1 year & 100+ gifts: How the PAN Foundation empowers donors & drives legacy giving

February 23, 2021
min read
1 year & 100+ gifts: How the PAN Foundation empowers donors & drives legacy giving

The Challenge

The Patient Access Network (PAN) Foundation, which provides grants to underinsured patients to help pay for necessary treatments and medications, did not have a legacy program to actively seek planned gifts from their supporters. They knew they were missing out on this untapped pool of gifts that could further support their organization for years to come. After forming a powerful annual giving program, PAN wanted to get more sophisticated in other fundraising techniques to support the sustainability of their mission and organization.

We’ve heard back from some of our donors sharing how PAN helped them or a family member, and it only made sense to them to leave a gift to us in their will — and that means the world to us.

Leena Patel

Vice President of Development

The Solution

To jumpstart legacy giving at PAN, they decided to offer FreeWill’s platform as a resource to their supporters. The tool allows their constituents to make their wills for free in simple-to-follow steps, and seamlessly include PAN as a beneficiary — without the ask feeling forceful or sounding insensitive.

FreeWill has helped PAN learn more about their constituents and connect with their donors in a meaningful way. Their team now has a large pool of individuals who they know regard PAN highly, and are able to tailor their outreach strategies to better steward and cultivate these donors.

Results in 1 Year

  • $1.3M raised in gift commitments
  • 118 legacy donors


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Trusted by the smartest minds in planned & major giving

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