Dec 2017 AFR: 2.6%
Planned Giving Webinar

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.

All of our webinars are free. Select a date below to register!

Schedule (Pacific Time)

DATE TIME SUBJECT  
12/13 11:00 Collaborating with Donors and Advisors - Learn the value of being or working with "the most trusted advisor" to strategize and assure the smartest gift possible for the donor. Register
1/11 9:00 Building a Successful Major Gifts Program - Build a successful major gifts program by focusing on the right actions to produce right results and advance your mission. Register
1/18 9:00 Writing Compelling Donor Stories - Create compelling donor stories that motivate your donors to give. Register
1/24 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
2/1 11:00 Working with Professional Advisors - Explore the path to successfully working with advisors. Discover what advisors want, what they need and how to best work with them. Register
2/7 11:00 Major/Blended Gifts - Learn about the most common blended gifts so you can better serve your donors and increase their gift satisfaction. Register
2/8 9:00 Building a Planned Gifts Marketing Plan - Develop a time and cost efficient multichannel marketing plan to close more gifts and grow your legacy society. Register
2/20 9:00 CresManager Overview - Use the tools in the powerful GiftLegacy CresManager to create branding and messaging that reaches your unique donors. Register
2/22 11:00 How to Use Crescendo Software Online - Get the most out of Crescendo's online planned giving software. Learn about illustrating CRTs, CGAs and more. Register
3/7 11:00 Major Gifts Moves Management - Learn the value of being or working with "the most trusted advisor" to strategize and assure the smartest gift possible for the donor. Register
3/13 9:00 Passionate Fundraising - Renew or ignite your passion for fundraising through insights and examples from successful organizations. Register
3/21 1:00 Effective Marketing Messaging to Your Donors (Communications Study) - Discover insights into effective marketing messaging to your donors including real examples and tested strategies. Register
4/4 11:00 Social Media for Planned Gifts - Use social media to build ongoing relationships with your donors, grow your online community and generate leads and responses. Register
4/11 10:00 Multiplying CGAs and Bequests with GiftMail - Discover how GiftMail can help you create custom gift annuity donor marketing letters to multiply gift annuities and bequests for your organization. Register
4/25 9:00 Life Income Gift Options - Learn about gift options that can provide income including CGAs, CRTs, and CRATs, and potential issues that can arise. Register
5/10 9:00 Administering CGAs - Learn about best practices for issuing and administering CGAs, as well as state registration and annual filing requirements. Register
5/15 11:00 Planned Giving Startup - Learn how to begin or restart your planned giving program. Explore the fundamentals of planned gifts including guidelines for accepting cash, stock and real property. Register
5/16 12:30 Major/Blended Gifts - Learn about the most common blended gifts so you can better serve your donors and increase their gift satisfaction. Register
5/23 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
5/30 9:00 Building a Planned Gifts Marketing Plan - Develop a time and cost efficient multichannel marketing plan to close more gifts and grow your legacy society. Register
6/6 11:00 Customize Your Marketing with CresPrint - Produce professional-quality, custom-branded print literature with CresPrint, Crescendo's online literature design and customization program. Register
6/13 9:00 CresManager Overview - Use the tools in the powerful GiftLegacy CresManager to create branding and messaging that reaches your unique donors. Register
6/19 11:00 How to Use Crescendo Software Online - Get the most out of Crescendo's online planned giving software. Learn about illustrating CRTs, CGAs and more. Register
7/18 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
7/25 11:00 Building a Donor Pipeline On a Dime - Explore ways you can maximize your resources to build your bequest donor pipeline and secure future gifts for your organization. Register
8/15 11:00 Strategies for Donor C.A.R.E. - Discover best practices for donor stewardship. Learn how to offer recognition and expand relationships with your donors. Register
8/28 9:00 Major/Blended Gifts from Major Gift Donors - Explore the keys to a successful blended gifts program for major gift donors. Register
9/4 12:30 Planned Giving Startup - Learn how to begin or restart your planned giving program. Explore the fundamentals of planned gifts including guidelines for accepting cash, stock and real property. Register
9/5 12:30 Writing Compelling Donor Stories - Create compelling donor stories that motivate your donors to give. Register
9/12 11:00 Transformational Giving Through Major/Blended Gifts - Blended gifts can assist donors in making transformational gifts. Learn how to integrate blended gifts in donor discussions and asks. Register
9/25 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
9/26 9:00 CresManager Overview - Use the tools in the powerful GiftLegacy CresManager to create branding and messaging that reaches your unique donors. Register
10/24 9:00 Social Media for Planned Gifts - Use social media to build ongoing relationships with your donors, grow your online community and generate leads and responses. Register
11/1 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 10:00 Multiplying CGAs and Bequests with GiftMail - Discover how GiftMail can help you create custom gift annuity donor marketing letters to multiply gift annuities and bequests for your organization. Register
11/20 11:00 CresManager Overview - Use the tools in the powerful GiftLegacy CresManager to create branding and messaging that reaches your unique donors. 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
Marshfield Clinic

"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

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