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  
2/09 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
2/16 11:00 Planned Giving Is Only A Tool - This session will address the difference between planned giving and endowment building and the role of board and staff to encourage the latter. Register
2/23 9:00 Talking Bequest Success - Discover Learn "how to talk bequest administration" to fundraisers/field staff, accounting/finance staff, General Counsel/legal staff, and senior management/Board of Directors. Gain a better understanding of what motivates each group, how to speak their language and more. Register
2/23 11:30 Brand Messaging for Community Foundations - Effective brand messaging will greatly increase your response rate for both print and electronic media. In this presentation we will cover some of the basics of branding for Community Foundations. Register
3/01 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
3/01 12:30 Cash Gift Proposals $20K to $5M - Create motivating cash gift proposals. Reach the hearts of your donors with pictures and your gift case. Register
3/02 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
3/06 11:00 Raise More Current Gifts - Increase your annual fund and major gifts through IRAs, DAFs, stock gifts and surveys. Register
3/09 11:00 Maximum IRA Gifts - This discussion includes how an IRA works, IRA withdrawal rules, IRA beneficiary options, the various types of IRA gifts, how to make an IRA gift, as well as the benefits donors can receive when making an IRA gift. With this knowledge, donors will be able to maximize their IRA gifts and expand their charitable giving. Register
3/16 11:00 Winning Equation for Blended Gifts - This session will help EMPOWER you to secure blended gifts; EQUIP you to use blended asks to have deeper donor conversations and close larger gifts; and ENABLE you to better maneuver organizational challenges as you make blended gifts part of your ongoing practices with donors. Register
3/22 9:30 Insights into GiftCollege - Gain expertise with GiftCollege online education. Learn how to explain planned gifts to your donors and close more gifts. Register
3/22 11:00 Creating Extraordinary Donor Experiences - Discover evidenced-based positive psychology, carefully curated conversation starters, proven fundraising strategies and marketing best practices that you can implement immediately to expand your success with donors. Register
3/23 11:30 Breakthrough Messaging: 5 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
3/29 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
4/04 9:00 Technologies for Effective Capital Campaigns - Learn about new technologies that support advanced research and planning to help guide major gift campaigns to successful conclusions. Explore the mindset you need to succeed with major gifts in "small shop" environments. Register
4/05 9:30 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
4/05 11:00 Flying with a Black Swan - Expectations run high for a Capital Campaign. The future depends on your success. But what do you do when a Black Swan appears? Learn the essential secrets for successfully navigating when an unexpected crisis suddenly threatens your campaign. Register
4/11 9:30 Bequest Campaign Strategies - Explore strategic ways to market for bequests by looking at best practices and case studies. Register
4/11 11:30 Explore the Benefits of Gift Annuities - Discover how nonprofits can increase annual fund giving and bequests. Register
4/19 9:00 Planned Giving for Boards - Learn how to introduce your board to the most common types of planned gifts as well as the benefits and challenges of each. Gain tips for energizing your board around making their own planned gifts and speaking to prospective donors about planned giving. Register
4/19 11:00 Stewarding Your Legacy Donors - Explore creative ways to steward your legacy donors while making the approach feel personalized and unique for each individual. You'll be surprised to discover that it doesn't take a large budget but just a bit of organization and time management. Register
4/20 11:30 Brand Messaging for Colleges and Universities - Effective brand messaging will greatly increase your response rate for both print and electronic media. In this presentation we will cover some of the basics of branding for Colleges and Universities. Register
4/26 11:00 Charitable Estate Settlement - Discuss bequest administration including tips and best practices for bequest planning, interfacing with estate representatives, managing issues with trust and estate administration, and establishing procedures for bequest tracking and reporting. Register
5/02 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
5/02 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
5/03 9:30 Raise More Current Gifts - Increase your annual fund and major gifts through IRAs, DAFs, stock gifts and surveys. Register
5/03 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
5/24 9:00 Life Income Gift Donors - Using a case study, this session will detail the various stages gift planning officers must effectively lead their prospects and donors through to close a life-income gift funded with real estate and develop more engaged and satisfying donor relationships. Register
5/24 11:00 Donor Relations: Keeping it Professional - Are you a friend or an advisor? How close is too close? Do you run errands? We will delve into the world of donor relations, what is proper, and what is too much. Register
5/31 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
5/31 12:30 Cash Gift Proposals $20K to $5M - Create motivating cash gift proposals. Reach the hearts of your donors with pictures and your gift case. Register
6/06 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
6/06 11:00 Analytics - Discovering your Top Planned Giving Prospects - Learn how to identify your top donor prospects through predictive analytics. Register
6/07 11:00 Landing Real Estate Gifts - In this session will discuss creative strategies for accepting real estate gifts and how to approach the due diligence process. Register
6/08 11:30 Brand Messaging for Medical Centers - Effective brand messaging will greatly increase your response rate for both print and electronic media. In this presentation we will cover some of the basics of branding for Medical Centers. Register
6/28 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
7/19 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

What People Are Saying

We are proud to have had the following organizations, among many others, as part of our planned giving webinars:

"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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