Meet your new AI fundraising consultant, Sarah

Backed by expert insights.
Powered by AI.
Designed for you.

Raise transformational gifts with FreeWill
FreeWill Bequest Tool

AI-powered plans, guided by real-world expertise

FreeWill is the leading platform helping 2,200+ nonprofits unlock transformational support through planned and non-cash giving.

In just 10 minutes, you'll receive a free personalized fundraising plan grounded in academic research and shaped by the strategists who support FreeWill's nonprofit partners.

Your tailored fundraising plan Is built on:

Proven frameworks and research from Dr. Russell James and other leading experts.

Customized to your mission, team size, and fundraising goals.

Insights drawn from 2,200+ nonprofit partners.

Interactive AI chat to explore your strategy and ask questions.

In uncertain times, strategy matters most

Staying ahead in a challenging fundraising environment

With federal funding cuts, over 20,000 sector layoffs, and more competition for cash donations, sustainable fundraising can feel out of reach.

Even in uncertain times, charitable giving has proven resilient. In 2024, giving rose 3.3% (adjusted for inflation), fueled by strong individual and corporate donors and a booming stock market.

The potential for long-term growth is greater than ever, especially with the right strategy in place. Planned and non-cash gifts such as bequests or stock can unlock lasting support.

Many donors are ready to give this way, they just need the right guidance.

Integrate planned and non-cash giving into your fundraising strategy.

Expertise 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

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

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

FAQ: About the free AI consultation

Do I need to be a FreeWill client, and is there any cost?

No. The consultation is completely free, with no obligation or sales pressure. You don’t need to be a FreeWill client—anyone leading or working at a nonprofit can participate. Each person is limited to one consultation per valid email address, with up to 10 questions for Sarah, the AI Consultant.

What will I get from the consultation?

You’ll receive a personalized fundraising strategy tailored to your organization’s size, goals, and donor base. The plan highlights opportunities in planned and smart giving, along with actionable next steps.

You’ll also be able to chat with the AI Consultant to ask questions and explore ideas.

While FreeWill doesn’t offer direct implementation through this tool, you can schedule a demo to learn how to partner with us if you'd like support executing your strategy.

How long does it take?

The AI will guide you through a focused set of questions about your organization’s goals, challenges, and donor base, usually taking about 10–15 minutes. The more thought you put in, the more tailored and actionable your fundraising plan will be.

Your strategy is generated instantly, and you can start chatting with the AI Consultant to refine it, ask questions, or explore next steps.

Your fundraising plan is ready when you are

In 3 simple steps

  1. Tell us about your organization's priorities and challenges

  2. We build your tailored plan

  3. Receive your custom plan and interact with the AI Consultant to dive deeper

Start my consultation