Webinar 1 recording

Thoughtful, kind, effective, safe: Planned giving during the Coronavirus pandemic



This webinar has been approved for 1.0 CFRE credit.


As the stock market descends and daily life is rapidly shifting for many Americans (especially older folks), major and planned giving teams are faced with new decisions on how to continue their important work:

  • Should we cancel events? 
  • Do we need to change our messaging? 
  • Should we meet with older donors? 
  • Should we work from home? 
  • How can we meet the pressing needs of our organization in dramatically different circumstances?

In this webinar, Patrick Schmitt, the Co-CEO of FreeWill, shares how a variety of nonprofits from around the country are shifting how they work, how to be thoughtful and sensitive to donor needs, and how to continue to generate funds for your mission during this turbulent moment.


Webinar from March 17, 2020.


Get more insights, tips, and strategies on how nonprofits are working in a crisis here.

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