---
title: Partner Resource | 10 important facts about planned giving
description: New to planned giving? We can't make you an expert in the next four minutes, but these facts will get you halfway there in no time at all.
image: https://lp.freewill.com/hubfs/Untitled%20design%20(1).jpg
---

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# 10 important facts about planned giving

#### Why planned giving matters for you and your donors

New to planned giving? We can't make you an expert in the next four minutes, but these informative facts will help!

 

Our one-pager shares 10 important — and perhaps unexpected! — things to know about planned giving, the Great Wealth Transfer, and planned gift donors, so you can arm yourself and your team with the facts as you build your planned giving program.

 

**Download the fact sheet via the form **to supercharge your planned giving marketing and conversations with donors.

### Download the fact sheet

---

## Recommended resources

[

##### What is FreeWill?

This quick fact-sheet on our flagship bequest tool will help you introduce FreeWill to your coworkers and supporters.

→ How it works 

](https://lp.freewill.com/what-is-freewill-partners)

[

##### How to use your partner portal

An overview of each section of the portal and how it can serve you as you grow your planned giving program.

→ Get the guide 

](https://lp.freewill.com/using-partner-portal-tour)

##### Best practices: Stewardship

A planned gift is only the beginning of your relationship with your donors. Here's your first stop for tips on planned giving donor stewardship.

→ Download resource

## Looking for more partner resources?

Head back to the Partner Resource Hub to find more resources on outreach, messaging, and industry research.

 

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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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