective donors and colleagues alike. The materials and support provided by Crescendo have transformed our planned giving program and have led to our most successful planned giving year to date."

Kimberly Jetton
Kimberly Jetton
Director of Planned Giving

Archdiocese of Los Angeles

"Our Planned Giving Office was virtually non-existent when we re-grouped in the spring of 2015. One of the first partnerships we secured was with Crescendo. We launched a professional website with valuable information for our donors and advisors, and began to implement our eNewsletters for our donors and professional advisors. We now have over 2,000 donors in our database and 90 advisors, and we started everything from scratch. Thanks to Crescendo and all of our training with their marketing team, we launched a very successful seminar program, and we continue our touchpoints now with our donors. Since implementing our eNewsletter, our open rate is above average and we have few unsubscribers. Our wills planning kit is worth its weight in gold! Since we started using GiftLegacy Marketing, we have raised over $74M in planned gifts!"


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