SUNY Brockport capitalizes on The Great Wealth Transfer, raising $1.175M

January 31, 2023
min read
SUNY Brockport capitalizes on The Great Wealth Transfer, raising $1.175M

The Opportunity

SUNY Brockport, one of the 64 institutions that comprise the State of New York’s public colleges and universities, provides an inclusive learning community that inspires excellence in its students through growth, engagement and transformation.

With public funding for higher education declining, the fundraising staff at SUNY Brockport knows private support is critical to providing a healthy and vibrant future for the school. They also know the Great Wealth Transfer — when an estimated $70 trillion dollars will be inherited by younger generations from their Baby Boomer parents — is on the horizon, and presents a unique opportunity to boost their legacy program.


The Solution

To ensure they were in a position to harness the power of the Great Wealth Transfer, SUNY Brockport partnered with FreeWill in October 2021.

FreeWill’s bequest tool gives SUNY Brockport supporters an easy way to create a will and leave a bequest. The FreeWill team helps SUNY Brockport craft plans for regular outreach to school alumni, including the custom content they needed to be successful.


The partnership also gives SUNY Brockport an easy way to start conversations about planned gifts. By taking advantage of the bequest tool as a resource, alumni are able to support the school without affecting their everyday cash flow and create a legacy that will positively impact students and programs now and into the future.

Together, SUNY Brockport and FreeWill raised $1.175 million dollars from 25 bequests in just nine months.

Results in 9 months


gift intentions


committed in legacy gifts


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To say that we were surprised at just how successful our first FreeWill campaign was, would be an understatement. I was shocked. We had donors who weren’t on our radar previously, with little to no engagement, making $100,000 gift commitments, which for us is a significant gift.

Brad Schreiber
Brad Schreiber
Assistant Vice President for Advancement

FreeWill’s bequest tool is so simple to use. Even better, the team at FreeWill creates the content we need to promote it, and advises us on campaign strategy. It’s really a plug-and- play platform, and it’s had a significant impact on our small team’s ability to accept gifts.

Kevin Stiner
Kevin Stiner
Manager of Advancement Communications

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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