GiftLegacy Advance 2024

Do you want to increase your organization's current gift giving from $50,000 to $500,000+ in 2024? The GiftLegacy Advance 2024 marketing campaign is designed to encourage nonprofits to increase Donor Advised Funds (DAFs) and IRA Charitable Rollover gifts.

Crescendo's marketing tools cultivate donor relationships through personalized and strategic communication. GiftLegacy Advance 2024 can help your organization implement a comprehensive plan and a tailored approach to each individual donor.

IRA Rollover Advance 2024

Program Details:

1. Two Campaigns of Three Weeks

You may enroll in our CresCoaching courses to receive a personalized marketing plan with one of our coaches. In these classes, we can help you create a marketing plan that makes it possible to use persuasive IRA rollover marketing tools in just two hours per week.

2. IRA Rollover Web Page

Your gift planning website features a page about IRA rollover gifts, which includes a video, a downloadable brochure and a dynamic widget. You may also feature related donor stories on your website.

3. IRA Rollover Widget

The IRA rollover widget streamlines donor giving for IRA rollover gifts. Donors are redirected from your website to the login pages of different providers to make these gifts. You can be notified by email of IRA rollover gifts made from your website.

4. IRA Rollover Eblast

You may choose from a variety of eblast templates available in CresManager.

5. IRA Rollover Social Media Post

Your social media posts can link to your IRA rollover web page

CASA of Orange County's Social Media Post

6. IRA Rollover Literature with QR Codes

CresPrint, our cloud web-to-print customization program, allows you to quickly personalize IRA rollover literature with QR codes linked to your website.

IRA Rollover Postcard with QR Code (CresPrint)

IRA Rollover Brochure with QR Code (CresPrint)

IRA Rollover Brief with QR Code (CresPrint)

7. Master Gift Case with IRA Rollover Content

A respected major gift officer stated, "Your job is to sell your dream with all the conviction and ardor within you." An effective gift proposal needs to focus on your gift case. Your donor needs to connect with you at the emotional level. The Master Gift Case is a one-page key to success with donors. It is part of Crescendo's CresPro cloud software. You can customize a Master Gift Case with IRA rollover content for each individual donor.

8. IRA Rollover Donor Proposal

Using CresPro, our gift illustration cloud software, you can create a customized four-page IRA rollover proposal for each individual donor.

DAF Advance 2024

Program Details:

1. Two Campaigns of Three Weeks

In our CresCoaching courses, we can help you create a marketing plan that makes it possible to use persuasive DAF marketing tools in just two hours per week.

2. DAF Website Page

Your gift planning website features a page about DAF gifts, which includes a video, a downloadable brochure and a dynamic DAF widget.

3. DAF Widget

The DAF widget streamlines donor giving for DAF gifts. Donors are redirected from your website to the login pages of different providers to make these gifts. You can be notified by email of any DAF gifts made from your website.