Planned Giving

◦ Planned giving is a long-term fundraising strategy.

◦ In view of the massive wealth transfer underway, all nonprofits should focus to some degree on planned giving.

◦ If you have short-term needs, include planned giving in your campaign, but focus on donations that will result in more immediate responses.

“Crescendo Interactive offers an integrated marketing system with mobile-friendly websites, email campaigns, custom videos, donor proposal software, web to print, donor analytics, gift calculators and social media content.”

Relatively few nonprofits have the resources to hire professionals with the legal and technical expertise required to manage a successful planned giving program.

Carolyn recommends partnering with Crescendo to provide the legacy and planned giving information donors and professional advisors seek, while also reducing the need for additional staff.