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GiftLegacy Features

GiftLegacy Pro provides essential elements for eMarketing that will expand your organization's gift closing potential. The GiftLegacy Pro system helps you build solid donor and professional advisor relationships and close more gifts.


Interactive Website
GiftLegacy's interactive website features your branding and messaging with motivating gift stories, fresh weekly articles of interest to seniors, online Wills Planner, personal gift illustrations and much more. View example sites or ask about a free demonstration!


Weekly eNewsletter
GiftLegacy provides a GiftLegacy eNewsletter for donors and a GiftLaw eNewsletter for financial professionals.
Each features your branding and timely articles, impactful stories and multiple links directing recipients to your website. You may personalize the header and footer with your organization's weekly news.


Royalty-free Marketing Literature
The royalty-free marketing literature includes ads, brochures, briefs, postcards, inserts, quarterly print newsletters and Wills Guides. All customizable literature is created in Adobe InDesign for use in mailings, newsletters and emailings.

Online Wills Planner
The online Wills Planner is a step-by-step guide to planning your estate. Donors complete information on family, estate and goals using our secure online server. Then they save the information and provide it to an attorney to complete the estate plan.

Provide and Protect
Provide and Protect is an online and print bequest marketing strategy. It includes a print and online Wills Planner for donor visits, onsite and online seminar marketing and presentation materials, the Provide & Protect multimedia estate planning book, GiftAttorneys to complete bequest documents plus marketing Success Steps.

Gift Attorneys
Crescendo is building a nationwide group of attorneys with charitable receptivity. Donors may create accounts and grant access to you and a qualified GiftAttorney and then make updates as life changes occur. Donor updates will be flagged for you, permitting you to draft and revise wills and trusts 24/7.

Pro, Plus, Presents Software
The Pro, Plus, Presents system includes the industry's number one proposal software, Crescendo Pro, for personalized eProposals, the dynamic Crescendo Plus for PowerPoint group seminars and Crescendo Presents for notebook presentations — anywhere, anytime.



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