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Bequest Boom Seminar
Wills/GA Marketing main image Learn how to reach your share of the 78 million baby boomers with an online wills and bequests program. Get the tools to launch an effective wills campaign in 2013. Combine the online Wills Planner with the Provide and Protect multi-media book and a nationwide network of GiftAttorneys. Make greater impact with an interactive website, newsletters, ads and brochures, and social networking. Discover how electronic and print media can boost your results.

Price:
$250.00
add to cart
  • Course Outline
  • What People Are Saying
  • Schedule

Marketing Success
Positive Giving Trends
Importance of Branding
Overview on Bequests

CresManager Overview
CresManager Helps
Donor Leads
eLiterature
Image Library
Mission Videos
Page Editor
Web Presents
Board of Directors
eNewsletters and eBlasts
Online Wills Planner


Provide and Protect System
Donor Visits
Seminars
Provide & Protect Multimedia Book
GiftAttorneys
Success Steps


Campaigns

Analytic

Literature

GiftCharity

Social Media

Marketing Plans

Marketing Innovations

Next Steps


World class vision plus useful down to earth practical plans and applications for guiding small and large planned giving programs!
Joseph McKay
Executive Director of Gift Planning
University of Denver

I wanted to let you all at Crescendo know that your Provide and Protect wills workshop ideas, materials and support have been very valuable to the Area Foundation. We have had 2 workshops this year and have drawn in donors and volunteers who did not previously have planned gifts for the Foundation. We have been notified of two bequest gifts as a result of the workshops - one of them was promised even though the person could not come to the workshop!

You have made it very easy to put on these workshops and have also given us the impetus and confidence to do them. Thank you!
Kathleen Finck
Director of Planned Giving
San Antonio Area Foundation

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
CBN PLANNED GIVING

The University of Texas Health Science Center Houston received the CASE District IV "Most Improved Planned Giving Program" for 2010! The GiftLegacy eMarketing System was a critical foundation for our success. Increasing our GiftLegacy eNewsletters from bi-monthly to weekly increased our planned giving page views by approximately ten-fold. We are receiving 3-4 responses per week from our GiftLegacy website and personalized eNewsletters. Six new bequests including ones for $250,000 and $100,000 are documented eGifts. Currently we have received 23 requests for the Wills Guide. The GiftLegacy System is so comprehensive and valuable!
Shirley Druggan
Director of Gift Planning
University of Texas Health Science Center Houston

I thoroughly enjoyed the training. It was SOOOO helpful. I am just amazed at the products and alignment you all have in your products and the way you help us the professionals in the field. I certainly have my ‘to do’s’ and one is following up on the Newsletter thing.
Paul Swasko, CFRE
Executive Director
CHRISTUS Health Foundation

I appreciate all of the marketing tips and strategies that are as comprehensive as a strategic plan I can put in place. I am grateful for you at Crescendo.
Diane Thornton
Director of Planned Giving
University of St. Thomas

Great Seminar!! I have asked our national center to get our GiftLegacy activated and agreement to Crescendo. We are excited and looking forward to using your entire system.
Craig Forney, CFP
Vice-President of Planned Giving
American Heart Association

Thank you for this extra information. That was my first training and I’ve been doing the newsletter since August 2008. There are lots of things I am going to implement right away!
Monica Griffith
Marketing & Events Specialist
Hill Country Memorial Hospital Foundation

Kathleen and I thank you and your whole team for a great seminar. We came back to work with heads full of ideas.
Laura Carter
Communications Manager
San Antonio Area Foundation
Seminar Dates
Bequest Boom!
Costa Mesa, CA
5/29/2013 - 5/29/2013 Add to Cart
Bequest Boom!
Chicago, IL (PPGC)
9/25/2013 - 9/25/2013 Add to Cart
Bequest Boom!
St. Louis, MO
10/14/2013 - 10/14/2013 Add to Cart
Bequest Boom!
Minneapolis, MN
10/15/2013 - 10/15/2013 Add to Cart
Bequest Boom!
Nashville, TN
10/16/2013 - 10/16/2013 Add to Cart
Bequest Boom!
Oklahoma City, OK
11/04/2013 - 11/04/2013 Add to Cart
Bequest Boom!
Denver, CO
11/05/2013 - 11/05/2013 Add to Cart
Bequest Boom!
Phoenix, AZ
11/06/2013 - 11/06/2013 Add to Cart

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