How Greenhill Humane Society raised over $4.8M
in legacy gifts with FreeWill

October 27, 2023
2
min read
How Greenhill Humane Society raised over $4.8M
in legacy gifts with FreeWill

The Opportunity

Greenhill Humane Society, a life-saving animal shelter, has served the Eugene-Springfield region since 1944. As the sole animal shelter in their area, Greenhill plays a vital role in its community with a primary focus on preserving positive relationships between animals and people.

Their small but mighty team experienced several planned giving hurdles. While they gratefully received several bequests each year, most arrived unexpectedly. On the rare occasion they were notified of a donor’s intention to leave a legacy gift, they found themselves without a way to assist donors lacking an estate attorney.

As explained by Executive Director Cary Lieberman: “We’ve sometimes been the beneficiaries of invalid wills. Knowing exactly what people’s intentions were and being unable to help fulfill them has been tremendously heartbreaking.

”Greenhill knew there was a need for a tool to facilitate the process for donors and make planned giving more accessible to the animal lovers eager to support them.

{{quote_girard}}

The Solution

Greenhill partnered with FreeWill on the Planned Giving Suite to offer supporters a free will-creation tool. The platform allowed them to simplify the estate planning process for donors, ensuring donors can properly fulfill 
their wishes.

Central to this partnership is FreeWill’s Partner Portal, a comprehensive dashboard where Greenhill can easily view and track their planned gift commitments to streamline 
their follow-up and foster stronger relationships with
legacy donors.

As part of its mission as a community shelter, Greenhill offers the “Securing Your Pet’s Future” program, where community members can make arrangements for the shelter to care for their animals in case of their absence. Though not a requirement, most individuals who participate in this program have gone on to include Greenhill as a beneficiary of their estate because the tool serves as a bridge, allowing staff to inquire whether program participants have legal representation or existing arrangements in place.

With the data provided by FreeWill, bequests are no longer surprises. Knowing estimated bequest amounts and donor data allows Greenhill to prepare for big organizational changes.

“Bequests have allowed us to finish capital campaigns to make huge investments in the organization, and they’ve allowed us to become the organization we are. We may not know exactly when they’ll come in, but we know they will,” says Lieberman.

Through the adoption of FreeWill’s user-friendly platform, Greenhill has raised over $4.8M in bequest commitments and secured a more sustainable financial future, ensuring their mission to nurture human-animal bonds for generations to come.

{{quote_lieberman}}

Results

$4.8M+

in primary bequest commitments

66

new legacy commitments

NNN

Lorem ipsum dolor sit amet Lorem ipsum dolor sit

One thing I appreciate about interacting with [FreeWill's] Partner Portal is the information it provides. It gives me a reason and a way to connect with people that I might not have otherwise.

Monica Girard
Monica Girard
Donor Engagement Manager

We now have a tool that our donors have been asking for and we’re able to guide them in the right direction without breaking that ethical line.

Cary Lieberman
Cary Lieberman
Executive Director

Related stories

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