Learning Hub

Exclusive live & recorded trainings for active FreeWill partners

Upcoming trainings

Join these informative sessions on a range of topics. Bring your questions!

Recorded 101-level courses

Learn the basics in recorded sessions available on demand.

Planned Giving Suite trainings

Watch recordings of past sessions focused on FreeWill's planned giving products and how to grow your legacy program.

Smart Giving Suite trainings

Watch recordings of past sessions focused on FreeWill's smart giving products and how to grow your non-cash giving program. 

Stewardship

Thoughtful recognition and stewardship is essential to any fundraising program. Explore strategies to create donor relationships that last a lifetime.

Other Trainings

Special trainings on other fundraising-related topics.

Be a Partner Portal power user!

Keeping your Portal skills sharp and leveraging its many features is essential for maximizing your FreeWill partnership. We did a "deep dive" into the Portal's many new and exciting features and our top tips for getting the most value from its data & insights.

The power of grants, and Grant Assistant

Is your nonprofit new to grants, or considering jumping into grant-seeking in 2025? Join us to learn the basics of grants and grant-writing programs – and to learn about FreeWill's new grants solution, Grant Assistant!

Get smart on Google Ads & SEO

Reaching new audiences is an essential part of growing your supporter base  and in the internet age, resources like Google Ads and Search Engine Optimization (SEO) are often pillars of an organization's online marketing or communications plan.

Effectively partnering with donors & their financial advisors

If your donor works with a professional advisor, it's helpful for you to understand the role of the advisor, and to work to ensure philanthropy is part of the conversation. Join FreeWill and reps from Mercer Advisors to learn more.

Product Demos & Feature Updates

Recorded product demos walk you through the warm and intuitive user flows for FreeWill's platform of products, and short videos detail recent product updates that help you work more efficiently and better steward your FreeWill donors.