Planned Giving Certificate

5 COURSES, AVAILABLE ON-DEMAND

Available exclusively to current FreeWill partners, the Planned Giving Certificate is the perfect place to begin your planned giving journey with FreeWill.

  • Learn the basics of the most common types of planned gifts
  • Explore best practices for proactive marketing, donor prospecting and conversations, and planned gift stewardship
  • Familiarize yourself with the FreeWill products
  • Get the encouragement and actionable tips you need to feel confident introducing planned giving to your donors

This curriculum is offered at no additional cost. Anyone on your team - or your whole team - may participate!

 

Format: 5 recorded courses, plus a final online quiz

CFRE: Eligible for 5.0 continuing education credits

LinkedIn: Add the certificate to your LinkedIn profile!

Presenter: Lauren Winther-Hansen, FreeWill's Nonprofit Training Lead

 

For those already in progress: Our Certificate curriculum moved to a new course player.

Please email training@freewill.com to be granted access to the courses you've yet to complete.

 

Email training@freewill.com to request access!

 

➡️. Already have access? Return to the new course player here.

 


CFRE 2026      Certificate Sample   LinkedIn

 

What Our Partners Say

Director of Planned Giving

I enjoyed this presentation so thoroughly. I took copious notes even though I knew the presentation was going to be shared afterwards, because I felt so strongly about the importance of the info being shared.

Fundraising Specialist

These sessions feel more like coaching sessions than webinars. Concise and actionable.

Development Associate

I came out of the training with concrete ideas to bring back to others at my organization and actionable ways to implement these ideas.

Donor Relations Manager

Wow, this was beyond helpful! Packed with relevant, applicable, and professional advice for sometimes challenging conversations around planned giving. As always, Lauren was very clear, concise, and encouraging!

Stewardship Coordinator

I currently work in a fully developed stewardship department, and Lauren hit everything. She explains everything very well.

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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 & Privacy Notice.

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