Product updates
Bring faith and values into every step of the giving journey
Planned giving is more than a transaction, it's a reflection of faith, values, and legacy. That's why we've introduced new enhancements to the FreeWill platform designed specifically for faith-based organizations.
These updates give you greater control over how your community experiences estate planning, helping you create a journey that feels cohesive, trusted, and deeply aligned with your mission.
What's new
We've introduced new customization options that let you more intentionally care for your community during key moments in the will-making process:
Funeral Wishes
Supporters aren't just making arrangements, they're reflecting on life, legacy, and hope. Provide faith-informed guidance alongside practical resources by linking to trusted funeral homes, places of worship, cemeteries, and planning materials, while also offering teachings that support individuals and families as they navigate grief and loss.
Children & Guardianship
For many, guardianship is a decision shaped by faith, values, and a desire for continued formation. Help supporters approach this choice with intention by encouraging reflection on spiritual upbringing and connecting them to trusted leaders or resources within your community.
Personal Statement of Faith
Legacy is more than what we leave behind, it's what we believe and why it matters. Offer supporters a meaningful opportunity to articulate their spiritual convictions, values, and hopes for the future as part of the story they pass on.
See how it works
Explore our interactive demo to see how these faith customizations appear inside the will-making experience for your community.
Designed for your community
These updates are built to support a wide range of faith traditions and can be tailored to reflect your unique voice, teachings, and practices. Whether you're guiding supporters through stewardship, legacy, or end-of-life planning, you now have more tools to meet them with clarity, care, and alignment. If you have questions or want help implementing these updates, your FreeWill strategist is here to support you. For more resources, check out our faith-based resource hub.
Please note: to see the Customizations section, you'll need the "Customizations" permission enabled for your Partner Portal account. If you don't see it, please contact the admin of your Partner Portal account to grant you the Customizations permission using this guide.