Support a lifetime of generosity with Donor-Advised Funds

Donor-advised funds (DAFs) are becoming increasingly essential to nonprofit strategy. In the past five years, the wealth flowing in and out of DAFs has more than doubled.

Use FreeWill to provide your supporters with an intuitive and effortless way to make DAF grants, while providing your organization with full visibility into donor and gift details.

How it works

Grow your supporter base with FreeWill.

Make DAF contributions easy for your supporters

With FreeWill, making a grant, regardless of DAF custodian, is seamless and fully digital. 

Get alerts when someone leaves a gift from their donor-advised fund.

See all your data in one place

FreeWill’s Portal provides full visibility into gift details, eliminating tedious detective work. 

Get insights on your donor-advised fund gifts.

Strategically follow-up and steward donors

Gift details help inform and focus successful stewardship strategies. 

FreeWill can streamline your planned giving program to help you raise more

A growing and sustainable opportunity

DAFs have seen remarkable growth in recent years. In 2021, wealth going into DAFs reached a new record of over $73 billion, with the overall value of DAFs exceeding $235 billion — more than double the amount five years prior. DAFs have also proven to be more resilient to economic downturns compared to other forms of charitable giving.

Source: National Philanthropic Trust

The most intuitive experience for your donors

FreeWill, in partnership with Chariot, integrates with the leading DAF custodians. That means for the majority of your supporters, it takes just three clicks without navigating away from your website to complete their donation – and your organization is less likely to miss a gift.

Planned giving reports and analytics allow you to manage and grow your program easily.
Bequest software makes it possible to grow your legacy giving program at scale

Create a focused stewardship strategy

When supporters use FreeWill to make a DAF grant, you gain information critical to a targeted and effective outreach strategy. Through the FreeWill Portal, capture information about the DAF donor and what causes they most care about.

Leverage FreeWill to educate your supporters

In 2021, nonprofits received over $45 billion in grants from DAFs. Still, untapped wealth remains in DAFs, especially in uncertain economic times when other sources of giving contract. By providing a discoverable and easy-to-use DAF experience, remind and educate your supporters to make grants from DAFs, either for the first time or as a continuation of their giving efforts.

Source: National Philanthropic Trust

Planned giving reports and analytics allow you to manage and grow your program easily.

Software trusted by the smartest minds in planned & major giving

Capturing information from donors that are giving through donor-advised funds has always been a challenge for us. [FreeWill] has made it really simple for us…Now, we are actively tracking a pipeline and I think it’s going to really help us grow this revenue channel year over year.

Trish Ellis
National Director of Major Gifts &
Planned Giving, Susan G. Komen

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

Let’s start a conversation!

If you work for a nonprofit organization and would like to know how FreeWill can work for you, please get in touch with our team by filling out this form.

One of our team members will reach out to you in the next couple of days to learn more about how we can help and also to schedule a time to show you how our products work.

In the meantime, feel free to review some resources our partners have found interesting:

Nonprofit Inquiry Form