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 donors about making a meaningful impact through a planned gift.

 

Our FreeWill For You: Planned Giving Presentation Toolkit can help you lead compelling planned giving workshops or 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.

 

Use the form to the right (below, on mobile) to download the customizable PowerPoint. The cover page explains which components can be personalized and how to make those changes.

 

Use the button below to download the accompanying Guide.

 

Download the guide

 

Note: A version suitable for faith-based partners can be found here.

 

Questions? Reach out to your FreeWill Strategist any time!