Feb 2018 AFR: 2.8%
Planned Giving Education


Are you marketing gifts in all of the right places? How do your donors like to receive information from you? Do you need to learn more about marketing major gifts, bequests, creating charitable gift annuities and structuring charitable remainder trusts? Do you know about the latest developments impacting planned giving?

Our seminars, webinars and annual Practical Planned Giving Conference will give you knowledge to reach your donors, discuss the best gift options to achieve their goals and help your organization close more gifts.

Integrated Marketing Seminar Slide

Integrated Marketing Seminar

What types of messages resonate with donors? What key words and phrases prompt donors to act? How can an organization add visual appeal to its email marketing? Integrated marketing is the best way to optimize your major and planned gifts marketing and close more gifts. This seminar will help you develop an integrated marketing strategy using the latest enhancements to the GiftLegacy marketing system.

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Major & Blended Gifts Seminar Slide

Major & Blended Gifts Seminar

Successful development officers know you need both a great presentation and a persuasive proposal. Learn how to prepare and present a friendly and "magazine quality" color proposal for major and blended gifts. Understand the latest methods for motivating your donors to make a major or blended gift. Discover how major and planned gifts officers are now closing gifts with the new CresPro Donor Proposals.

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Planned Giving Startup Seminar Slide

Planned Giving Startup Seminar

Are you just getting started in planned giving? Would you like to reenergize your planned giving program? The planned giving startup seminar is designed to teach the fundamentals of planned gifts, including guidelines for accepting gifts of cash, stock and real property. You will learn the basics of bequests, charitable gift annuities, charitable remainder unitrusts and more. Other topics include donor visits, stewardship and gift administration.

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Comprehensive Seminar Slide

Comprehensive Seminar

From data entry to planned giving basics, learn the ins-and-outs and full power of CresPro, our proprietary software program. Experienced fundraisers, beginners and assistants benefit from attending this basic exploration of CresPro, which includes learning to create full-color donor proposals for major and planned gifts.

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Advanced Seminar Slide

Advanced Seminar

This seminar is designed for those ready to take the next step in planned giving education. Learn about creative gift planning strategies including discussion of education and retirement unitrusts, lead trusts, family corporations, gifts of IRAs and pension plans, unitrusts with insurance replacement and more.

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Business Planning Seminar Slide

Business Planning Seminar

Explore sophisticated charitable estate planning techniques, gifts from IRAs and pension plans, business planning for owners who wish to retire and sell a business or transfer the business to family members, and zero-tax plans for large estates.

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Webinar Slide


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.

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CresCoaching Slide

Marketing Education (CresCoaching)

CresCoaching is a four-week webinar and coaching series that will help you build and launch an effective planned gifts marketing program to close more gifts and grow your legacy society. You will learn how to create a time and cost efficient marketing plan that is tailored specifically to your organization.

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PPGC2017.com Home Page

Practical Planned Giving Conference (PPGC)

Learn how to increase major and planned gifts at Crescendo's annual Practical Planned Giving Conference. Meet industry experts and discover the latest developments in charitable planning that will help you inspire your donors to give.

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GiftCollege Image

Interactive eLearning Program (GiftCollege)

Gift College is an online interactive planned gifts elearning program. It features over 100 online videos along with supporting text. Whether you want to learn more about charitable gift annuities or charitable remainder trusts, GiftCollege permits you to customize the curriculum to meet your goals. Expand your knowledge from the comfort of your home or office.

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Please contact us for a free demonstration