Why FreeWill?
Discover why partnering with us on planned & smart giving at this moment in time is so important
What to expect
Learn what you can expect from your dedicated FreeWill team throughout your partnership with us
Course objective
Discover what FreeWill needs from you for a successful onboarding and implementation to ensure success
About the Course
This 35-minute course is designed to empower you to optimize your fundraising efforts by leveraging FreeWill's innovative platform. Explore the opportunities unlocked by this partnership, understand the problems FreeWill can help solve, and align your team for success. Take the first step towards a more effective fundraising strategy. Enroll now to jump start your FreeWill partnership!
Meet your trainer
A former nonprofit fundraiser, Lauren spent 11.5 years at the Chesapeake Bay Foundation in Annapolis, Maryland, serving in membership, mid-level giving, and ultimately as the Associate Director of Planned Giving. It was in that role that she purchased FreeWill for CBF! Her experiences as both a fundraiser and a FreeWill partner make her perfectly suited to lead this informative session. You can reach her at [email protected].
Curriculum
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1
Intro to FreeWill & how we support you
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(Included in full purchase)
Introduction
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(Included in full purchase)
Your opportunity in partnering with FreeWill
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(Included in full purchase)
Urgent problems FreeWill helps you solve
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(Included in full purchase)
What you can expect from FreeWill
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(Included in full purchase)
What FreeWill needs from you
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(Included in full purchase)
Recommended next steps
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(Included in full purchase)
Post-training survey
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(Included in full purchase)
Partner testimonials
Here's what some of your fellow partners had to say about this course
I'm a little overwhelmed, because it's all so new and there's much to learn. So I found this intro webinar very helpful!
Donor Relations & Communications Manager
I appreciate knowing who [at FreeWill] is on our team and their different roles/responsibilities.
Director of Advancement
Lauren is one of the better webinar hosts I've ever seen!
Individual Giving Manager
I was lost in the process of preparing for kickoff. This put me back on track.
Development Officer
Intro to FreeWill & how we support you
Align your team and prepare for success. Watch the recording now to jump start your FreeWill partnership.