Sep 2019 AFR: 2.2%
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  
08/14 11:00 Modifying Restricted Gifts - Review the legal rules for modifying the purpose of restricted funds under the Uniform Prudent Management of Institutional Funds Act (UPMIFA). Register
09/05 12:30 Maximizing CresPrint - Produce professional-quality, custom-branded print literature with CresPrint, Crescendo's online literature design and customization program. Register
09/11 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
09/12 11:00 Understanding Donor Advised Funds - Understand the appropriate way to handle donor advised funds from initial gift discussion to documentation. Register
09/17 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
09/18 9:00 Deferred Gift Annuities as a Retirement Supplement - Review retirement planning options for donors including a DCGA with a fixed retirement date, a series of retirement DCGAs, term payment DCGAs and flexibles. Register
10/09 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
10/24 9:00 Customizing and Sending Eblasts - Learn how to set-up, customize and send special eblasts that contain tailored marketing messages to your donors. Register
10/30 9:00 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
11/13 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
11/14 11:30 CresPro Tutorial - Get the most out of Crescendo's online planned giving software. Learn about illustrating CRTs, CGAs and more. Register
11/19 11:00 CresManager Overview - Use the tools in the powerful GiftLegacy CresManager to create branding and messaging to reach your unique donors. Register
12/03 9:30 Strategies for Campaign Success - Discover successful fundraising campaign strategies based on individual case studies that match donor interests with organizational priorities. Register
12/11 11:00 Using GiftLegacy Analytics to Get Results - Discover how to use donor predictive analytics to raise blended and planned gifts. Register
12/12 11:00 Involving Your Trustees and CEO in Gift Planning - Explore creative techniques to engage your board and CEO, as well as best practices for increasing your ROI in a gift planning program. 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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