The Basics
Review the basics of the most common planned gift types, and learn tips to start or reinvigorate a planned giving program and communicate its impact.
Marketing
Discover best practices for integrating planned giving information on your website and for sending proactive planned giving outreach throughout the year.
Stewardship ... and more!
Learn to identify your best prospects, cues to listen for, techniques to introduce planned giving in conversation, and tips for effective follow up.
About the curriculum
FreeWill's Planned Giving Certificate helps you and your team gain knowledge on planned gift basics, FreeWill's planned giving suite, and best practices for planned gift marketing, donor conversations, and stewardship. Boost your confidence in introducing legacy giving to your donors with actionable tips from FreeWill's Nonprofit Training Lead. Enroll now to empower your team with valuable skills at no additional cost! - 5 recorded courses, plus a final online quiz - Eligible for 5.0 CFRE continuing education credits - Add the certificate to your LinkedIn profile
About the presenter
A former nonprofit fundraiser, Lauren knows first-hand that charities are often overwhelmed and under-resourced. She spent 11.5 years at the Chesapeake Bay Foundation, serving in membership, mid-level giving, and ultimately as their Associate Director of Planned Giving. As FreeWill's Nonprofit Training Lead, Lauren's profession and passion is helping nonprofits more easily embrace new technologies and grow their fundraising. She lives in Annapolis, Maryland with her husband Kris, rescue dog Holly, and rescue cat Felix.
Curriculum
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1
Planned Giving Basics
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Introduction
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Why planned giving?
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Let's review!
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Most common planned gift types
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Let's review!
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Starting a planned giving program
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Communicating the impact of planned gifts
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Resources & next steps
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Post-training survey
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Congrats!
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2
Planned Giving Marketing
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(Included in full purchase)
Introduction
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Reasons to invest in planned giving marketing
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Planned giving on the web
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Let's review!
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Standalone planned giving outreach at key times of year
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Let's review!
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Planned gift integrations in existing outreach
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Putting it all together in a campaign
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Resources & next steps
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Post-training survey
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Congrats!
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3
Planned Giving Conversations
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Introduction
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Prospect identification
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Let's review!
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Preparing for the conversation
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Introducing planned giving to the donor
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Let's review!
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Tips for effective followup after the visit
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Resources & next steps
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Post-training survey
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(Included in full purchase)
Congrats!
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(Included in full purchase)
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4
Planned Giving Solutions
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Introduction
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How FreeWill's planned giving tools help donors & your nonprofit
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Talking points: Why should your donors use FreeWill?
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Demo: Will-writing (bequest) product
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Demo: Revocable Living Trust product
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Demo: Beneficiary Designations product
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Demo: Gift Intent Form
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Resources & next steps
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Post-training survey
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Congrats!
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5
Planned Giving Stewardship
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Introduction
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Why good stewardship is essential for planned giving
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Creating & sustaining a legacy society
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Let's review!
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The basics of creating a stewardship plan
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Let's review!
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Let's talk about anonymous donors
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How the FreeWill platform supports planned gift stewardship
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Resources & next steps
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Post-training survey
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(Included in full purchase)
Congrats!
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(Included in full purchase)
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6
Assessment and Certification
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(Included in full purchase)
Final quiz
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(Included in full purchase)
Congrats on completing this curriculum!
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(Included in full purchase)
What people are saying
Discover how the Planned Giving Certificate has empowered FreeWill partners with valuable knowledge and skills.
I enjoyed this course so thoroughly. I took copious notes even though I knew the PDF presentations would be shared afterwards, because I felt so strongly about the importance of the info being shared.
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These sessions feel more like coaching sessions than webinars. Concise and actionable.
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Wow, this was beyond helpful! Packed with relevant, applicable, and professional advice for sometimes challening conversations around planned giving. As always, Lauren was very clear, concise, and encouraging!
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I currently work in a fully developed stewardship department, and Lauren hit everything. She explaines everything very well.
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Ready to begin your planned giving journey?
Enroll now to access the exclusive Planned Giving Certificate curriculum and unlock a world of opportunities in planned giving.