Dec 2018 AFR: 3.6%
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  
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

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