FreeWill | Planned Giving Certificate

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
Familiarize yourself with the FreeWill products
Explore best practices for proactive marketing, donor conversations, and planned gift stewardship
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: You'll be invited to add the certificate to your LinkedIn profile

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

CFRE Logo 2024 Certificate Sample

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.

Planned Giving Basics (101)

Review the basics of the most common planned gift types, and learn tips to start or reinvigorate a planned giving program and communicate its impact.

→ Access the recording here

Planned Giving Marketing (102)

Learn FreeWill's best practices for marketing planned giving to your audience, with a focus on effective web integrations and proactive outreach.

→ Access the recording here

Planned Giving Conversations (103)

Learn to identify your best prospects, cues to listen for, techniques to introduce planned giving in conversation, and tips for effective follow up.

→ Access the recording here

Planned Giving Solutions (104)

Demo FreeWill's planned giving products to see just how easy they are for donors to use, and learn talking points to recommend them with confidence.

→ Access the recording here

Planned Giving Stewardship (105)

Explore best practices for thanking, recognizing, and building long-term relationships with donors, including using Portal to track gift status and stewardship touches.

→ Access the recording here

Final online quiz

Complete our short online quiz to review what you've learned, check for understanding, and wrap up the program.

→ Access the quiz here

Copyright © 2024 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.