Form

Congratulations on completing the course material for FreeWill's Planned Giving Certificate!

Please complete the fields and answer the questions below. To receive your certificate of completion, you must answer at least 13 of the 15 questions correctly.

First name*

Last name*

Organization*

Email*

Questions:

Which two planned gift types are the most common in the U.S.?*

When surveyed, approximately ___% of Americans acknowledge having a will is important, but only ___% of Americans have a will in place.*

25%, 5%

43%, 27%

64%, 32%

99%, 85%

According to research, donors who make a bequest commitment to charity increase their annual giving to that charity by ___ on average.*

25%

75%

200%

True or False: High net worth individuals are the strongest planned giving prospects.*

True

False

True or False: Standalone email outreach is the top driver of planned gifts through FreeWill.*

True

False

All of the following pages of your website are recommended for sharing planned info and your FreeWill products. Which is the most essential?*

Ways To Give page

Donate page

Planned Giving page

Which of these is NOT essential for planned giving conversations with donors?*

Asking open-ended questions

Leading with care & empathy

Demonstrating technical expertise on planned gifts

Understanding the basics

Planning the conversation ahead of time

True or False: It's generally not appropriate to ask a planned gift prospect directly if they have an estate plan in place.*

True

False

Which methods of followup are appropriate after a planned giving visit or conversation?*

True or False: In your custom FreeWill bequest product, supporters in all 50 states & DC can write a will or revocable living trust at no cost to them.*

True

False

Which of these stewardship activities are currently possible in the Partner Portal? Choose all that apply.*

Viewing donor insights to inform your stewardship

Updating the status of a planned gift commitment

Adding notes to a gift record

Accessing FreeWill stewardship resources

Using AI to draft donor correspondence

True or False: Generally speaking, you should NOT solicit your legacy society donors for annual gifts.*

True

False

True or False: Being open about the revocability of most planned gift types (the fact that they can be changed later) encourages more donors to disclose their intention.*

True

False

How do you plan to apply what you've learned in the Planned Giving Certificate courses?*

Use the space below to set one goal for yourself in relation to planned giving. Let it be specific, measurable, and achievable. Set a timeframe for achievement.*

Thanks for all the amazing work you do. Is there anything else you’d like to tell us?