Jul 2018 AFR: 3.4%
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  
7/18 12:30 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
8/28 9:00 Major/Blended Gifts from Major Gift Donors - Explore the keys to a successful blended gifts program for major gift donors. Register
9/4 12:30 Planned Giving Startup - 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
9/5 12:30 Writing Compelling Donor Stories - Create compelling donor stories that motivate your donors to give. Register
9/12 11:00 Transformational Giving Through Major/Blended Gifts - Blended gifts can assist donors in making transformational gifts. Learn how to integrate blended gifts in donor discussions and asks. Register
9/25 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
9/26 9:00 CresManager Overview - Use the tools in the powerful GiftLegacy CresManager to create branding and messaging that reaches your unique donors. Register
10/24 9:00 Social Media for Planned Gifts - Use social media to build ongoing relationships with your donors, grow your online community and generate leads and responses. Register
11/1 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
11/14 10:00 Multiplying CGAs and Bequests with GiftMail - Discover how GiftMail can help you create custom gift annuity donor marketing letters to multiply gift annuities and bequests for your organization. Register
11/20 11:00 CresManager Overview - Use the tools in the powerful GiftLegacy CresManager to create branding and messaging that reaches your unique donors. Register
12/5 9:00 Business Exit Gifts Made Simple - Learn how to leverage the value of highly appreciated non-publicly traded assets to allow donors to give more to your organization. Register
12/11 11:00 Administering CGAs - Learn about best practices for issuing and administering CGAs, as well as state registration and annual filing requirements. Register
12/12 11:00 Strategies for Maintaining Bequest Donors - Examine ideas and strategies you can use to make sure your donors keep your organization in their estate plans. 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

scriptsknown

Would you like to learn more about our services?
Please contact us for a free demonstration