--- title: "Partner Training Recording: Planned Giving Basics (101)" description: Learn why it' a critical time for gift planning in the U.S., the basics of common planned gift types, and ways to start/re-start a planned giving program. image: https://lp.freewill.com/hubfs/Unsplash%20images/clemens-van-lay-5eThdzpVqyE-unsplash.jpg --- [Home](https://freewill.com) [ For individuals](https://www.freewill.com/individuals) [ For nonprofits](https://www.nonprofits.freewill.com/) [ For lawyers](https://www.freewill.com/lawyers) [ About us](https://www.freewill.com/about) [ Log in](https://www.freewill.com/login) [Get Started ](https://www.freewill.com/will) # Recorded partner training --- ## Planned Giving Basics (101)   ℹ️ This course is part of our free [Planned Giving Certificate](https://lp.freewill.com/partner-planned-giving-certificate) program for partners. To pursue the certificate, email [training@freewill.com](mailto:training@freewill.com) for access. Otherwise, please enjoy the 101-level course using the form to the right (below on mobile).   Length: 52 minutes CFRE: Eligible for 1.0 continuing education credit   Donors who support you during life often want to extend that support with a gift that fuels your mission after they're gone. Those gifts provide future funding to help you meet challenges you've not yet imagined.   If you're investing in planned giving, you're on the right track. Trillions of dollars will change hands in the next 2-3 decades as part of the Great Wealth Transfer, and positioning your organization to benefit is key to your program's success.   In this session, we cover: - Why now is a critical time for gift planning in the U.S. - The basics of the most common planned gift vehicles - How these gift types differ, and what type of donor each appeals to - Tips to start or revitalize a planned gift program - Communicating the impact of planned giving to your team Resources: - [Post-training survey](https://forms.gle/EnUGrGSTgdwmNJQC9) - [Download the presentation deck](https://lp.freewill.com/hubfs/Partner%20Certificate%20Programs/Planned%20Giving%20Basics%20(101).pdf) - [How to start a planned giving program](https://resources.freewill.com/planned-giving-program?__hstc=45788219.20ad5964ee69bb08063e13f4ba9cf54b.1723232327358.1723232327358.1723232327358.1&__hssc=45788219.1.1723232327358&__hsfp=1996115899) - [Dr. Russell James on LinkedIn](https://www.linkedin.com/in/encouragegenerosity) - [National Association of Charitable Gift Planners (CGP) ](https://charitablegiftplanners.org/) [![Back to the Learning Hub](https://no-cache.hubspot.com/cta/default/7139016/a2774b2a-ddf0-470f-8dd5-b3e8810f92f1.png)](https://cta-redirect.hubspot.com/cta/redirect/7139016/a2774b2a-ddf0-470f-8dd5-b3e8810f92f1) --- ![clemens-van-lay-5eThdzpVqyE-unsplash](https://lp.freewill.com/hubfs/Unsplash%20images/clemens-van-lay-5eThdzpVqyE-unsplash.jpg "clemens-van-lay-5eThdzpVqyE-unsplash") ### Access the recording here [Home](https://freewill.com) FOR INDIVIDUALS [ Products](https://www.freewill.com/our-products) [ Donate stock](https://www.freewill.com/donate-stocks) [ Glossary](https://www.freewill.com/glossary) [ Blog](https://www.freewill.com/learn) [ FAQ](https://www.freewill.com/faq) FOR NONPROFITS [ For nonprofits](https://www.freewill.com/nonprofits) [ Resources](https://resources.freewill.com/) [ Case studies](https://lp.freewill.com/case-studies) [ Nonprofit webinars](https://lp.freewill.com/webinars) [ Request a demo](https://www.freewill.com/nonprofits#requestDemo) FOR LAWYERS [ Support for T&E lawyers](https://www.freewill.com/lawyers) [ Become a FreeWill Fellow](https://www.freewill.com/fellows) ABOUT US [ Who we are](https://www.freewill.com/about) [ Careers](https://www.freewill.com/careers) [ Security](https://www.freewill.com/security) [ Accessibility](https://www.freewill.com/accessibility) [ Press](https://lp.freewill.com/press) CONTACT US [ Help center](https://help.freewill.com/) [ Contact us](mailto://help@freewill.com) FOLLOW US [ Facebook](https://www.facebook.com/FreeWillHQ) [ LinkedIn](https://www.linkedin.com/company/freewill/) Copyright © 2026 FreeWill Co., a Delaware Public Benefit Corporation. All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney’s advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. Use of FreeWill’s services is subject to the [Terms of Service](https://www.freewill.com/terms) & [Privacy Notice](https://www.freewill.com/privacy). [![TrustPilot](https://www.freewill.com/media/trustpilot.1f25cec2.png) ](https://www.trustpilot.com/review/www.freewill.com) [![Better Business Bureau](https://www.freewill.com/media/bbb.a5014bc7.png) ](https://www.bbb.org/us/ny/new-york/profile/legal-document-help/freewill-co-0121-87151863)