Certificate Programs

Designed with you in mind, our certificate programs jump start your FreeWill journey and take your confidence with planned and smart giving to the next level. Available at no additional cost to active FreeWill partners, both curriculums include informative, actionable content on:
  • The basic mechanics and tax benefits of various gift types
  • The warm, intuitive user experience provided by the FreeWill products
  • Best practices for web integration and proactive marketing outreach
  • How to introduce planned and non-cash gifts into donor conversations
  • Best practices for nurturing longtime donor relationships through good stewardship

To receive the certificate of completion, complete each program's required courses and final online quiz. We'll invite you to add the accomplishment to your LinkedIn profile. Each course offers 1.0 CFRE continuing education credit, as well.

 

Want to pursue both certificates? Super! You're encouraged to complete one program at a time for simplicity's sake.

 

The certificate is 100% optional. You're welcome to pick-and-choose courses from this curriculums, if you wish.

 

CFRE Logo 2024      Certificate Sample   LinkedIn

Planned Giving Certificate

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Smart Giving Certificate

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