Leave a next-level legacy for your organization
Are you ready for the Great Wealth Transfer? Our planned giving software helps organizations of all sizes drive new commitments, and identify and steward high affinity donors.
FreeWill's Planned Giving Suite has everything nonprofits need to scale legacy giving and deepen supporter relationships.
The Planned Giving Suite includes:
Legacy Gifts
Solicit and accept gift commitments through wills, trusts, beneficiary designations, and gift intent forms.
Estate Planning Tools
Provide a comprehensive set of free and legally vetted estate planning tools to meet your supporters’ needs.
Marketing Content & Strategy
Kickstart your planned giving program or take it to the next level with custom content, strategy, and expert-led trainings.
Drive legacy gifts with modern planned giving software and strategy
How it works with FreeWill
FreeWill brings your stock strategy into the digital age.
Provide free, branded estate planning tools to your supporters
Thank your donors for their support with free estate planning tools on your co-branded site, or offer ways to designate your organization as a beneficiary for their assets.
Nudge charitable giving with research-driven prompts
Gently prompt charitable giving as your supporters define their legacy, often leaving commitments to your organization.
Drive gifts through custom content and campaigns
Send custom content and data-tested campaigns from our Strategy and Content team to solicit legacy gifts from your supporters throughout your donor-base.
Get donor-data, alerts, and action-oriented insights
Track your campaign performance to get a complete picture of your planned giving program, including bequests committed inside and outside of the FreeWill platform.
Grow your planned giving program without increasing headcount
Whether you’re starting from scratch or scaling up, our customizable estate planning software, proven strategies, and marketing expertise will help your planned giving program thrive.
Manage, track, and grow your program strategically
Take the guesswork out of growing your program with increased gift visibility, donor contact information, and campaign analytics.
Comprehensive and legally-vetted estate planning tools for your supporters
Last Will and Testament
Revocable Living Trusts
Beneficiary Designations
Financial Power of Attorney
Advanced Healthcare Directive & HIPAA Authorization
Supplemental Needs Trusts
How the American Heart Association worked with FreeWill to grow planned giving
Learn how the American Heart Association generated almost 1,400 new bequests (at an estimated value of over $65 million!) through the FreeWill National Featureship.
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Additional Planned Giving Solutions
Find ideal solutions curated for your mission
Software trusted by the smartest minds in planned & major giving
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.
Cynthia Kazaroff
Development Manager, Center for Inquiry
Development Manager, 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.
Les Fout
Senior Stewardship Advisor, Knox Area Rescue Mission
Senior Stewardship Advisor, 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.
Alisa Mitchell
Executive Director, Library Foundation for Sarasota County
Executive Director, Library Foundation for Sarasota County
FAQ: Why invest in planned giving?
Why should planned giving be a priority for organizations?
Planned giving offers among the highest ROIs of all types of fundraising, and it’s been shown to result in increased annual giving for many nonprofits, as well.
Big-picture trends also make this an especially smart time to invest in planned giving. The largest wealth transfer in history (roughly $68 trillion) will occur over the next 25 years as the Baby Boomer generation ages.
By cultivating donor relationships and making it easy to create bequests now, organizations can see substantial returns to support their missions for years to come.
How does planned giving software help?
Dedicated, purpose-built tools make prioritizing and managing your planned giving program easier. They allow you to take an organized and streamlined approach, all while improving the donor experience and generating the data you need to improve your strategies continually. Planned giving software from FreeWill can even help you effortlessly source new prospects with our Featureship options.
Learn more about our tools to see the difference that dedicated planned giving software can make for your nonprofit.
How does FreeWill stand out?
Support and software from FreeWill include everything you need to launch or strengthen your planned giving program. We provide outreach strategy, develop custom content, create a welcoming donor experience, and offer options to help you reach new prospects.
Our tools follow a proven model—tapping your nonprofit into an audience of individuals who are already thinking ahead philanthropically and then equipping you with the resources you need to start building relationships.
Learn more with our complete guide to planned giving for nonprofits.
Let’s start a conversation!
If you work for a nonprofit organization and want to learn how FreeWill can support your mission, fill out the form on this page to book a meeting with our team. Once you submit the form, you’ll be directed to a calendar where you can choose a time that works best for you.
In the meantime, feel free to review some resources our partners have found interesting:
Nonprofit Inquiry Form