May 2019 AFR: 2.8%
Planned Giving Bequest

Marketing Education (CresCoaching)

CresCoaching is a five-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.

CresCoaching starts with a Week One Webinar 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. Week Five is a Major and DAF Gifts Webinar that shows you how to propose and close major and DAF gifts. To learn more about CresCoaching, contact Crystal at 800-858-9154.

"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, Assoc. Development Director, Village Theatre

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

WEEK 1 * weeks 2, 3 & 4 WEEK 4 WEEK 5
WEBINAR MARKETING PERSONAL CALLS WEBINAR PLAN MAJOR & BLENDED GIFTS
1/15/2019 To be scheduled 2/5/2019 2/13/2019 or 3/13/2019
2/12/2019 To be scheduled 2/26/2019 3/13/2019 or 4/3/2019
3/5/2019 To be scheduled 3/26/2019 4/3/2019 or 5/1/2019
4/2/2019 To be scheduled 4/23/2019 5/1/2019 or 5/29/2019
4/30/2019 To be scheduled 5/21/2019 5/29/2019 or 7/3/2019
5/28/2019 To be scheduled 6/18/2019 7/3/2019 or 7/31/2019
7/2/2019 To be scheduled 7/23/2019 7/31/2019 or 9/11/2019
7/30/2019 To be scheduled 8/20/2019 9/11/2019 or 10/9/2019
9/10/2019 To be scheduled 10/1/2019 10/9/2019 or 11/13/2019
10/8/2019 To be scheduled 10/29/2019 11/13/2019
11/12/2019 To be scheduled 12/10/2019
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Would you like to learn more about our services?
Please contact us for a free demonstration