We offer a wide variety of webinars for your convenience. Webinars cover many aspects of planned giving such as gift annuity basics, charitable beneficiary designations, blended gifts, bequest campaigns and much more.
All of our webinars are free. Select a date below to register!
Schedule (Pacific Time)
|05/29||9:30||Market Major and DAF Gifts - Learn how to use CresPro cloud software to create persuasive major and DAF proposals for cash, appreciated property and blended gifts.||Register|
|06/11||9:30||Translating the IRA Universal Deduction - Learn why the IRA Charitable Rollover is the perfect solution to increase your annual fund and how to market these gifts.||Register|
|06/11||11:00||Customizing and Sending Your Enewsletter - Enewsletters are a great way for you to provide regular updates to your supporters. Learn how to customize and send your donor-friendly enewsletters.||Register|
|06/12||11:00||Generating New Gifts from Old Leads - Use an effective technique borrowed from the for-profit industry to bring old leads to active planned giving prospects.||Register|
|07/03||9:30||Market Major and DAF Gifts - Learn how to use CresPro cloud software to create persuasive major and DAF proposals for cash, appreciated property and blended gifts.||Register|
|07/16||12:30||Enhance Your Planned Giving Program with GiftLegacy - GiftLegacy is Crescendo's major and planned giving marketing platform. Learn about proven strategies that will take your program to new heights.||Register|
|07/24||11:00||Identifying Major Gift Donors - Identify promising major gift donors for your organization through the use of prospect research, predictive science, social media and more.||Register|
|07/31||9:30||Market Major and DAF Gifts - Learn how to use CresPro cloud software to create persuasive major and DAF proposals for cash, appreciated property and blended gifts.||Register|
|08/14||11:00||Modifying Restricted Gifts - Review the legal rules for modifying the purpose of restricted funds under the Uniform Prudent Management of Institutional Funds Act (UPMIFA).||Register|
|08/27||9:00||Plannual Giving to Grow Planned Gifts - Explore best principles for annual giving campaigns to cultivate donors that can make an ultimate gift to your cause.||Register|
|09/05||12:30||Maximizing CresPrint - Produce professional-quality, custom-branded print literature with CresPrint, Crescendo's online literature design and customization program.||Register|
|09/12||11:00||Understanding Donor Advised Funds - Understand the appropriate way to handle donor advised funds from initial gift discussion to documentation.||Register|
|09/17||11:00||Enhance Your Planned Giving Program with GiftLegacy - GiftLegacy is Crescendo's major and planned giving marketing platform. Learn about proven strategies that will take your program to new heights.||Register|
|09/18||9:00||Deferred Gift Annuities as a Retirement Supplement - Review retirement planning options for donors including a DCGA with a fixed retirement date, a series of retirement DCGAs, term payment DCGAs and flexibles.||Register|
|10/24||9:00||Customizing and Sending Eblasts - Learn how to set-up, customize and send special eblasts that contain tailored marketing messages to your donors.||Register|
|10/30||9:00||Enhance Your Planned Giving Program with GiftLegacy - GiftLegacy is Crescendo's major and planned giving marketing platform. Learn about proven strategies that will take your program to new heights.||Register|
|11/14||11:30||CresPro Tutorial - Get the most out of Crescendo's online planned giving software. Learn about illustrating CRTs, CGAs and more.||Register|
|11/19||11:00||CresManager Overview - Use the tools in the powerful GiftLegacy CresManager to create branding and messaging to reach your unique donors.||Register|
|12/03||9:30||Strategies for Campaign Success - Discover successful fundraising campaign strategies based on individual case studies that match donor interests with organizational priorities.||Register|
|12/11||11:00||Using GiftLegacy Analytics to Get Results - Discover how to use donor predictive analytics to raise blended and planned gifts.||Register|
|12/12||11:00||Involving Your Trustees and CEO in Gift Planning - Explore creative techniques to engage your board and CEO, as well as best practices for increasing your ROI in a gift planning program.||Register|
What People Are Saying
We are proud to have had the following organizations, among many others, as part of our planned giving webinars:
"I am very glad I went through the program. I actually hope to do it again when I am ready for another campaign. Overall, I think I have a good plan. The problem I have is in trying to make the plan do too many things, and Crescendo helped me focus, which in the future will allow me to feel more targeted in our marketing efforts. The program helped me gain more knowledge of how to utilize the resources in GiftLegacy. Knowing what they are is one thing, but knowing how to use them effectively is another."
— Karen Piel
"Participating in the CresBequest program was a great way to educate us on the development of a custom campaign. The opening webinar provided us with a great starting point and an idea of what we should be focusing on while in planning stages. The three one-on-one calls that followed allowed for more personalized planning and strategy specific to our institution, and the final webinar brought it all together. It was nice to hear and see what the other institutions in our group came up with. This format was able to provide us with enough information to set up a customized marketing campaign."
— Jason Sciotti
Alfred State University