Planned Giving Analytics

Additional Tools & Services

You are critical to your organization's mission. Let the experts at Crescendo help you reach your goals. Our GiftLegacy marketing system includes social media integration, powerful web analytics, a marketing plan for charities affiliated with our clients and webinars with personal consultations for bequest campaigns.

We make these tools available through our CresManager system. This easy-to-use interface provides everything you need for managing and implementing your planned gifts marketing.

Planned Giving Social Media
Facebook post
Planned Giving Analytics
One of GiftLegacy's analytics tools

Social Media

You can use social media to strengthen your relationship with donors. We have the tools you need to manage social media effectively.

Our platform allows you to tweet and post links to articles on your website on Twitter and Facebook. Our royalty-free articles include Washington news, finance news, savvy living, personal planner and other topics of interest to your donors. These articles can be published freely across your social media channels.

CresDonor - Web Analytics

You can track the activities of visitors to your website, understand what they are viewing (e.g.: their gift preference) and assess their level of interest in a planned gift. Our proprietary analytics interface shows your top donors based on their unique web actions. You can use our analytics to target marketing to your best prospects, perform prospect searches by region and understand your donors' gift preferences.


GiftCharity is a bequest and planned gifts marketing system for charities affiliated with our clients. Many of our GiftLegacy Pro subscribers have related organizations without a full-time staff member to raise planned gifts. With a web page, brochures, wills guide and branded enewsletters, these affiliated charities can enjoy the benefits of a high-quality bequest and planned gifts marketing program.


CresCoaching is a four-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. Visit the CresCoaching page for our schedule.


Take control of your data management. Now your team can truly work together for better results. CresLeader allows your organization to create staff accounts, share software records between staff, establish online security password criteria as well as manage, transfer and add software accounts for additional users. For example, some organizations have two to four staff managing different sections of their website or marketing options. CresLeader gives you the tools you need to manage their accounts along with reporting capabilities.

Advisor Resources (GiftLaw)

Your relationships with professional advisors can be as important as your connection with current or future donors. Our GiftLaw service helps your organization connect and build relationships with advisors through simple, easy and cost-effective methods. We provide web pages with continually updated content for attorneys, CPAs and other professional advisors, and online calculators to help them discuss charitable deductions with their clients.


Crescendo offers a SECURE Act marketing package, which includes an eblast, postcard and brochure. The package focuses on the testamentary charitable remainder unitrust (TCRUT) as the solution to the IRA beneficiary inheritance problem created by the SECURE Act.

Free White Papers (PDF)

Using hard data and real cases, our white papers cover a wide variety of topics to help your fundraising efforts:

Free White Papers

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