Form

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

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

First name*

Last name*

Organization*

Email*

Questions:

What four "smart gift" types does FreeWill support?*

True or False: In the U.S., more wealth is held in assets than in cash.*

True

False

Fill in the blank: Nonprofits that include smart giving in their fundraising strategy can grow their revenue ___ times faster than those that don't*

1.5

2-3

5-6

Which of these is a reason why donors might choose to make a smart gift to charity? Choose all that apply.*

Donors may be able to give more and make a bigger impact by giving assets.

The donor can save on taxes, even if they don’t itemize deductions.

The donor can hold onto their cash on-hand for other purposes.

Fill in the blanks: People age ___ are eligible to make QCD gifts, and those age ___ must take an annual distribution from their IRA or face a penalty*

True or False: Easy to find website integrations are the top driver of smart gifts through FreeWill.*

True

False

True or False: Gift officers should not mention smart giving in donor meetings, but rather wait for donors to ask about it.*

True

False

True or False: When the market is down, fundraisers should stop talking to donors about gifts of stock.*

True

False

True or False: Crypto donors rarely want a long-term relationship with the nonprofit they support.*

True

False

Which FreeWill products allow donors to complete the giving process entirely online? Check all that apply.*

True or False: Nonprofits should send donors tax receipts for Donor Advised Fund grants.*

True

False

True or False: A smart gift in any amount may warrant donor qualification by a gift officer and stewardship touches typically reserved for the major donor playbook.*

True

False

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

Using AI to draft smart giving donor correspondence

Adding stewardship related comments on the smart gift record

Updating gift status when a smart gift is in transit or received

Entering gift details, like the actual gift amount or # of stock shares received

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

Use the space below to set one goal for yourself in relation to smart 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?