Planned Giving Webinar

Webinars

Stay on the cutting edge of your profession. Crescendo offers a wide variety of webinars for your convenience. Our 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  
12/02 11:00 What to do when Collecting IRA Beneficiary Proceeds from Custodians - An interview with Kimberly Jetton and Johni Hays. How two key individuals are helping IRA custodians reconsider their internal policies. Register
12/14 11:00 Analytics – Discovering your Top Planned Giving Prospects - Discover how to use donor predictive analytics to raise blended and planned gifts. Register
01/05 9:30 Market Major and DAF Gifts - Learn how to use CresPro cloud software to create persuasive major and DAF proposals for cash, appreciated property and blended gifts. Register
01/05 12:30 Raise More Current Gifts - Increase your annual fund and major gifts through IRAs, DAFs, stock gifts and surveys. Register
01/11 11:00 Exploring the GiftLegacy Marketing System and How it Can Increase Gifts - GiftLegacy is Crescendo's major and planned giving marketing platform. Learn about proven strategies that will take your program to new heights. Register
01/12 9:30 CresPro Tutorial - Get the most out of Crescendo's online planned giving software. Learn about illustrating CRTs, CGAs and more. Register
02/02 9:30 Market Major and DAF Gifts - Learn how to use CresPro cloud software to create persuasive major and DAF proposals for cash, appreciated property and blended gifts. Register
02/02 12:30 Raise More Current Gifts - Increase your annual fund and major gifts through IRAs, DAFs, stock gifts and surveys. Register
02/10 11:30 Revive your Marketing Program with GiftLegacy - Learn how GiftLegacy has helped charities across the country revive their planned giving program and achieve their fundraising goals. Register
03/02 9:30 Market Major and DAF Gifts - Learn how to use CresPro cloud software to create persuasive major and DAF proposals for cash, appreciated property and blended gifts. Register
03/02 12:30 Cash Donor Proposals $20K to $5M - Create motivating cash gift proposals. Reach the hearts of your donors with pictures and your gift case. Register
03/03 11:30 Exploring the GiftLegacy Marketing System and How it Can Increase Gifts - GiftLegacy is Crescendo's major and planned giving marketing platform. Learn about proven strategies that will take your program to new heights. Register
03/07 11:30 Raise More Current Gifts - Increase your annual fund and major gifts through IRAs, DAFs, stock gifts and surveys. Register
03/24 11:30 Breakthrough Messaging: Five Crescendo Tools to Maximize Lead Generation - Review best practices for marketing and how to optimize the tools included in GiftLegacy Pro to identify worthwhile leads. Register
03/30 9:30 Market Major and DAF Gifts - Learn how to use CresPro cloud software to create persuasive major and DAF proposals for cash, appreciated property and blended gifts. Register
04/05 11:30 Marketing in Five Steps – Finding Your Audiences - Discover how to reach the best audience with the most relevant message in five easy steps. Register
04/06 9:30 Benefits to an Advisory Team - Learn ways to build and grow a successful advisory team. Register
04/12 9:30 Bequest Campaign Strategies - Explore strategic ways to market for bequests by looking at best practices and case studies. Register
04/12 11:30 Explore the Benefits of Gift Annuities - Discover how nonprofits can increase annual fund giving and bequests. Register
04/27 9:30 How to Incorporate Social Media into Your Planned Gifts Marketing - Learn the best strategies to grow your social community, increase responses and generate more leads. Register
05/03 9:30 Market Major and DAF Gifts - Learn how to use CresPro cloud software to create persuasive major and DAF proposals for cash, appreciated property and blended gifts. Register
05/03 12:30 CresSurvey - Learn how to use CresSurvey to gather information, discover why donors support your organization and to encourage them to make and report gifts. Register
05/04 9:30 Raise More Current Gifts - Increase your annual fund and major gifts through IRAs, DAFs, stock gifts and surveys. Register
05/04 11:30 Exploring the GiftLegacy Marketing System and How it Can Increase Gifts - GiftLegacy is Crescendo's major and planned giving marketing platform. Learn about proven strategies that will take your program to new heights. Register
06/01 9:30 Market Major and DAF Gifts - Learn how to use CresPro cloud software to create persuasive major and DAF proposals for cash, appreciated property and blended gifts. Register
06/01 12:30 Cash Donor Proposals $20K to $5M - Create motivating cash gift proposals. Reach the hearts of your donors with pictures and your gift case. Register
06/02 11:30 Analytics - Discovering Your Top Planned Giving Prospects - Learn how to identify your top donor prospects through predictive analytics. Register
06/29 9:30 Market Major and DAF Gifts - Learn how to use CresPro cloud software to create persuasive major and DAF proposals for cash, appreciated property and blended gifts. Register
07/20 11:30 Exploring the GiftLegacy Marketing System and How it Can Increase Gifts - GiftLegacy is Crescendo's major and planned giving marketing platform. Learn about proven strategies that will take your program to new heights. Register
07/22 11:00 Fundraising Lessons with Wayne Olson - Get inspired by author and fundraiser Wayne Olson with an exciting fundraising lesson on how to better serve your donors by adding Disney-like magic to your nonprofit. Register
07/27 9:30 Market Major and DAF Gifts - Learn how to use CresPro cloud software to create persuasive major and DAF proposals for cash, appreciated property and blended gifts. Register
07/27 12:30 Raise More Current Gifts - Increase your annual fund and major gifts through IRAs, DAFs, stock gifts and surveys. 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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