---
title: FreeWill | Planned Giving Certificate
description: FreeWill's nonprofit partners have access to exclusive trainings, including our Planned Giving Certificate program. Learn more here.
image: https://lp.freewill.com/hubfs/rochelle-nicole-E9uJ65vwGmE-unsplash.jpg
---

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# Planned Giving Certificate

#### FreeWill accelerates your planned giving journey with an in-depth five course curriculum & final quiz

FreeWill's Planned Giving Certificate program is just one example of the exclusive trainings available to FreeWill partner organizations. When you sign with us, everyone on your team can jump start their planned and smart giving journeys through our live and recorded training sessions.

 

In the certificate courses, our nonprofit partners learn the basics, familiarize themselves with FreeWill's products, and explore best practices for donor conversations, proactive marketing, and donor stewardship. CFRE continuing education credits are available, and a certificate of completion is shared with those who complete all five courses and an online quiz.

 

Ready to learn more? Contact us to request a demo of the FreeWill platform.

[![Request a demo](https://no-cache.hubspot.com/cta/default/7139016/a91349ec-0db6-4f96-bcd8-474e50d97f61.png)](https://cta-redirect.hubspot.com/cta/redirect/7139016/a91349ec-0db6-4f96-bcd8-474e50d97f61)

### The Courses

- ![PG 101](https://lp.freewill.com/hs-fs/hubfs/Unsplash%20images/clemens-van-lay-5eThdzpVqyE-unsplash.jpg?width=640&height=386&name=clemens-van-lay-5eThdzpVqyE-unsplash.jpg)
  
  **Planned Giving Basics (101)**
  
  Common planned gift types & tips for starting a planned giving program
- ![PG 102](https://lp.freewill.com/hs-fs/hubfs/pexels-pixabay-4158-1.jpg?width=640&height=425&name=pexels-pixabay-4158-1.jpg)
  
  **Planned Giving Marketing (102)**
  
  FreeWill's best practices for promoting planned giving to your audience
- ![PG 103](https://lp.freewill.com/hs-fs/hubfs/pexels-brett-sayles-3729182.jpg?width=640&height=426&name=pexels-brett-sayles-3729182.jpg)
  
  **Planned Giving Conversations (103)**
  
  Prospecting and introducing planned giving in conversation
- ![PG 104](https://lp.freewill.com/hs-fs/hubfs/Unsplash%20images/akhilesh-sharma-0UQWosGper4-unsplash.jpg?width=640&height=427&name=akhilesh-sharma-0UQWosGper4-unsplash.jpg)
  
  **Planned Giving Solutions (104)**
  
  Demos of FreeWill's planned giving products and insight into their benefits
- ![PG 105](https://lp.freewill.com/hs-fs/hubfs/pexels-rdne-7309210.jpg?width=640&height=960&name=pexels-rdne-7309210.jpg)
  
  **Planned Giving Stewardship (105)**
  
  Best practices for  building long-term relationships with planned giving donors
- ![Final quiz](https://lp.freewill.com/hs-fs/hubfs/Unsplash%20images/burst-kUqqaRjJuw0-unsplash.jpg?width=640&height=427&name=burst-kUqqaRjJuw0-unsplash.jpg)
  
  **Online Quiz**
  
  A short final quiz to check for understanding and wrap up the program

 

 

 

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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)

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