FreeWill | Smart Giving Certificate

Smart Giving Certificate

5 COURSES, AVAILABLE ON-DEMAND

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

Learn the basics of the most common types of tax-smart, non-cash gifts
Familiarize yourself with the FreeWill products
Explore best practices for proactive marketing, donor conversations, and smart gift stewardship
Get the encouragement and actionable tips you need to feel confident introducing smart 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

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What Our Partners Say

Donor Relations Manager

This was an incredibly packed and useful training, with convincing stats (for buy-in) and very helpful, relevant, and applicable scenarios and donor conversation content.

Development Coordinator

I thought the samples and example language were a really effective way to bring marketing to life. More inspiring/doable than daunting.

Development Director

What a trainer/presenter! To have a skilled customer trainer is great; to have a skilled trainer that also creates a safe space to learn in is even better.

Director of Operations

This is the first time ever I’ve heard of segmenting smart gift donors. The reasoning for that was made very clear and the steps given for creating a stewardship plan/matrix were practical and actionable.

Major Gifts Officer

I appreciated being walked through each tool to see how to use it. Also liked the suggested talking points. Will be using them!

Smart Giving Basics (101)

This 101-level course covers the basic mechanics and tax benefits of four of the fastest growing areas of philanthropy: donor-advised funds, stock gifts, QCDs, and gifts of cryptocurrency.

→ Access the recording here

Smart Giving Marketing (102)

Learn FreeWill's best practices for marketing smart gifts to your audience, with special emphasis on effective web integrations and proactive outreach.

→ Access the recording here

Smart Giving Conversations (103)

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

→ Access the recording here

Smart Giving Solutions (104)

Demo FreeWill's smart 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

Smart Giving Stewardship (105)

Explore best practices for thanking, recognizing, and building long-term relationships with smart gift 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.