Webinars
Stay on the cutting edge of your profession. We offer a wide variety of webinars for your convenience. They 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 | |
| 1/29 | 9:00 | Three Smart Gifts Your Donors Need to Know About - Encouraging donors to give non-cash assets like appreciated securities, qualified charitable distributions, and donor advised funds can lead to larger gifts, and this presentation will explore these methods and how to discuss them with donors. | Register |
| 1/29 | 11:00 | Creating Outside the Box Real Estate Gifts - Real estate gifts can be complex but highly beneficial, and this presentation will explore how to maximize them using tax codes and investment vehicles while working with a professional team to create win-win scenarios for donors, charitable organizations, and communities. | Register |
| 2/4 | 11:00 | Establish, Grow, or Re-Ignite Gift Planning - Learn how to identify, nurture, and secure planned gifts through strategic communication, transforming loyal donors into impactful legacy contributors and elevating your organization's impact. | Register |
| 2/5 | 9:30 | Steps to Conducting a Wills Seminar Even if for Small Organizations - Increase your bequest intentions by providing service to your donors with a Wills Seminar. | Register |
| 2/5 | 11:00 | Interview Emarketer of the Year - Interview Emarketer of the Year | Register |
| 2/18 | 9:00 | Creating a Planned Giving Matching Challenge - Join us to learn how a planned giving challenge match can double the size of a legacy society, generate new commitments, and create urgency among prospects, offering practical tips on structuring, messaging, and Board buy-in. | Register |
| 2/18 | 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 |
| 2/19 | 9:30 | Major Gift Officer Support - What are the challenges and solutions for a single major gifts officer (MGO) office? For a CresLeader with two to six MGOs? For a CresLeader with seven to fifty MGOs? Crescendo products and staff services help you raise $5 million to $200 million per year. | Register |
| 2/26 | 9:00 | Understanding Your Legacy Donors to Create Connections - This presentation will show you how to enhance donor personas by integrating your organization's unique donor data, helping you better identify and reach potential legacy society members. | Register |
| 2/26 | 11:30 | Cresi AI Creative Messaging for Community Foundations - Cresi AI creates messaging that is powerful in motivating your donors to make major gifts. Cresi builds a unique prompt to customize CresPrint materials and make you a towering force in marketing for Community Foundations. | Register |
| 3/11 | 11:00 | Five Ways to Build Relationships with Mid-Level Donors - Explore strategies to build meaningful relationships with Mid-Level donors, unlocking their potential for larger donations through personalized communication and a dedicated program. | Register |
| 3/12 | 9:30 | Market Major and DAF Gifts - Learn how to use CresPro software to create persuasive major and DAF proposals for cash, appreciated property and blended gifts. | Register |
| 3/12 | 12:30 | Cash Gift Proposals $20K to $5M - Create motivating cash gift proposals. Reach the hearts of your donors with pictures and your gift case. | Register |
| 3/25 | 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 |
| 3/25 | 11:30 | Marketing to Your Gift Planning Trifecta - Which types of gifts are wisest to promote as your top three with your donors? How do you highlight these trifecta gifts to boost best donor participation? | Register |
| 4/2 | 9:00 | The Art of Listening: What We Hear Matters - Learn how you can give donors the attention they crave, improving your communication and relationships to enhance fundraising effectiveness and interactions with others. | Register |
| 4/2 | 11:30 | Using Donor Surveys for Marketing and Follow-Up - Explore the value of Donor surveys and how they can be used in different ways. | Register |
| 4/8 | 11:00 | When Gifts and Ethics Codes Collide - This presentation will examine practical and ethical considerations for gift officers handling high-stakes donor situations through a case study involving a multi-million dollar home, family disfunction, and a demanding donor. | Register |
| 4/15 | 9:00 | Raise More Gifts Through Planned Giving - Join us in analyzing case studies of declined major gift solicitations and explore planned giving techniques and language to turn initial rejections into successful asks. | Register |
| 4/15 | 11:00 | Strategic Partnership of Blended Gifts - Learn how to present strategies for increasing planned gifts by focusing on non-cash assets and utilizing data and consulting insights to enhance fundraising efforts in successful development offices. | Register |
| 4/16 | 9:30 | Bequest Campaign Strategies - Explore strategic ways to market for bequests by looking at best practices and case studies. | Register |
| 4/16 | 11:30 | Bright Prospects for Gift Annuities - Discover how nonprofits can increase annual fund giving and bequests. | Register |
| 4/22 | 9:00 | Transferring Your Values Through Transferring Valuables - In this session we will provide strategies and concepts to effectively introduce planned giving to supporters, including technical and tax issues, to engage donors from various backgrounds. | Register |
| 4/22 | 11:00 | Going Beyond ChatGPT : Other AI Tools for Development - Get introduced to a range of AI tools beyond ChatGPT, such as Canva, Grammarly, and Dall-E 2, to enhance productivity and creativity in your organization. | Register |
| 4/23 | 9:00 | Ultimate AI Prompts to Motivate Donors - Learn how AI can enhance your marketing materials by personalizing and customizing content for more engaging and effective communication with donors. | Register |
| 5/6 | 9:30 | Cresi AI Creative Messaging for Colleges and Universities - Cresi AI creates messaging that is powerful in motivating your donors to make major gifts. Cresi builds a unique prompt to customize CresPrint materials and make you a towering force in marketing for Colleges and Universities. | Register |
| 5/6 | 11:00 | The Truth About Blended Giving and Funding Your Future - Join us in debunking myths about blended gifts, providing actionable insights to make them a regular part of your organization's fundraising strategy and offering tools for both personal growth and team training. | Register |
| 5/7 | 11:00 | What Happens After the Great Wealth Transfer - Explore how to engage millennial donors by aligning charitable strategies with their values and digital preferences, using modern gift planning tools and digital platforms to foster deeper connections and build a future-focused donor base. | Register |
| 5/28 | 9:30 | Market Major and DAF Gifts - Learn how to use CresPro software to create persuasive major and DAF proposals for cash, appreciated property and blended gifts. | Register |
| 5/28 | 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 |
| 6/11 | 9:30 | Major Gift Officer Support - What are the challenges and solutions for a single major gifts officer (MGO) office? For a CresLeader with two to six MGOs? For a CresLeader with seven to fifty MGOs? Crescendo products and staff services help you raise $5 million to $200 million per year. | Register |
| 6/17 | 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 |
| 6/24 | 9:30 | Raise More Current Gifts - Increase your annual fund and major gifts through IRAs, DAFs, stock gifts and surveys. | Register |
| 6/24 | 11:30 | Cash Gift Proposals $20K to $5M - Create motivating cash gift proposal. Reach the hearts of your donors with pictures and your gift case. | Register |
| 6/25 | 9:30 | 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 |
| 6/25 | 11:30 | Marketing to Donors through Donor Stories - Increase loyal donors and bring in more gifts by exploring the importance of custom donor stories that inspire your community. | Register |
| 7/1 | 9:30 | Cresi AI Creative Messaging for Medical Centers - Cresi AI creates messaging that is powerful in motivating your donors to make major gifts. Cresi builds a unique prompt to customize CresPrint materials and make you a towering force in marketing for Medical Centers. | Register |
| 7/16 | 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 |
| 7/29 | 11:30 | Raise More Current Gifts - Increase your annual fund and major gifts through IRAs, DAFs, stock gifts and surveys. | Register |
| 7/30 | 11:30 | Cresi AI Creative Messaging for Social Service Organizations - Cresi AI creates messaging that is powerful in motivating your donors to make major gifts. Cresi builds a unique prompt to customize CresPrint materials and make you a towering force in marketing for Social Service Organizations. | Register |
| 8/13 | 11:30 | Gift Case - Learn how to select your GiftCase template, add winsome pictures, edit titles and write great motivational text. | Register |
| 9/9 | 11:30 | Enhancing Your Stewardship with Legacy Societies - Learn how GiftLegacy has helped charities across the country revive their planned giving program and achieve their fundraising goals. | Register |
| 9/10 | 9:30 | Market Major and DAF Gifts - Learn how to use CresPro software to create persuasive major and DAF proposals for cash, appreciated property and blended gifts. | Register |
| 9/10 | 12:30 | Cash Gift Proposals $20K to $5M - Create motivating cash gift proposals. Reach the hearts of your donors with pictures and your gift case. | Register |
| 9/23 | 9:30 | Major Gift Officer Support - What are the challenges and solutions for a single major gifts officer (MGO) office? For a CresLeader with two to six MGOs? For a CresLeader with seven to fifty MGOs? Crescendo products and staff services help you raise $5 million to $200 million per year. | Register |
| 9/30 | 11:00 | CresLeader - The CresLeader program enables you to set staff marketing functions, customize the donor proposals, create powerful donor templates and manage staff accounts. | Register |
| 10/8 | 9:30 | Cresi AI Creative Messaging for Religious Organizations - Cresi AI creates messaging that is powerful in motivating your donors to make major gifts. Cresi builds a unique prompt to customize CresPrint materials and make you a towering force in marketing for Religious Organizations. | Register |
| 10/14 | 11:30 | Gift Case - Learn how to select your GiftCase template, add winsome pictures, edit titles and write great motivational text. | Register |
| 11/12 | 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 |
| 11/19 | 9:30 | Market Major and DAF Gifts - Learn how to use CresPro software to create persuasive major and DAF proposals for cash, appreciated property and blended gifts. | Register |
| 11/19 | 12:30 | Cash Gift Proposals $20K to $5M - Create motivating cash gift proposals. Reach the hearts of your donors with pictures and your gift case. | Register |
| 11/25 | 9:30 | Raise More Current Gifts - Increase your annual fund and major gifts through IRAs, DAFs, stock gifts and surveys. | Register |
| 12/9 | 9:30 | Cresi AI Creative Messaging for Community Foundations - Cresi AI creates messaging that is powerful in motivating your donors to make major gifts. Cresi builds a unique prompt to customize CresPrint materials and make you a towering force in marketing for Community Foundations. | Register |
| 12/9 | 11:30 | Actionable Marketing Strategies for the Gift Planner - Discover strategic insights and practical expertise from Crescendo's latest planned giving study. Understand proven marketing techniques, segmentation, personalized messaging, and donor behavior analysis to maximize your nonprofit's impact. | Register |
| 12/10 | 9:30 | Major Gift Officer Support - What are the challenges and solutions for a single major gifts officer (MGO) office? For a CresLeader with two to six MGOs? For a CresLeader with seven to fifty MGOs? Crescendo products and staff services help you raise $5 million to $200 million per year. | Register |
