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 | |
| 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 |
| 12/5 | 9:00 | Business Exit Gifts Made Simple - Learn how to leverage the value of highly appreciated non-publicly traded assets to allow donors to give more to your organization. | Register |
| 12/11 | 11:00 | Administering CGAs - Learn about best practices for issuing and administering CGAs, as well as state registration and annual filing requirements. | Register |
| 12/12 | 11:00 | Strategies for Maintaining Bequest Donors - Examine ideas and strategies you can use to make sure your donors keep your organization in their estate plans. | Register |
| 01/22 | 9:30 | Blended Gifts: Accomplishing Philanthropic Goals - Discover how blended gifts can help achieve donors' personal and financial planning goals while still leaving a legacy. | Register |
| 01/22 | 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 |
| 01/24 | 11:30 | 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 |
| 02/14 | 9:30 | How to Engage Your Best Prospects - Discover time-tested ways of reaching out to potential donors while keeping existing donors happy. | Register |
| 02/14 | 11:30 | 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 |
| 02/21 | 11:30 | Maximizing CresPrint - Produce professional-quality, custom-branded print literature with CresPrint, Crescendo's online literature design and customization program. | Register |
| 02/25 | 9:30 | 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 |
| 03/07 | 11:00 | Building an All Star Planned Giving Program! - Energize your planned giving program by discovering ten ideas that will add vigor and verve to your development team. | Register |
| 03/11 | 9:30 | Lead Trusts Can Come True - This webinar will go through the basic and more complex aspects of lead trusts along with several innovative lead trust scenarios. | Register |
| 04/04 | 11:30 | Customizing and Sending Eblasts - Learn how to set-up, customize and send special eblasts that contain tailored marketing messages to your donors. | Register |
| 04/09 | 10:00 | CresManager Overview - Use the tools in the powerful GiftLegacy CresManager to create branding and messaging to reach your unique donors. | Register |
| 04/24 | 9:00 | Including Planned Gifts in a Campaign - Explore what role planned and deferred gifts play in reaching campaign goals, how those goals are set and how those gifts are solicited. | Register |
| 05/14 | 9:30 | CresPro Tutorial - Get the most out of Crescendo's online planned giving software. Learn about illustrating CRTs, CGAs and more. | Register |
| 05/14 | 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 |
| 05/15 | 9:30 | Major/Blended Gifts - Major and blended gifts are your top priority. With great presentations and proposals using your images and branding, you can close many large gifts. | Register |
| 05/22 | 9:30 | 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 |
| 05/22 | 11:00 | Using GiftLegacy Analytics to Get Results - Discover how to use donor predictive analytics to raise blended and planned 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 |
| 07/16 | 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 |
| 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 |
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
