Dec 2017 AFR: 2.6%
Planned Giving Seminar - Integrated Marketing

Integrated Marketing Seminar

What types of messages resonate with donors? What key words and phrases prompt donors to act? How can an organization add visual appeal to its marketing? The Integrated Marketing Seminar will answer these questions and much more.

Integrated marketing is the best way to optimize your major and planned giving marketing and close more gifts. Discover the secrets of messaging, branding and segmentation for major and planned gifts. The Integrated Marketing Seminar covers marketing best practices for websites, enewsletters and eblasts, literature, analytics and more. Learn how to dramatically increase your response rates and close gifts by coordinating your marketing channels to maximize efficiency and produce results.

Price: $250

Course Topics

  • Messaging that Works
  • Website Best Practices
  • Enewsletter & Eblast Strategies
  • Winning Bequest Campaigns
  • Heritage / Legacy Societies
  • Using Analytics Advantageously
  • Integrated Marketing Strategies
  • Optimizing Use of Literature
  • Social Media Strategies
  • Creating a Marketing Plan
  • IRA Rollover Campaign Ideas
  • Principles of Network Marketing
  • Achieving Marketing Success
  • Personalized Donor Proposals

Schedule

LOCATION Date(s) PRICE  
Integrated Marketing
Orlando, FL
1/22/2018 - 1/22/2018 $250.00
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Integrated Marketing
Atlanta, GA
1/23/2018 - 1/23/2018 $250.00
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Integrated Marketing
Charlotte, NC
1/24/2018 - 1/24/2018 $250.00
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Integrated Marketing
Camarillo, CA
2/01/2018 - 2/01/2018 $250.00
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Integrated Marketing
Seattle, WA
2/12/2018 - 2/12/2018 $250.00
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Integrated Marketing
San Francisco, CA
2/13/2018 - 2/13/2018 $250.00
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Integrated Marketing
San Diego, CA
2/14/2018 - 2/14/2018 $250.00
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Integrated Marketing
San Antonio, TX
3/12/2018 - 3/12/2018 $250.00
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Integrated Marketing
Dallas, TX
3/13/2018 - 3/13/2018 $250.00
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Integrated Marketing
Oklahoma City, OK
3/14/2018 - 3/14/2018 $250.00
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Integrated Marketing
Philadelphia, PA
4/16/2018 - 4/16/2018 $250.00
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Integrated Marketing
New York, NY
4/17/2018 - 4/17/2018 $250.00
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Integrated Marketing
Boston, MA
4/18/2018 - 4/18/2018 $250.00
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Integrated Marketing
Washington, DC
5/15/2018 - 5/15/2018 $250.00
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Integrated Marketing
Chicago, IL
5/16/2018 - 5/16/2018 $250.00
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Integrated Marketing
St. Louis, MO
5/17/2018 - 5/17/2018 $250.00
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Integrated Marketing
Orlando, FL
9/19/2018 - 9/19/2018 $250.00
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Integrated Marketing
Cincinnati, OH
10/15/2018 - 10/15/2018 $250.00
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Integrated Marketing
Detroit, MI
10/16/2018 - 10/16/2018 $250.00
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Integrated Marketing
Minneapolis, MN
10/17/2018 - 10/17/2018 $250.00
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Integrated Marketing
Kansas City, MO
11/05/2018 - 11/05/2018 $250.00
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Integrated Marketing
Denver, CO
11/06/2018 - 11/06/2018 $250.00
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Integrated Marketing
Phoenix, AZ
11/07/2018 - 11/07/2018 $250.00
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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:

"I found the entire seminar packed with relevant and exciting new ways to market our planned giving instruments. I will use this information immediately. This was a very practical seminar! The presenters were very open and friendly, and explained the complex topics in an easy to understand way."

— Connie Jeffery
Trust Development Officer
SDA - Southern California Conference

"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
Sr. Development Officer
Palmer College of Chiropractic

"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
Donor Relations Assistant
Opportunity International

"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
Executive Director Planned Giving
Jewish National Fund

"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
Director of Planned Giving
OSF Healthcare Foundation

"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

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