Webinar 4 recording

Moving forward on planned and major giving


This webinar has been approved for 1.0 CFRE credit.


As planned giving expert, Dr. James Russell mentioned in a conversation with FreeWill co-CEO, Patrick Schmitt, now is one of the best times to market planned giving because people are making estate plans in record numbers. If nonprofits can stay top of mind during this process, it will make a huge difference for fundraising.


In this webinar, we covered ways that nonprofits can move forward and stay top of mind, including:

  • What the CARES Act and this moment mean for different types of gifts
  • How cash, DAFs, QCDs, stocks, and bequests will be affected by a recession (and what to do)
  • How to convince your boss and board to invest in planned giving
  • Creative ideas from across the nonprofit landscape


Watch Patrick Schmitt as he shares strategies and examples for how nonprofits can move forward with planned and major giving in the time of the Coronavirus pandemic.


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