--- title: FreeWill | Planned & smart giving basics description: New to planned and smart giving? Build foundational knowledge with our helpful resources! image: https://lp.freewill.com/hubfs/Unsplash%20images/jukan-tateisi-bJhT_8nbUA0-unsplash.jpg --- [![Freewill](https://lp.freewill.com/hubfs/FreeWill_February2020%20Theme/Images/freewill_Logo.svg) ](https://www.freewill.com/) # Planned & smart giving basics #### Foundational knowledge about the creative gift types FreeWill supports ➡️ Jump to: [Planned giving basics](https://lp.freewill.com/planned-and-smart-giving-basics#pgbasics) · [Smart giving basics](https://lp.freewill.com/planned-and-smart-giving-basics#sgbasics) ## 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 ](https://lp.freewill.com/partner-planned-giving-basics) [ ##### 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 ](https://lp.freewill.com/planned-giving-fact-sheet) [ ##### 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 ](https://vimeo.com/freewillhq/rls-typesofbequests?share=copy) [ ##### 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 ](https://lp.freewill.com/partner-contingent-gifts) [ ##### 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 ](https://lp.freewill.com/partner-resource-mirror-wills) [ ##### 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 ](https://lp.freewill.com/partner-resource-planned-gifts-annual-giving) ## Smart giving basics [ ##### Smart Giving 101 Stocks. QCDs. DAF grants. Crypto. Are you familiar with the basic mechanics and tax benefits of tax-smart gifts like these? Are you confident discussing them with donors? If you need a primer on smart giving, look no further.  → Access the recording ](https://lp.freewill.com/partner-smart-giving-basics) [ ##### Webinar: How to activate your DAF donor base With more than $250B current held in Donor-Advised Funds, nonprofits have a tremendous opportunity to better engage DAF holders – individuals with clear charitable intent who often become loyal, recurring donors. How can you effectively tap into this growing source of generosity? → Access the recording ](https://www.nonprofits.freewill.com/resources/webinars/activating-your-daf-donor-base-npt-2025) [ ##### DAFs 101: An intro Donor-advised funds (DAFs) have quickly become one of the most active charitable giving vehicles in philanthropy. They're the single biggest fundraising opportunity for nonprofits today. Learn why and how to pursue these gifts in our how-to guide. → Read more ](https://www.nonprofits.freewill.com/resources/blog/donor-advised-funds-101) ---     [![Back to the Partner Resource Hub](https://no-cache.hubspot.com/cta/default/7139016/cc9f3027-2f49-48ae-9422-489a4511cb53.png)](https://cta-redirect.hubspot.com/cta/redirect/7139016/cc9f3027-2f49-48ae-9422-489a4511cb53) freewill-logo-white Copyright © 2026 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](https://www.freewill.com/terms) & [Privacy Notice.](https://www.freewill.com/privacy) ![McAfee Security](https://lp.freewill.com/hubfs/FreeWill_February2020%20Theme/Images/mcafee.png)