How it works
Share with supporters
Thank your donors for their support with the opportunity to write their estate plan on your custom site, or designate your organization as a beneficiary for their assets.
Strengthen donor relationships
Your supporters will use the tool to create estate plans and, in many cases, leave gift commitments to your organization.
Get data and alerts
Track your campaign performance to get a complete picture of your planned giving program, including bequests committed outside of the FreeWill platform.
Learn how MANNA worked with FreeWill to scale their planned giving program
Uncover hidden gifts from your entire donorbase
Scale your efforts and widen the funnel of planned giving donors. FreeWill is an extension of your efforts as we help to drive commitments in the background, so your team can focus on the highest yield opportunities.
Give back to your community
Provide a free and valuable tool to your supporters and build financial wellness in the communities you work with, including your staff, volunteers, members, constituents, and more!
Peace of mind for you and your supporters
Our estate plans are legally vetted and continuously reviewed by a network of trust and estate attorneys across the country to ensure our tools meet the needs of all states. Our FreeWill Fellows support our mission by providing insight into their local laws, and are accessible to users with complex planning needs.
They also help us deliver on our promise to continue innovating and improving our solutions on behalf of our partners. We are thrilled to be able to expand our Revocable Living Trust product to all 50 States and DC for our nonprofit partners.
Drive strategy forward with data on legacy gifts
Data is at the heart of every great fundraising campaign, and with FreeWill Portal, your organization can find actionable insights with data. Generate customizable reports, keep tabs on donor outreach, spot trends in gift value, volume, and site traffic — all through an intuitive, yet powerful, data dashboard.
Software trusted by development teams of all sizes
Not only are we booking bequests valued at over $1 million, we are getting full contact information for constituents that we only had email info for. The support offered by the FreeWill team from sales to implementation is top notch. This has been the best vendor experience I’ve had in my twenty plus year career.
Center for Inquiry
Having FreeWill is like having a part-time planned giving officer. Our FreeWill strategist is there anytime I have questions, ideas, or comments. I trust their expertise, and all the support they provide means I can spend time on other priorities.
Knox Area Rescue Mission
For a small nonprofit, where we don’t even have a dedicated fundraising staff person, much less a major gifts or planned giving officer, FreeWill almost acts like the planned giving department I don’t have. FreeWill allows us to have a Planned Giving program that I otherwise would never have the time for. FreeWill lets us punch above our weight.
Library Foundation for Sarasota County
Let’s start a conversation!
If you work for a nonprofit organization and would like to know how FreeWill can work for you, please get in touch with our team by filling out this form.
One of our team members will reach out to you in the next couple of days to learn more about how we can help and also to schedule a time to show you how our products work.
In the meantime, feel free to review some resources our partners have found interesting: