Leave a next-level legacy for your organization

Are you ready for the Great Wealth Transfer? Our planned giving software helps organizations of all sizes drive new commitments, and identify and steward high affinity donors.

FreeWill's Planned Giving Suite has everything nonprofits need to scale legacy giving and deepen supporter relationships.

Raise transformational gifts with FreeWill

The Planned Giving Suite includes:

Legacy Gifts with FreeWill
Solicit and accept gift commitments from supporters via wills, trusts, and beneficiary designations.
Provide a comprehensive set of free and legally vetted estate planning tools to meet your supporters’ needs.
FreeWill Featureships
Acquire new legacy donors by placing your mission front and center during the will-making process.

Unlock growth with our modern planned giving software

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

Grow your planned giving program without increasing headcount

Whether you are looking to build your planned giving program from the ground up or maximize your existing efforts, our customizable estate planning software, world-class fundraising strategies and marketing expertise will take your program to new heights.

Create sustainable funding pipelines with old and new donors

Leave your thumbprint on your organization’s future success with gift commitments that will ensure your organization and mission persevere through anything the future has in store.

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

Manage, track, and grow your program strategically

Take the guesswork out of growing your program with increased gift visibility, donor contact information, and campaign analytics.

Learn how the American Heart Association partnered with FreeWill to grow their planned giving program

Reach supporters outside of your mailing lists with a FreeWill Featureship

Generate more gift commitments with a FreeWill Featureship.

National feature

Present your organization to all of our willmakers nationwide as they consider charitable bequests.

Generate more gift commitments with a FreeWill Featureship.

Regional feature

Have a more localized audience? Present your organization solely to willmakers that live in specific states or localities.

Software trusted by the smartest minds in planned & major giving

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.

Cynthia Kazaroff
Development Manager
Center for Inquiry

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

FAQ: Why invest in planned giving?

Why should planned giving be a priority for organizations?

Planned giving offers among the highest ROIs of all types of fundraising, and it’s been shown to result in increased annual giving for many nonprofits, as well.

Big-picture trends also make this an especially smart time to invest in planned giving. The largest wealth transfer in history (roughly $68 trillion) will occur over the next 25 years as the Baby Boomer generation ages.

By cultivating donor relationships and making it easy to create bequests now, organizations can see substantial returns to support their missions for years to come.

How does planned giving software help?

Dedicated, purpose-built tools make prioritizing and managing your planned giving program easier. They allow you to take an organized and streamlined approach, all while improving the donor experience and generating the data you need to improve your strategies continually. Planned giving software from FreeWill can even help you effortlessly source new prospects with our Featureship options.

Learn more about our tools to see the difference that dedicated planned giving software can make for your nonprofit.

How does FreeWill stand out?

Support and software from FreeWill include everything you need to launch or strengthen your planned giving program. We provide outreach strategy, develop custom content, create a welcoming donor experience, and offer options to help you reach new prospects.

Our tools follow a proven model—tapping your nonprofit into an audience of individuals who are already thinking ahead philanthropically and then equipping you with the resources you need to start building relationships.

Learn more with our complete guide to planned giving for nonprofits.

Let’s discuss your nonprofit’s planned giving goals.

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