As many nonprofits already know, 80% of planned gifts that come through the door are in the form of a bequest. It’s the easiest gift to receive and administer out of all the planned giving methods. How do you promote the concept without repeating the same message to your audience all the time?

This seminar will not only teach you the latest trends and techniques that are used to increase response but attendees will also learn how to work with their professional advisors so their donors will be motivated to complete their will. Learn what works by increasing your marketing strategies in your print and electronic formats. It doesn’t take a gift planning expert to increase bequest response, just someone who is up to date with all the marketing strategies used today.

As an added bonus, this seminar will also briefly discuss running similar marketing campaigns for two other topics that will be popular this year, Gift Annuities and IRA Rollover. * Receive five free GiftCollege credits when you register!

Introduction to Marketing

Wills Campaign

Bequests – the #1 Gift
Wills & Your Website
Introduction to the Member’s Section
Marketing Literature
Literature Overview
Adobe InDesign Software
eNewsletter – Overview
eMail Service
Updating Your eNewsletter Headers
Donor Seminars – “Before the Big Event”
GiftAttorneys
Sample Documents
Planning Steps
Sample Campaign Schedule

Charitable Gift Annuity Campaign

Overview
Planning Steps
Sample Campaign Schedule
Presents & eProposals

IRA Rollover Campaign

Overview
Planning Steps

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 can’t remember another seminar where I sat in a room all day and the presenters kept my attention. The material was interesting and useful and well-presented. I can truthfully say it was one of the best seminars I have ever been to.

Kathleen Finck Smudy
Director of Planned Giving
San Antonio Area 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
Wills Marketing Charlotte, NC	9/16/2010	-	9/16/2010
Wills Marketing Chicago, IL(PPGC)	9/29/2010	-	9/29/2010
Wills Marketing Orlando, FL(PPP)	10/13/2010	-	10/13/2010
Wills Marketing San Antonio, TX(AHP)	10/19/2010	-	10/19/2010
Wills Marketing St. Paul, MN	11/01/2010	-	11/01/2010