eGift Success Stories

GiftLegacy users are receiving planned gifts using the GiftLegacy System. We call these gifts "eGifts" because more than 50% of the contact with the donors has been made through electronic means (online, e-mail, eNewsletters, etc.). Below are just a few of the success stories that GiftLegacy users are experiencing. If you would like to share your success story, please contact us.

• New Decade Gift Planners
• Colleges & Universities
• Social Service Organizations & Others

Glenn Pittsford Assistant Vice President for Gift Planning Texas A&M Foundation

"For over 18 years, Crescendo Interactive has been a major influence on my success as a gift planner. Texas A&M is a very special place; Aggies are a special family; they give well and have created a wave of planned giving success. The Texas A&M Foundation Office of Gift Planning uses every service offered by Crescendo. We receive 25,000 page views on our planned giving website per month. We send out 75,000 GiftLegacy emails and over 300 Giftlaw emails per month. GiftLegacy has increased our eMarketing reach to over 100,000 eContacts per month, assisting in bringing in $60 Million in new planned gifts last year alone!"

Randy Mueller Planned Giving Officer Eisenhower Medical Center Foundation

"As a one-person planned giving department it is essential that I make the best use of my time. GiftLegacy has enabled me to spend less time preparing materials and more time with donors. As a result, during the past three years I have been able to close over $80 million in new planned gifts. Even more amazingly, over $11 million of this amount came from two responses from a GiftLegacy eNewsletter! Another $3 million came when a prospect, not even a current donor, visited our website. The experts at Crescendo designed our planned giving website so that it looks just like our Eisenhower site. My job has always been enjoyable and with GiftLegacy, it is a lot easier."

Jonathan Rich National Director, Gift Planning Ducks Unlimited, Inc.

"Crescendo Interactive has been a key element to the success of our gift planning program for over 10 years. Ducks Unlimited, Inc. utilizes all the services offered by Crescendo. In the last four years, Crescendo has assisted us in securing over $100 million in gifts during our "Wetlands for Tomorrow" campaign. Ducks Unlimited members are passionate about our critical conservation mission and Crescendo helps us assist our members in making mission changing gifts on a daily basis. Crescendo services free up my time to close current and deferred gifts. They are great partners."

Jennifer Nohelty Gift Planning Counselor Gift Planning Services, LLC

"Crescendo Interactive offers a complete planned giving system through GiftLegacy! It has given us the confidence and the competence in charitable gift planning for working with our donors, and it acts as an incredible silent salesman. We have closed over $100 million in current and deferred gifts in the past two years! Many of our donors visit our GiftLegacy website and play with the charitable giving calculators. The calculators allow our donors to see how a gift will look in their estate plan. A picture is worth a thousand words, and Crescendo’s flowcharts allow people to picture themselves as major donors. These flowcharts have been the starting point for many donors who wanted to turn their ordinary estate into an extraordinary legacy."

Judy Cash Director of Gift Planning McIntire School of Commerce, University of Virgina

"Our business graduates love the ease of using GiftLegacy to run their own calculations, read stories of fellow alumni, use eLiterature, and keep up with current financial and tax information. Our GiftLaw website has over 2,000 views each week as donors and their advisors find it so easy to view GiftLaw Pro and obtain comprehensive tax information with just a few clicks. These powerful tools have generated millions of dollars in gifts to the McIntire School. The Crescendo conferences and GiftCollege provide recognized certification and life-long learning experiences enhancing one’s ability to stay abreast of changes in our exciting field of Gift Planning. Crescendo offers a complete package, more than we can use, that gives me the sense of adding a team of estate attorneys and an experienced back office to our team. What a bargain!"

Toni Jernigan Director of Planned Giving

"I want to share with you our delight at getting our first planned gift tied directly to the new planned giving website. I have been sharing the MUSC planned giving web address with advisors, staff members and board members. Everyone is sending us rave reviews for the site. Last week I met with a board member who said he wanted to learn more about planned gifts. He was totally new to the concept of planned gifts so I explained a few planning concepts, such as lead trusts, annuity trusts, and gifts of appreciated stock or real estate. I showed him briefly the website sitting in his office and suggested he read some of the stories and use the calculator to check out some possible plans using his specific information. Well...two days later he gave me a call and said "Toni, I know just what I want to do." He quoted me the vehicle, unitrust, the term of years, the rate and all the details I needed to reproduce the calculations and prepare the documents. If our Executive Director or Vice President of Development had any doubts before, they don't now. Thanks for helping us open another avenue of education and communication with our donors."

Lynda Jacobson Asst. V.P. of Development - Gift Planning

"Iowa State University Foundation has been actively marketing IRA rollover gifts to our alumni and friends. We always direct them to our GiftLegacy web site for IRA information and motivating donor stories of IRA gifts. We also provide our web address on all of our print publications. As of August 2007 ISU has received 108 IRA Rollover gifts totaling 1.3 million dollars! Thank you Crescendo for partnering with us to make a difference."

Steve Weldon, J.D. Director of Planned Giving

"The Crescendo website, our weekly Crescendo newsletters always led by a story about our students, your outstanding software, top-tier staff and Crescendo teleconferences have been crucial elements in CSUMB demonstrating its commitment to provide exceptional service for our professional friends, their clients and university friends. The results speak volumes: our 7-year old Planned Giving Program has celebrated both immediate and deferred major gifts, including completion of our 5 year work on a CRT where we just realized its $4 million remainder interest--all for scholarships! Thank you to all of the Crescendo crew for your terrific support and work!"

Mel Friesen Director of Gift Planning

We had two wonderful weeks with GiftLegacy! Last week I wrote a brief paragraph about the GiftLegacy Thought for the Week -Heavenly Gifts - Receiving more than we ask. This very week Grace University received a check for $1,000,000 from an Omaha couple for Chapel renovation and the complete renovation of our Library. Alley-Poyner Architecture P.C. has drawn preliminary plans for these projects and Lund Ross Constructors helped cost out the projects. GU President, Dr. Jim Eckman approached this couple with the need and the check we received in the mail exceeded the amount asked. This week Grace University received a check for $20,000 from IRA custodian, American Funds, from a donor in another city. This woman sends a gift four or five times a year, not always the same amount or in predictable intervals. She is a quiet, private person. She is financially astute and recognized the advantages of the opportunity to make a direct transfer gift from her Individual Retirement Account. She says that the process was fairly simple and the form American Funds provided was easy to follow. This gift will satisfy the Required Minimum Distribution for 2006.

Dr. Steve Seelig Director of Planned Giving

eMarketing Works at Point Loma Nazarene University. The first day we sent out the Gift Legacy eNewsletter to our increased audience of 2,000 alumni constituents we received an eResponse that has led to an $80,000 Gift Annuity and future Endowed Scholarship with the remainder. We have had numerous requests for "Wills Kits" from friends viewing our eNewsletter that has given us opportunity to directly contact donors who desire to remember us with a bequest. While attending the Crescendo Internet Marketing Seminar, our third eGift was received when we checked our e mail messages. It is a gift from a donor family who is in the process of selling their home. eMarketing works if you will work it. We are overhauling our entire marketing process so that we can better impact our constituency and reach more donor prospects. We have found that our alumni read our eNewsletter and are glad that we compare favorably with other major universities and charities in offering gift plan options. Since we started using the GiftLegacy Pro system we have closed 4 eGifts. Our first gift was a CRG for $308,000 followed by a gift annuity for $80,000, a KETRA cash gift of $5000, and a deferred trust for $29,000. Thank you for helping Point Loma Nazarene University Planned Giving to "tune up" our marketing efforts. We expect that many more gifts will be forthcoming because of your excellent coaching. I am a happy customer because you are giving me valuable tools that work.

Dave Miedema Planned Giving Director

"Like many of you, I was hearing about Crescendo GiftLegacy Pro charities that were closing "eGifts" - major direct gifts, large charitable remainder trusts, six-figure gift annuities - all stemming from electronic marketing! I was uncertain whether or not our alumni and friends of the University of North Dakota would respond to this innovative marketing tool. Then it happened. The phone rang. A UND graduate from northern California called and informed us he owned rental property in northern San Diego County. The property had a low basis, high appreciation and was located in a booming market. Plus, the donor and his wife wanted to reserve life income from their gift. It all fit. A FLIP Unitrust was born - a new planned gift totaling nearly $500,000! Some days later, I learned the shocking news. What motivated him to call? It was GiftLegacy!! - It was our weekly eNewsletter with links to our GiftLegacy web site. He read the gift stories about other UND Foundation donors who funded gifts with highly appreciated real estate. He liked it. He studied it. He did it! Without question, GiftLegacy is having a positive impact among our prospects and donors and blends beautifully with our overall marketing plan."

Dan Ferris Director of Development

"I am pleased to report that Olivet Nazarene University received its first online gift annuity. Less than two weeks after our GiftLegacy site went live. We received an online request for more information about a $50,000 gift annuity! I sent this family an e-mail proposal. They called a week later to say that a check was in the mail. Thanks for all of your help in making this gift possible. P.S. We have also received an inquiry from a known donor about a $200,000 deferred gift plan. This family has been running their own proposals on the web and we are discussing options."

Harry Pittman Director of Planned Giving

"We just received a $12,000 rollover gift, a smaller $3,150 rollover with that same amount next year from the same donor and a $6,300 rollover gift for next year from the other donor. We know of more that will come in during the 2009 year. Next year rollover gifts that are pledged to date total over $56,000. All just from our GiftLegacy program. We are so grateful that as a local church First Baptist Church of Indian Rocks is well position year-end. "

Pat Bilow Gift Planning Counselor

"A number of people I've worked with have commented about the excellent material in our gift planning website and wonder how I find the time to write so well and so much. Of course, I tell them about the great Crescendo staff that does all the work for me. Thanks, Crescendo! You've made such a difference! I love all the print material that can be customized to LWML. Aside from imparting a boatload of great information to lots of people, you're also making me look good!"

Sarah Lower Development Associate

"I received a request for a Wills Kit a few days after launching our GiftLegacy Website. Two days later a gentleman called me. He had used the Wills Kit I sent and was calling to obtain our Tax ID number so that he could put Kids in Distress in his will!! This was our first bequest DIRECTLY generated from our website. Thanks so much!"

Monica Estabrooke Planned Giving Officer

"The GiftLegacy resources that Crescendo has available to their subscribers make communication, advertising, and marketing much easier for gift planners. At AARP, I don't have to create from scratch. On the other hand, I can add adapt, change, edit, or personalize what they provide. The royalty-free privilege is very cost effective. They are a full-service provider, always looking to do more for their customers. Last, and most important, the entire staff is always responsive, professional, and talented."

Randall J. Sweeney Executive Director

"Having just instituted a brand new Charitable Gift Annuity program at Chautauqua, I can firmly say that the Crescendo services have made a considerable impact on our early success. With the launch of our GiftLegacy website last fall and the use of illustrations provided through the Crescendo Pro software, we are not lacking in marketing or administrative ammunition for our new program. This has been proven to us by the fact that we are currently in the process of closing two new Charitable Gift Annuity contracts, totaling over a half million dollars. It's no coincidence that these contracts have come at the same time we began publicly promoting our new website and software. Additionally, we have seen our GiftLegacy website hits increase in each month since its launch. We haven't even scratched the surface as to what Crescendo can offer, and we are already seeing measurable success!"

J.R. Loofborrow Director of Advancement

"Mount Hermon Association, Inc. recently completed two significant gift-annuities. The largest was $500,000. Crescendo's eMarketing tools not only allowed us to provide illustrations, but also assisted us in answering the donor's specific questions. Thanks Crescendo!"

Steve Totten VP of Planned Giving

"As a result of the GiftLegacy eNewsletter, the YMCA of San Diego County became the beneficiary of an entire estate. Our donor clicked the "Weekly Special Offer" link in his eNewsletter and the GiftLegacy System notified and provided me with his name and e-mail address. I then called him and we met. He is 88 years old and has been involved with the YMCA for many years. His desire was to have the YMCA be the sole beneficiary of his will. But, he did not have a will! As a result of our working together, he now has a will and the YMCA is the sole beneficiary. Thank you GiftLegacy!"

Beth Berger Autrey Divisional Planned Giving Director

"I received a call in my office from a woman, age 82, who was interested in a $15,000 Charitable Gift Annuity. As we discussed how Charitable Gift Annuities worked I found her to be very informed and inquired if she had other CGA's. She informed me that she did not, so I asked how she knew so much about them. It was then that she told me that she had learned about them from our web site. While surfing the web she had come across our GiftLegacy site and had been intrigued. She had already researched how CGA's worked, what her benefits would be and had looked at the calculations. We set an appointment and within three days I had met with her and had a signed CGA application. When I returned with her document she was very excited to have become a part of The Salvation Army."

Diane Hutson Director of Gift Planning

"In August a donor's nephew e-mailed Union Rescue Mission using the "Contact Us" button on our GiftLegacy web site. The nephew requested information on setting up a $100,000 gift annuity for his aunt, an 86 year old widow living in a nursing home. The woman's husband had died recently and he had left a gift to URM in his estate that was going through probate. The woman was moved to the nursing home shortly after his death. The nephew explained that his aunt needed income to cover the cost of the nursing home and her husband had always thought of URM as a worthy cause. After receiving the nephew's e-mail, I visited with the nephew and set up the gift annuity to begin in September. The aunt received payments from September to December. In January of this year, the woman died and URM received the remaining annuity. Thank you, Crescendo, for providing this invaluable service!"

John M. Wall Senior Divisional Planned Giving Director

"A woman donor age 60 years old was looking for information via the Internet. She typed in "charitable gift annuities" and ended up looking at the sites of a few different charities that issue CGA's. Somehow she ended up on a Salvation Army site and was referred to me since she lived in Florida. The woman indicated she had no children, was not married and was looking to increase her income. She felt this would be a good way to provide for herself and support the local Salvation Army corp. She indicated she had visited the corp on previous occasions and ended up taking out an annuity over $100,000 using cash that was in a CD."

Scott Toncray Director of Communications

"On the third day after GiftLegacy went live on the Wycliffe Foundation Web site, we received a Charitable Gift Annuity application for an amount that paid for the site subscription and then some. This gift was made before we included the site address in any of our marketing or promotional materials. I am looking forward to marketing the site and seeing how many more eGifts we receive as a result of GiftLegacy."

Ralf Stores U.S. Director of Ministry Partnerships

"Our planned giving web site has been up and running for just over 3 months. It often takes considerable time before a major gift is generated. Last week a person who visited our site inquired about a very significant gift annuity. Today Trans World Radio received a check for a gift annuity in the amount of $130,000. Praise the Lord for his wonderful provision!"