Jun 2017 AFR: 2.4%
Planned Giving Education

Training

Are you marketing gifts in all of the right places? How do your donors like to receive information from you? Do you need to learn more about marketing major gifts, bequests, creating charitable gift annuities and structuring charitable remainder trusts? Do you know about the latest developments impacting planned giving?

Our seminars, webinars and annual Practical Planned Giving Conference will give you knowledge to reach your donors, discuss the best gift options to achieve their goals and help your organization close more gifts.

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BoomerTrillion Marketing Seminar

The Boomer generation will own and transfer most of the $88 trillion in U.S. household net worth. Over $1 trillion is potentially available for nonprofits that offer blended gifts and bequest campaigns. Multichannel marketing is the best way to optimize your marketing and close more gifts. This seminar will help you develop a dynamic multichannel marketing strategy to share in the boomer wealth transfer.

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Blended Gifts Seminar

This seminar is intended to equip you to offer the most common blended gift strategies to your donors. Learn hands-on how to create persuasive proposals for all gift combinations along with personalized marketing materials. Walk away with everything you need to get started offering and closing blended gifts in or outside of your next fundraising campaign.

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Planned Giving Startup Seminar

Are you just getting started in planned giving? Would you like to reenergize your planned giving program? The planned giving startup seminar is designed to teach the fundamentals of planned gifts, including guidelines for accepting gifts of cash, stock and real property. You will learn the basics of bequests, charitable gift annuities, charitable remainder unitrusts and more. Other topics include donor visits, stewardship and gift administration.

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Comprehensive Seminar

From data entry to planned giving basics, learn the ins-and-outs and full power of CresLite and Crescendo Pro, our proprietary software. Experienced gift planners, beginners and assistants benefit from attending this basic exploration of the Crescendo software, which includes learning to put together donor proposals and gift documents.

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Advanced Seminar

This seminar is designed for those ready to take the next step in planned giving education. Learn about the most creative and complex planning strategies. It includes discussion of education and retirement unitrusts, lead trusts, family corporations, gifts of IRAs and pension plans, unitrusts with insurance replacement and zero-tax plans.

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Business Planning Seminar

Explore sophisticated charitable planning techniques for business owners, including planning for owners who wish to retire and sell a business or transfer the business to family members. You will also learn about zero-tax plans for large estates.

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Webinars

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.

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Bequest Marketing Education (CresBequest)

CresBequest is a four-week webinar series designed to help you build and manage an effective bequest campaign. CresBequest can help you develop an integrated bequest campaign plan to close bequests and increase the number of members in your legacy society.

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Practical Planned Giving Conference (PPGC)

Learn how to increase major & planned gifts at Crescendo's 2017 Practical Planned Giving Conference. Discover the latest developments in charitable planning that will help you inspire your donors to give. Thirty industry experts will motivate you with 48 breakout sessions and six tracks at the Hilton San Diego Resort & Spa on September 25-26, 2017.

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Interactive eLearning Program (GiftCollege)

Gift College is an online interactive planned gifts elearning program. It features over 100 online videos along with supporting text. Whether you want to learn more about charitable gift annuities or charitable remainder trusts, GiftCollege permits you to customize the curriculum to meet your goals. Expand your knowledge from the comfort of your home or office.

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