Planned Giving Solutions (104)
Length: 67 minutes
CFRE: Eligible for 1.0 continuing education credit
FreeWill's planned giving products are quick and easy for donors to use, but some donors may need encouragement to give them a try. By familiarizing yourself with the user experience and preparing talking points about how the tools benefit users and your nonprofit, you can handle donor objections and reassure them that FreeWill is an easy, free, legally valid way to make their plan.
In this course we:
- Review common objections and pain points related to estate planning that our products help solve for
- Share talking points to encourage donors to use the tools to create their plan and establish a legacy gift
- Demo the full suite of planned giving products, to familiarize you with the user flow and the options available to your donors
Resources:
- Post-training survey
- Download the presentation deck
- FreeWill's recorded product demos
- FreeWill's recorded feature update explainer videos
