Planned Giving Suite
A complete planned giving platform to grow your legacy gifts
Most teams don't need a bigger donor base to start seeing planned gifts—they need a simpler way for donors to say yes. FreeWill’s Planned Giving Suite opens the door to planned giving with estate planning tools that are completely free for supporters, real-time notifications when they commit, and a dedicated strategist guiding your campaigns.
The resources and guidance and support that we get from FreeWill allows us to tap into planned giving in a way that we hadn’t previously.
Kathryn Mastandrea, Senior Director of Strategic Giving, Connecticut Foodshare
Since partnering with FreeWill
$1.4M
in primary bequest commitments
How our Planned Giving Suite works
1. Provide free, branded estate planning tools to your supporters
Thank your donors for their support with estate planning tools on your co-branded site. These tools make it simple for supporters to plan their estates and designate your organization as a beneficiary—at absolutely no cost to them.
2. Nudge charitable giving with research-driven prompts
As supporters use the tools to define their legacy, the platform gently prompts them to consider charitable giving, naturally encouraging commitments to your organization.
3. Drive gifts with expert strategy and custom campaigns
Leverage our Strategy and Content team to solicit legacy gifts across your donor base. We provide custom, data-tested marketing campaigns that seamlessly integrate your new tools into your outreach.
4. Track success with real-time data and insights
Get a complete picture of your planned giving program. Monitor campaign performance, receive real-time alerts for new donor commitments, and track bequests made both inside and outside the FreeWill platform.
The Planned Giving Suite includes:
Legacy gift capture
Solicit and accept gift commitments through wills, trusts, beneficiary designations, and gift intent forms.
Estate planning tools
Provide a comprehensive set of legally vetted estate planning tools that are completely free for your supporters to use.
Marketing content & strategy
Kickstart your planned giving program on the platform or take it to the next level with custom content, dedicated strategy, and expert-led training.
Grow your planned giving program without increasing headcount
Whether you're starting planned giving from scratch or scaling your existing program, the FreeWill Planned Giving Suite provides the marketing expertise, dedicated strategy, and donor-facing tools you need to build a thriving program.
Manage, track, and grow your program strategically
Take the guesswork out of program growth. The FreeWill platform gives your staff complete gift visibility, verified donor contact information, and real-time campaign analytics to drive smarter planned giving stewardship. After all, 72% of donors in their 20s and 30s opt to share their intentions, opening the door for decades of stewardship.
Comprehensive and legally vetted estate planning tools for your supporters
Your supporters in all 50 states and DC can access a full suite of legally vetted estate planning tools—completely free for them to use:
Last Will and Testament
Revocable Living Trusts
Beneficiary Designations
Financial Power of Attorney
Advanced Healthcare Directive & HIPAA Authorization
Supplemental Needs Trusts
$13.8B+
raised in commitments to nonprofit organizations and rising
2,400+
nonprofit partners nationwide trust FreeWill
4x
higher likelihood of a planned gift compared to the national average
4.85x
larger average planned gift size compared to the national average
How the American Heart Association worked with FreeWill to grow planned giving
Learn how the American Heart Association generated almost 1,400 new bequests (at an estimated value of over $65 million!) through the FreeWill National Featureship.
Explore more planned giving success stories
.svg)
.svg)
Additional planned giving solutions with FreeWill
Find tailored solutions for your specific mission
Software trusted by the smartest minds in planned & major giving
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
Executive Director, Library Foundation for Sarasota County
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
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
Senior Stewardship Advisor, Knox Area Rescue Mission
Planned giving program FAQ
Why should planned giving be a priority for organizations?
Nonprofits should prioritize planned giving because it offers the highest return on investment (ROI) of any fundraising type and taps into the $124 trillion generational wealth transfer. With total charitable bequests made through FreeWill exceeding $2 billion last year, organizations with planned giving programs can secure transformational legacy gifts to support their mission for decades to come. Plus, focusing on legacy giving and cultivating these donor relationships can increase annual giving.
How does planned giving software help?
The FreeWill platform helps by giving your team the backend infrastructure to track legacy commitments and the frontend tools that make giving effortless. Your staff uses the platform for real-time campaign analytics and prospect management, and your supporters use our legally vetted estate planning tools to comfortably document their legacy.
Are the estate planning tools truly free for our supporters?
Yes, the estate planning tools hosted on your co-branded site are completely free for your donors to use. Nonprofits invest in the FreeWill platform to access our campaign management, reporting, and strategic services, which allows us to provide will-making and trust-building tools to your supporters at zero cost.
Do we need a dedicated planned giving officer to use the suite?
No, you do not need dedicated planned giving staff to see success. The FreeWill platform acts as an extension of your team. With a FreeWill strategist guiding your campaigns, providing custom content, and ready-to-use marketing templates, even a one-person development team can run a highly effective legacy giving program.
What types of planned gifts can we accept through the tools?
The Planned Giving Suite allows your supporters to document several types of gifts, including primary and secondary bequests in a last will and testament, charitable provisions in revocable living trusts, and beneficiary designations for non-probate assets like IRAs, 401(k)s, and life insurance policies.
How does FreeWill stand out from other fundraising platforms?
FreeWill stands out by combining intuitive donor-facing tools with expert-led marketing strategies. Instead of just giving you a database to track gifts, our platform equips you with custom outreach content, a dedicated strategist, and a proven model that helps you acquire, educate, and convert legacy donors. Ultimately, FreeWill's support and software include everything you need to launch or strengthen your planned giving program.
Tap into the largest wealth transfer in history.
Join thousands of nonprofits that use the FreeWill platform to secure legacy gifts and build long-term sustainability.
If you work for a nonprofit and want to learn how FreeWill can support your mission, fill out the form on this page to book a meeting with our team. Once you submit the form, you’ll be directed to a calendar where you can choose a time that works best for you.
See how FreeWill can help