FreeWill For You: Planned Giving Presentation Toolkit

You partnered with FreeWill to start a new planned giving program or take an existing program to the next level. Now you're ready to talk to your donors about how to make a meaningful impact through a planned gift.

 

We created our FreeWill For You: Planned Giving Presentation Toolkit to help you more easily lead compelling planned giving webinars of your own. Our customizable slide deck — complete with speaker notes — gives you everything you need to lead a high-level planned giving presentation for your donors. In so doing, you can identify leads and drive action.

 

Download the customizable PowerPoint slide deck via the form. The cover page explains which components can be personalized, and how to make those changes.

 

Note:

  1. A version suitable for faith-based partners can be found here.
  2. A FreeWill For You: Smart Giving Donor Toolkit is coming in 2024.

Questions? Reach out to your FreeWill strategist any time!

Download the toolkit

Looking for more partner resources?

Head back to the Partner Resource Hub to find more resources on outreach, messaging, and industry research.

 

Back to Partner Resources

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.

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