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How the College of Saint Benedict unlocked large estate gifts from small-dollar donors

November 6, 2026
•
2
min read
How the College of Saint Benedict unlocked large estate gifts from small-dollar donors

The Challenge

The planned giving team at the College of Saint Benedict was receiving an average of 15 new bequest commitments per year, and were hungry to up their impact.

They were entirely focused on their highest level prospects, but knew there was a huge additional opportunity if they were able to expand their reach. However, their small team didn’t have the time or resources to start planned giving conversations with their most loyal supporters: small-dollar donors. So they started looking for an easy, cost-effective way to engage alumnae.

The Solution

With FreeWill, the planned giving team found a way to reach more of their community. They tapped into FreeWill’s resources to produce marketing materials and emails that positioned estate planning services as a gift to alumnae and created a sense of urgency around making a will.

This freed up their time to continue focusing on their top prospects while still speaking to a wider audience. And in less than ten months, they had brought in an additional 15 new bequest commitments from small-dollar donors, totaling more than $800,000.

FreeWill has exceeded expectations by helping us reach out broadly to donors and uncover estate gifts in the $35,000 range.

Heather Pieper-Olson
Associate VP of Institutional Advancement

Results

15

New bequests in <10 months

$800K

Small-dollar donor bequests

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It's not necessarily extra work, it’s just being smarter in the work we do. I think FreeWill has challenged us in that way. And our results since our FreeWill partnership have been tremendous. Having that relationship with your strategist to make sure you’re doing what’s best for your organization has paid off.

Don Cannada
Board Member
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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.

Valerie Trego
Senior Development Officer,
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I think you're putting your finger on the pulse of what charitable organizations want and need to promote. I think it's very smart. It's exciting, and I'm excited to be in this space with you. You're creating a whole new class of philanthropists.

Brian Peterson
Director, Legacy and Gift Planning
Human Rights Watch

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
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FreeWill is the missing piece of this puzzle. It starts a conversation and creates this almost audible buzz around the topic. Larger donors hear the buzz and want to be a part of it so they step forward and that's already proving to be so valuable. The excitement is real in our office on a Director level.

Jeff McCormick
Director of Development and Planned Giving
Saint Ignatius High School