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 | |
| 01/30 | 11:30 | How to Motivate your Donors to Make Planned & Major Gifts - Discover the factors that motivate donors to give and how we can use them to shape marketing efforts. | Register |
| 02/05 | 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 |
| 02/05 | 12:30 | GiftCase - Learn how to select your GiftCase template, add winsome pictures, edit titles and write great motivational text. | Register |
| 02/06 | 11:00 | Demonstrating the Value of Gift Planning to Decision Makers - Explore different ways to articulate the relevance of gift planning to those who may be less familiar with the intrinsic benefits of a robust program and effort. | Register |
| 02/13 | 11:30 | Creating Content for Donor Stories and Custom Pages - Discover the "art of the donor story" and how to create custom content for your planned giving website. | Register |
| 02/18 | 9:30 | How Much Is Enough? - Help donors discover the optimum amount of inheritance to pass on to their heirs. | Register |
| 02/18 | 11:30 | CresManager Overview - Use the tools in the powerful GiftLegacy CresManager to create branding and messaging that reaches your unique donors. | Register |
| 02/19 | 11:30 | Maximizing CresPrint - Produce professional-quality, custom-branded print literature with CresPrint, Crescendo's online literature design and customization program. | Register |
| 02/27 | 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 enewsletters. | Register |
| 03/04 | 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 |
| 03/04 | 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 |
| 03/05 | 11:30 | Data Driven Fundraising - Discover how data can help you in your fundraising and lead to better donor relationships. | Register |
| 03/19 | 11:30 | Reaching Budding Philanthropists - Explore how pledges can be an effective way that donors identify with a cause and make a meaningful commitment to charity. | Register |
| 03/26 | 11:30 | How to Motivate your Donors to Make Planned & Major Gifts - Discover the factors that motivate donors to give and how we can use them to shape marketing efforts. | Register |
| 04/01 | 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 |
| 04/02 | 11:30 | Customizing and Sending Eblasts - Learn how to create, customize and send Special Eblasts that contain tailored marketing messages to your donors. | Register |
| 04/07 | 11:00 | Planned Giving Crash Course - Review the basic rules, explore example scenarios and discuss the potential benefits and pitfalls of particular planned gifts. | Register |
| 04/08 | 9:30 | How to Engage and Positively Move your Donor Base Forward - Learn strategies you can use within your own organization that will give your donors the enthusiasm, education and resources it takes to move forward. | Register |
| 04/15 | 9:30 | Bequest Campaign Strategies - Explore strategic ways to market for bequests – the planned gift that ensures continued and future success for your charity! | Register |
| 04/29 | 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 |
| 04/29 | 12:30 | CresSurvey - Learn how to use CresSurvey to gather information about your donor's preferences, discover what motivates your donors to give and encourage them to make and acknowledge their gifts to your organization. | Register |
| 04/30 | 11:30 | Overcoming the Top 10 Donor Objections - Learn how to master donor conversations when objections to a gift plan are made by a donor. | Register |
| 05/05 | 11:30 | How to Motivate your Donors to Make Planned & Major Gifts - Discover the factors that motivate donors to give and how we can use them to shape marketing efforts. | Register |
| 05/11 | 11:30 | Gifts of Valuable Assets - Discover the questions that need to be asked about different assets and the different methods one might give a valuable asset. | Register |
| 05/12 | 9:00 | 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 |
| 05/20 | 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 |
| 05/20 | 12:30 | GiftCase - Learn how to select your GiftCase template, add winsome pictures, edit titles and write great motivational text. | Register |
| 06/03 | 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 |
| 06/03 | 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 |
| 06/11 | 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 enewsletters. | Register |
| 06/24 | 11:00 | How to Use Stories to Inspire Others to Act - Learn the value of storytelling along with the building blocks needed to craft your stories. | Register |
| 07/01 | 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 |
| 07/07 | 11:30 | Set Up For Success: Leveraging Campaigns to Build Meaningful Donor Recognition Programs - Explore how a campaign can build meaningful, high-impact donor recognition programs that served short-term stewardship needs for top donors while establishing a path for a post-campaign future. | Register |
| 07/16 | 11:30 | 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 |
| 07/22 | 11:00 | How to Multiply Your Influence Without Expanding Your Staff - How do you increase productivity without adding staff? This webinar will equip attendees to help make changes that will increase their productivity. | Register |
| 07/23 | 12:00 | Why Market for IRA Rollover Gifts and Donor Advised Funds - Discover why every planned giving program should consider IRA rollover and Donor Advised Fund marketing. | Register |
| 07/29 | 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 |
| 07/29 | 12:30 | CresSurvey - Learn how to use CresSurvey to gather information about your donor's preferences, discover what motivates your donors to give and encourage them to make and acknowledge their gifts to your organization. | Register |
| 08/04 | 11:00 | Blended Gifts of Personalized Philanthropy - Learn how virtual endowments, philanthropic mortgages and step-up gifts can help donors creatively blend their philanthropy for greater impact. | Register |
| 08/11 | 9:30 | How to Motivate your Donors to Make Planned & Major Gifts - Discover the factors that motivate donors to give and how we can use them to shape marketing efforts. | Register |
| 08/19 | 12:30 | GiftCase - Learn how to select your GiftCase template, add winsome pictures, edit titles and write great motivational text. | Register |
| 08/26 | 9:30 | Analytics – Discovering your Top Planned Giving Prospects - Learn how to identify your top donor prospects through predictive analytics. | Register |
| 09/01 | 12:30 | Maximizing CresPrint - Produce professional-quality, custom-branded print literature with CresPrint, Crescendo's online literature design and customization program. | Register |
| 09/09 | 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 |
| 09/09 | 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 |
| 09/15 | 11:00 | Understanding Donor Advised Funds - Understand the appropriate way to handle donor advised funds from initial gift discussion to documentation. | Register |
| 09/16 | 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 |
| 10/01 | 11:30 | How to Motivate your Donors to Make Planned & Major Gifts - Discover the factors that motivate donors to give and how we can use them to shape marketing efforts. | Register |
| 10/07 | 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 |
| 10/08 | 11:00 | Creating Metrics That Measure What is Important - Review different approaches to metrics and discuss the importance of individualizing your metrics to the person and situation | Register |
| 10/08 | 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 |
| 10/22 | 11:30 | Customizing and Sending Eblasts - Learn how to create, customize and send Special Eblasts that contain tailored marketing messages to your donors. | Register |
| 10/28 | 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 |
| 10/28 | 12:30 | GiftCase - Learn how to select your GiftCase template, add winsome pictures, edit titles and write great motivational text. | Register |
| 11/03 | 9:30 | How to Use Donor Stories to Inspire People to Give - Explore examples of strategic ways to market bequests ? the planned gift that ensures continued and future success for your charity! | Register |
| 11/04 | 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 |
| 11/11 | 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 |
| 11/11 | 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 |
| 11/17 | 11:30 | CresPro Tutorial - Get the most out of Crescendo's online planned giving software. Learn about illustrating CRTs, CGAs and more. | Register |
| 11/18 | 11:00 | CresManager Overview - Use the tools in the powerful GiftLegacy CresManager to create branding and messaging that reaches your unique donors. | Register |
| 12/15 | 11:00 | Using GiftLegacy Analytics to Get Results - Discover how to use donor predictive analytics to raise blended and planned gifts. | Register |
| 12/16 | 11:00 | Donor Life Income Gift Alternatives - Learn about the advantages and restrictions associated with life income gift vehicles. | 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
