Partner Trainings

Intro to FreeWill & how we support you

You recently began a partnership with FreeWill to boost your planned and smart giving programs. Hooray, and welcome! Join us for a quick 30-minute session dedicated to your success.

Thu, April 10 at 1pm ET

Be a Partner Portal power user!

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

Thu, April 17 at 1pm ET

Partner Learning Desk

Our office door is open! If you'd like a safe space to ask questions, want additional face time with FreeWill, or want to spend some together-time with fellow partners, join us on the last Wed. of each month for an intimate, and highly interactive, discussion.

Campaign Info Session: Summertime Smart Giving

School might be out for the summer, but it's a great time to educate your donors on the smartest ways to give back! Join us as we share our outreach strategy recommendations for a summertime smart giving campaign.

Thu, May 1 at 1pm ET

Campaign Info Session: Make-A-Will Month 2025

Nearly two-thirds of Americans still do not have a will in place, including those who support charity during life. Help close the "legacy gap" by connecting with donors during National Make-a-Will Month. It's our biggest planned giving campaign of the year!

Thu, May 15 at 1pm ET

Planned & Smart Giving Certificates

Jump start your FreeWill journey, or take your confidence with planned and smart giving to the next level. Our free Certificate programs are available on-demand exclusively to FreeWill partners. Check them out today!

Planned Giving 101

If your nonprofit is investing in planned giving, you're on the right track. Trillions of dollars will change hands as part of the Great Wealth Transfer, and positioning your organization to benefit is essential to your future success. Learn the basics in this recorded session.

Smart Giving 101

Stock. QCDs. Crypto. DAF grants. Are you comfortable with the basic mechanics and tax benefits of tax-smart gifts like these? Do you feel confident discussing them with donors? If you need a primer on smart giving, watch this recording!

Intro to FreeWill & how we support you

If you're a newly-signed FreeWill partner or a new point of contact at an existing partner, this course is dedicated to supporting your success. Learn what to expect from FreeWill and what we need from you to maximize the partnership.

Planned Giving Certificate

Our five-course certificate program helps you jump start your FreeWill partnership or accelerate your planned giving journey with courses on marketing, donor conversations, stewardship, and more.

Complete all five courses and an online quiz to earn the certificate, or pick-and-choose the courses that interest you.

Campaign Info Session: Spring Bequests / Pride Month

Spring 2025 will be a powerful moment to connect the essential everyday work of your organization with the importance of planning ahead. In this session, we shared our planned giving outreach strategy for spring 2025 or (new this year) Pride Month in June.

2024 Bequest Campaign Retrospective

Our ongoing work with 1,800 nonprofit partners informs the marketing strategies we share with you. We dove into our 2024 data and were excited to share key findings from that analysis, and how those learnings informed our 2025 strategies.

Campaign Info Session: Winter Bequests

Now is the time to plan your first bequest campaign of 2025! FreeWill is excited to share new outreach strategies and messaging options to maximize your reach - and results! - this winter.

Campaign Info Session: Preparing for NEPAW 2024

68% of Americans are still without an up-to-date will or trust. Leverage National Estate Planning Awareness Week to share your FreeWill tool, inspire supporters to create essential documents, and secure new planned gift commitments!

Campaign Info Session: Make-A-Will Month

National Make-A-Will Month is an annual opportunity to help your donors write their plan, protect their families, and leave a legacy. Watch this recording to learn why it's our #1 campaign recommendation for FreeWill partners, and to hear all about our 2024 outreach strategy for this notable giving occasion!

12 essential estate planning documents everyone needs

In advance of National Estate Planning Awareness Week (NEPAW), we shared an overview of important legal documents your supporters may consider including in their estate plan, why each is essential, and how they can get them ready.

Creative Strategies to Drive Year-Over-Year Results

How can you sustain (and boost!) your FreeWill results long-term? In this session, we reviewed best practices for planned giving outreach and shared creative outreach strategies to try in Year 2, 3 & beyond.

Donor prospect research and uncovering assets

Learn about the importance of conducting donor prospect research, what philanthropic indicators and wealth markers to look for that can signal viable non-cash prospects, and to review some high-level donor prospecting strategies.

Smart Giving Certificate

Our five-course certificate program helps you jump start your FreeWill partnership or take your comfort and confidence with non-cash giving to the next level.

Complete all five courses and an online quiz to earn the certificate, or pick-and-choose the courses that interest you.

2024 Smart Giving Suite Retrospective

What did we learn from our 2024 smart giving campaigns? How will those learnings impact our 2025 outreach strategies? We dove into the data and shared key findings from that analysis. Watch to learn more!

Campaign Info Session: Tax Season & Smart Giving

How can Americans who find themselves with a tax bill reduce their taxable income so they won't owe again next year? Tax-smart giving! Join us to learn the details of FreeWill's 2025 tax season smart giving campaign, including how to opt-in.

Campaign Info Session: Year-End Smart Giving

Some nonprofits secure as much as 50% of their annual revenue in the last two months of the year. Are you ready to maximize your year-end giving by sharing smart gifts with your donor base? View the recording to learn more.

Campaign Info Session: Summertime Smart Giving

Summer 2024 presents a notable opportunity to share Smart Giving with your donors. And partners who send smart giving outreach throughout the year are more likely to receive smart gifts at year end. It’s not too early to lay the groundwork for year-end!

The growing power of DAFs

DAFs have shown stunning growth over the last five years, with no signs of their popularity slowing down. In this session, FreeWill's co-CEO Patrick Schmitt unpacked and demystified this hot giving trend — and introduced you to FreeWill's new solution for DAF giving.

Workshop: QCD Donor Conversations

Many gift officers are looking to build comfort and confidence talking about IRA giving with mature donors. This interactive workshop offered tips for introducing QCDs into donor conversations at all points in the donor cultivation cycle.

Partner Roundtable: Planned giving stewardship

Our first ever Partner Roundtable facilitated connection with other FreeWill partner contacts working in planned giving and created space to learn what others are doing to steward their FreeWill bequest donors. 

FreeWill Forum: UX Stewardship Research Study

FreeWill's User Experience (UX) team conducted a stewardship research study that is informing new resource development and product updates at FreeWill in 2023. Watch this recording to learn more about the study and how these insights can help you steward FreeWill bequest donors.

5 strategies to enhance your donor communication & stewardship strategy

Explore learnings from FreeWill's 2021 tax season campaign and review the most effective strategies to steward your donors.

Workshop: Building relationships and retaining donors

Learn about stewardship best practices, what your peers are doing, and how you can maximize your Bequest tool's success with three easy steps.

Feature updates

FreeWill is on continuous release cycle, launching exciting new products and features throughout the year. These videos share details of recent updates and how they'll help you better steward your FreeWill donors.

Product demos

Whether you're a newly-signed FreeWill partner, new to your organization's FreeWill partnership, or just want a refresher on the FreeWill user experience, our demo videos walk you through the products' warm and intuitive user flows.

Optimize your website

Effective integration of the FreeWill products on your nonprofit's website is a key strategy for success. Learn the latest best practices for effective web integration and preview FreeWill's newest product offering: stunning Planned Giving Websites!

Portalpalooza 2024

Five exciting new product enhancements. Five fun, interactive events to learn all about them. Portalpalooza may be over, but you can learn more by watching the recordings! 🎉