Planned Giving Seminar - Integrated Marketing

Integrated Marketing Seminar

What types of messages resonate with donors? What keywords and phrases prompt donors to act? The Integrated Marketing Seminar will provide insights into positive marketing messages and share successful examples of messaging that works. You will walk away with practical ideas for web, email, print and social media marketing to help you engage your donors and close more gifts.

Course Topics

  • Messaging that Works
  • Multichannel Marketing
  • IRA Rollover
  • Charitable Gift Annuities
  • Gifts of Real Estate and Charitable Remainder Trusts
  • Bequests and Beneficiary Designations
  • Legacy/Heritage Society
  • Print Marketing
  • Donor Proposals
  • CresManager
  • CresSurvey
  • CresLite and CresMobile
  • GiftCollege
  • CresCoaching


Integrated Marketing
San Diego, CA
9/25/2024 - 9/25/2024
8:30am - 3:30pm
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Integrated Marketing
Camarillo, CA
10/30/2024 - 10/30/2024
8:30am - 3:30pm
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Integrated Marketing
Virtual (Webcast)
10/30/2024 - 10/30/2024
8:30am - 3:30pm
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What People Are Saying

We are proud to have had the following organizations, among many others, as part of our planned giving seminars:

"Crescendo has so much to offer. I've been using their products and services for five years now, and every time I think I have a good handle on usage, I learn other things, new ideas, etc. that I can do to enhance my legacy giving program. "

— Lois Kundel

"There is an amazing amount of capability and resource within Crescendo products. I am looking forward to discovering more ways to tap into it!"

—Anna Robbins

"The content of the seminar was wonderful, useful and immediately spurred ideas that I can act on in my upcoming newsletter. This seminar is valuable to both the planned giving professional and the marketing professional. Crescendo's marketing system is easy to use, fully inclusive, cost effective and will increase giving to your charity. Investing in a relationship with Crescendo is a win, win! Crescendo offers so much value added for staff and board members at an unbelievably inexpensive cost! "

—Judy Feig

"I have been working with Crescendo since September on this. There is not a single person there who has not been amazing to work with. When I attended my last seminar, I told Charles that I have never had such a gratifying and well supported experience than I have enjoyed working with the Crescendo staff. I truly am so grateful to you all! "

— Micki McCarthy, CGPA

"I have attended several seminars over the years. I always find them to be full of fresh content, relevant to those of us involved in planned giving and raising major gifts and practical in its application upon return to the office. Crescendo is just the best! I find the seminar offerings always have topics of interest and are taught by qualified professionals who work in the area they are teaching. The chance to meet people from around the country who do what we do is also invaluable. Also, Crescendo is always coming out with new and improved ways to use and market gift ideas, and seeing those and getting some training on how to use new ways to present ideas to prospective donors is extremely helpful. Crescendo is always one step ahead and it's great to hear about how to do what we do in new and better ways."

— Robert Cathcart

"Besides the nearly 250,000 page views on our GiftLegacy site, some of our successes included the Wills campaign to encourage charitable bequests this past year. The Wills campaign resulted in over 156 partners requesting the CBN Wills Guidebook and bequest information. 77 partners have communicated they are naming CBN and OBI as beneficiary in their estate plan. We have received current partner verifications naming CBN and OBI (Operation Blessing International) as beneficiary in 13 bequests already. In addition, several large bequests are expected to be put in place by partners in the near future. "

— Frank T. Nico

"Crescendo makes a big job simple, providing all the resources needed to run effective planned giving campaigns - and their level of customer service is superb!"

— Cathy Gillespie


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