Planned Giving Webinar

Webinars

Stay on the cutting edge of your profession. We offer a wide variety of webinars for your convenience. They 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. You may also watch our past webinars.

Schedule (Pacific Time)

DATE TIME SUBJECT  
3/20 9:30 High Propensity Donors - This presentation will describe the characteristics of individuals who are most likely to give to your organization. Join us to discover if you are looking for the right donors. Register
3/20 11:30 Insights into GiftCollege - Gain expertise with GiftCollege online education. Learn how to explain planned gifts to your donors and close more gifts. Register
3/21 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
3/27 9:30 Discerning Donor Motivations - Learn about the 7 donor motivation types and their preferred languange to help you close more major and planned gifts. Register
4/9 9:30 Bequest Campaign Strategies - Explore strategic ways to market for bequests by looking at best practices and case studies. Register
4/9 11:30 Bright Prospects for Gift Annuities - Discover how nonprofits can increase annual fund giving and bequests. Register
4/10 9:30 Personalizing Philanthropy Fosters Legacy Giving - Join us as we discuss how to prioritize building authentic personalized relationships with donors. We will review a real case study to explore how all leaders can embrace more personalized philanthropy that fosters legacy giving. Register
4/10 11:30 Matching the Ask to the Motivation - In this session we will discuss strategies to effectively cultivate relationships and frame asks around a donor's unique needs and motivations. Register
4/17 9:00 RIFT Project Update - Join us to learn the ins-and-outs of IRA custodians and how to get your donors' estate gift faster. Register
4/17 11:00 The Power of Mentorship - Discover our approach to donor relations and funding priorities, managing planned giving in a one-person shop, and contributing as a content expert within a team for blended and planned gift discussions. Gain key insights on work-life balance, authenticity, infusing passion into your work, initiating legacy conversations with donors and effectively engaging a diverse range of individuals. Register
4/18 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
4/24 9:30 Marketing for Asset Gifts - Successful planned giving programs require solid marketing strategies. This session is designed to provide you with step-by-step details to conduct your own planned giving marketing campaign while focusing on the greatest return on investment. Register
4/30 9:30 Market Major and DAF Gifts - Learn how to use CresPro software to create persuasive major and DAF proposals for cash, appreciated property and blended gifts. Register
4/30 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
5/1 9:30 Raise More Current Gifts - Increase your annual fund and major gifts through IRAs, DAFs, stock gifts and surveys. Register
5/1 11:30 GiftLegacy Success Story: How GiftLegacy Can Increase Donor Revenue - GiftLegacy is Crescendo's major and planned giving marketing platform. Learn about proven strategies that will take your program to new heights. Register
6/5 9:30 Marketing to Faith-Based Donors - Uncover the unique motivations of faith-based donors and understand the distinct ways they approach giving. Register
6/5 11:30 Cash Gift Proposals $20K to $5M - Create motivating cash gift proposals. Reach the hearts of your donors with pictures and your gift case. Register
6/11 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
6/11 11:30 Analytics - Discovering your Top Planned Giving Prospects - Learn how to identify your top donor prospects through predictive analytics. Register
6/12 9:30 Rethinking Planned Giving - Join us to learn the value of a deliberate marketing strategy for heightened success in any planned giving shop. Register
6/12 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
7/3 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
7/16 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
7/31 9:30 Raise More Current Gifts - Increase your annual fund and major gifts through IRAs, DAFs, stock gifts and surveys. Register
7/31 11:30 Brand Messaging for Social Service Organizations - Effective brand messaging will greatly increase your donor response rate. In this presentation we will cover some of the basics of branding for Social Service Organizations. Register
8/13 11:30 Gift Case - Learn how to select your GiftCase template, add winsome pictures, edit titles and write great motivational text. Register
9/11 9:30 Philosophy of Philanthropy - Gift Planning can begin with inspiration, move to motivation, create impact and result in transformation. How do you begin and transition your donors to become your champions? Register
9/17 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
9/17 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
10/2 9:30 Brand Messaging for Religious Organizations - Effective brand messaging will greatly increase your donor response rate. In this presentation we will cover some of the basics of branding for Religious Organizations. Register
10/8 11:30 Gift Case - Learn how to select your GiftCase template, add winsome pictures, edit titles and write great motivational text. Register
10/31 11:30 GiftLegacy Success Story: How GiftLegacy Can Increase Donor Revenue - GiftLegacy is Crescendo's major and planned giving marketing platform. Learn about proven strategies that will take your program to new heights. Register
11/6 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
11/6 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
11/12 9:30 Raise More Current Gifts - Increase your annual fund and major gifts through IRAs, DAFs, stock gifts and surveys. Register
12/11 9:30 Brand Messaging for Community Foundations - Effective brand messaging will greatly increase your donor response rate. In this presentation we will cover some of the basics of branding for Community Foundations. Register
12/11 12:30 Analytics - Discover your Top Planned Giving Prospects - Learn how to identify your top donor prospects through predictive analytics. Register
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