Dec 2020 AFR: 0.6%
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  
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
01/06 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
01/06 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
01/07 11:30 An Interview Webinar of the Emarketer of the Year - Elizabeth Ayers - Hear from Elizabeth as she shares about the success of the University's gift planning program and the best practices she has learned along the way. Register
01/12 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
01/13 9:30 CresPro Tutorial - Get the most out of Crescendo's online planned giving software. Learn about illustrating CRTs, CGAs and more. Register
01/14 11:00 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
02/03 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
02/03 12:30 GiftCase - Learn how to select your GiftCase template, add winsome pictures, edit titles and write great motivational text. Register
02/11 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
02/18 11:30 How Much Is Enough? - Help donors discover the optimum amount of inheritance to pass on to their heirs. Register
03/03 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
03/03 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
03/04 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
03/24 9:00 Insights into GiftCollege - Gain expertise with GiftCollege online education. Learn how to explain planned gifts to your donors and close more gifts. Register
03/25 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
03/31 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
04/06 11:00 Starting or Restarting a Planned Giving Program In COVID-19 - Why begin or restart your planned giving program in the midst of COVID-19? Discover the best ways to communicate with your supporters about planned gifts right now. Explore the fundamentals including gift options, marketing, cultivation, administration, donor stewardship and more. Register
04/07 9:30 Benefits to an Advisory Team - Learn ways to build and grow a successful advisory team. Register
04/14 9:30 Bequest Campaign Strategies - Explore strategic ways to market for bequests by looking at best practices and case studies. Register
04/28 11:30 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
05/05 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
05/05 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
05/06 11:30 Exploring the GiftLegacy Marketing System and How it Can Increase Gifts - 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
05/19 12:30 GiftCase - Learn how to select your GiftCase template, add winsome pictures, edit titles and write great motivational text. Register
06/02 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
06/02 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
06/08 11:00 Analytics – Discovering your Top Planned Giving Prospects - Discover how to use donor predictive analytics to raise blended and planned gifts. Register
06/23 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
06/30 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
06/30 12:30 "Think Like a Donor" - Would you like to see fundraising from a whole new pair of eyes? Perhaps a donor's eyes? Join us as Wayne Olson delves into his book, Think Like a Donor. Register
07/22 12:30 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
07/28 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
07/28 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
08/11 11:30 Marketing for Younger Donors - Learn ways to approach younger donors with planned giving options. Register
08/18 12:30 GiftCase - Learn how to select your GiftCase template, add winsome pictures, edit titles and write great motivational text. Register
09/08 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
09/08 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
09/09 11:00 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
10/06 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
10/06 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
10/07 11:30 Study Webinar - Register
10/27 9:30 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
10/27 12:30 GiftCase - Learn how to select your GiftCase template, add winsome pictures, edit titles and write great motivational text. Register
11/02 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
11/10 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
11/10 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
11/16 9:30 CresPro Tutorial - Get the most out of Crescendo's online planned giving software. Learn about illustrating CRTs, CGAs and more. 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

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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