Planned & smart giving basics

Foundational knowledge about the creative gift types FreeWill supports

Planned giving basics
Planned Giving 101

If your nonprofit invests in planned giving, you're on the right track. Trillions of dollars will changes hands during the Great Wealth Transfer, and positioning your organization to benefit is essential to your future success. Learn planned giving basics in this 1-hour recorded session.

→ Access the recording
10 important planned giving facts

New to planned giving? We're here to help you get up and running quickly! These key facts will lay your groundwork in no time.

→ Get the facts
Types of bequests in your Partner Portal

Primary vs. contingent. Secondary vs. tertiary. Specific vs. percentage. If you need a primer on the types of bequests found in your Portal, watch this short video explainer to learn more.

→ Watch the video
Guide to contingent bequests

A contingent bequest takes effect if the primary beneficiary predeceases the will-maker or cannot/will not accept the gift. Learn about the different types of contingent gifts and how to project their value.

 

→ Download the guide
Bequests in mirror wills

Gift commitments made in mirror wills can be confusing. To better understand what they are, how they appear in your Partner Portal, and how we count them in our system, check out this resource.

→ Read more
Planned gifts & annual giving

When pressure to raise real-time cash gifts is high, it's tempting to put planned giving on the back burner. But did you know that donors who establish a bequest to charity actually increase their annual giving?

→ Learn more

Smart giving basics

 

 

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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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