Planned Giving Bequest

Marketing Education (CresCoaching)

Crescendo gives you more than just the tools to reach your goals. CresCoaching provides resources to build and launch an effective planned gifts marketing program to close more gifts and grow your legacy society. You will walk away with a time and cost efficient marketing plan that is tailored specifically to your organization.

CresCoaching starts with a webinar in week one to give you a framework to implement a marketing plan with bequest campaign strategies, IRA Rollover marketing and blended gifts. Weeks two and three include personal calls with a CresCoach to build your custom marketing plan. Week four is a valuable networking opportunity that enables you to view plans from other organizations. The time commitment for weeks one through four is about an hour per week. Week five is our Market Major and DAF Gifts webinar - a two-hour hands-on session that shows you how to propose and close major and DAF gifts.

"Thank you for your thoughtful attention in considering our marketing goals and transforming the vision into an actionable plan that truly reflects our needs and how we work. Having this level of support has been wonderfully energizing and provided a much needed boost to my work. Many thanks." ‑ Janell Johnson, Associate Development Director, Village Theatre

"I have appreciated the personalized coaching Crescendo offers its clients - what an outstanding partnership. The CresCoaches are so helpful in the personalized assistance to provide information on effectively utilizing the tools available through the CresManager system. The depth of the offerings in CresManager is astounding, and the personalized help in learning how to use these tools is greatly appreciated." ‑ Dale Zschoche, Director of Gift Planning, The Air Force Academy Foundation

* Weeks 2, 3 & 4 ‑ Personal calls (to be scheduled)

WEEK 1 * weeks 2, 3 & 4 WEEK 4 WEEK 5
10/26/2021 To be scheduled 11/16/2021 1/5/2022
11/9/2021 To be scheduled 12/7/2021 1/5/2022
1/4/2022 To be scheduled 1/25/2022 2/2/2022
2/1/2022 To be scheduled 2/22/2022 3/2/2022
3/1/2022 To be scheduled 3/22/2022 3/30/2022
3/29/2022 To be scheduled 4/19/2022 5/3/2022
4/26/2022 To be scheduled 5/17/2022 6/1/2022
5/31/2022 To be scheduled 6/21/2022 6/29/2022
6/28/2022 To be scheduled 7/19/2022 7/27/2022
7/26/2022 To be scheduled 8/16/2022 9/7/2022
9/6/2022 To be scheduled 9/27/2022 10/5/2022
10/4/2022 To be scheduled 10/25/2022 11/9/2022
11/8/2022 To be scheduled 12/6/2022 To be scheduled

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