Aug 2018 AFR: 3.4%
Planned Giving Education

Training

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 should your marketing look like given the latest changes in tax law? Are you prepared to share the right message that resonates with donors? What should you focus on in 2018? The Integrated Marketing Seminar will answer these questions and much more.

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Major & Blended Gifts Seminar Slide

Major & Blended Gifts Seminar

Your donors have more reason than ever to make major, blended and planned gifts under the new tax law. The Major & Blended Gifts Seminar will provide the tools to conduct successful donor visits and create custom donor proposals like those used by charities engaged in billion dollar campaigns — at a fraction of the time and cost. Learn how to approach donors for major gifts, illustrate the benefits of blended and planned gifts and produce motivating and effective presentations to close these gifts.

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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 full power of CresPro Software. Experienced fundraisers, beginners and assistants will benefit from exploring the most popular gift options that donors will want to consider in light of recent tax changes. Gain valuable knowledge about these gifts as well as hands-on experience running personalized donor proposals.

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Advanced Seminar Slide

Advanced Seminar

Explore basic to complex major and planned gifts that will give you insights into the kinds of gifts that will be attractive to donors who itemize or have a taxable estate. Discover the most effective gift concepts for your major donors including basic and advanced charitable remainder trusts, gifts from IRAs and qualified retirement plans and charitable lead trusts. Learn how to use CresPro cloud software to produce four-page color proposals for your donors.

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Business Planning Seminar Slide

Business Planning Seminar

Examine sophisticated charitable estate planning techniques for business owners, including TCJA planning for owners who wish to retire and sell a business or transfer the business to family members. This seminar also covers gifts from IRAs and pension plans and zero-tax plans for individuals with large and taxable estates.

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Webinar Slide

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.

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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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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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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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