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  
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 9:30 Raise More Current Gifts - Increase your annual fund and major gifts through IRAs, DAFs, stock gifts and surveys. Register
08/18 12:30 GiftCase - Learn how to select your GiftCase template, add winsome pictures, edit titles and write great motivational text. Register
08/25 11:00 Leveraging Partnerships with Professional Advisors to Obtain Planned Gifts - An Interview with Kimberly Jetton - Gain insights as to why advisor partnerships are vital to developing a robust planned giving program. Kimberly Jetton serves as the Executive Director for the Orange Catholic Foundation. 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
09/21 9:30 Explore the Benefits of Gift Annuities - Discover how nonprofits can increase annual fund giving and bequests. Register
09/29 9:30 Raise More Current Gifts - Increase your annual fund and major gifts through IRAs, DAFs, stock gifts and surveys. 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
10/27 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
11/02 11:30 Raise More Current Gifts - Increase your annual fund and major gifts through IRAs, DAFs, stock gifts and surveys. 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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