Jul 2017 AFR: 2.2%
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  
7/18 12:30 Enhance Your Planned Giving Program with GiftLegacy - GiftLegacy is Crescendo's planned giving marketing platform. Learn about proactive strategies that will take your program to new heights. Register
7/26 11:00 Recruiting Donors to Your Board - Discover how to use a Leadership Driven Case as a proven tool for closing gifts and recruiting top talent to your board. Register
8/8 9:00 Effective Use of Email for Planned Gifts - Maximize your email's effectiveness and keep your donors interested through best practices and tested strategies. Register
8/16 11:00 Beneficiary Designations - Learn how beneficiary designation gifts can benefit your organization, discuss potential mistakes that donors may make and provide solutions to ensure that your donor's intent is carried out. Register
8/22 9:00 Planned Giving Steps for Every Size Charity - Learn concrete steps that you can take to promote planned giving and include it as a part of your overall fundraising strategy. Register
9/6 12:30 Creative CRT Planning - Learn about FLIP-CRTs, income-control CRTs, testamentary CRTs funded with IRAs, trust drafting decisions and trust terminations. Register
9/13 11:00 Making the Planned Giving Case for Support - Create a resonant planned giving case for support and integrate lessons from great storytelling into your message. Register
9/19 11:00 Enhance Your Planned Giving Program with GiftLegacy - GiftLegacy is Crescendo's planned giving marketing platform. Learn about proactive strategies that will take your program to new heights. Register
9/21 9:00 CresManager Overview - Use the tools in the powerful GiftLegacy CresManager to create branding and messaging that reaches your unique donors. Register
10/10 12:30 IRA Rollover: Your New Annual Fund - Build a strong new annual fund with IRA charitable rollover gifts. The opportunity is enormous and could increase your cash gifts each year by 30-50%! Register
10/19 11:00 Planned Giving Startup - Explore the fundamentals of planned gifts including guidelines for gifts of cash, stock and real property. 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
11/2 9:00 Enhance Your Planned Giving Program with GiftLegacy - GiftLegacy is Crescendo's planned giving marketing platform. Learn about proactive strategies that will take your program to new heights. Register
11/9 12:30 Capture the Boomer Trillion - Over $1 trillion in Boomer wealth is available for nonprofits. Learn how to capture your share of the BoomerTrillion with blended gifts and multichannel marketing campaigns. Register
11/15 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 for your organization. Register
11/21 11:00 CresManager Overview - Use the tools in the powerful GiftLegacy CresManager to create branding and messaging that reaches your unique donors. Register
12/7 9:00 Offering DAFs - How to Impact Donor Giving - Donor advised funds have grown substantially in recent years. Learn the various options available to your donors and how you can benefit. Register
12/12 11:00 What to Do When an Annuitant Passes - Learn about the steps that charitable organizations must take and the considerations that come into play when charitable gift annuity beneficiaries pass away. Register
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

What People Are Saying

We are proud to have had the following organizations, among many others, as part 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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