Cooperative Baptist Fellowship Foundation makes non-cash giving accessible to donors, raises over $1M

April 7, 2023
min read
Cooperative Baptist Fellowship Foundation makes non-cash giving accessible to donors, raises over $1M

The Opportunity

The Cooperative Baptist Fellowship (CBF) Foundation’s purpose is to cultivate, receive, invest and steward long-term sustaining assets and legacy gifts to support the work of CBF which enables individuals and churches in their mission work.

As seasoned experts in planned giving, CBF’s fundraising team was looking for online tools to make it easier for both older and younger donors to give, and easier for the foundation to accept planned and major gifts.


The Solution

CBF partnered with FreeWill to provide online bequest, Qualified Charitable Distribution (QCD), and stock tools for their donors. In an increasingly digitally-focused world, CBF leadership wanted to make sure they were forward-thinking, expanding their fundraising program while providing the tools donors needed and expected.

These tools also made traditionally time-intensive giving types easier for the organization to process. With a few clicks, donors can create a will and make a bequest, without CBF doing the time-intensive work of coaching donors through the process while being sure of the outcome. Donors can also easily send QCDs or stock gifts without procedural headaches.

Beyond tools that make giving from complex assets simple for donors, CBF receives the support they need from FreeWill to promote these transformational giving types.

According to Shauw Chin Capps, CBF’s Foundation President and Chief Legacy Officer, “Our partnership with FreeWill has been invaluable. It’s not just the easy-to-use tools, it’s also the strategy, expertise, toolkits, copywriting, and all the marketing collateral that comes with it. We don’t have a large team or an entire department dedicated to this, but with FreeWill we don’t have to – they fill that role for us.”

By eliminating barriers and maximizing the ability to receive these gifts, CBF raised over a million dollars in non-cash gifts in just two years.




in bequest commitments


in QCDs


in stock gifts


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Our FreeWill strategist has a faith-based background, so he’s great at providing us with exactly what we need for our fundraising campaigns soliciting bequests, stocks, and QCDs. Using the content and resources FreeWill produces saves us so much time.

Shauw Chin Capps
Shauw Chin Capps
President and Chief Legacy Officer

I don’t think I’ve ever worked with a partner organization that offers the level of strategy and turnkey solutions that FreeWill offers. 
It’s incredible.

Leslie Brogdon
Leslie Brogdon
Director of Operations

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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
MPB Foundation

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,
Susquehanna Health Foundation

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
Knox Area Rescue Mission

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