The Automated Anonymous Donor Stewardship feature allows you to share a message of thanks with those who use your FreeWill tool to write an estate plan but do not release their name or contact information to you.
By providing an opportunity for indirect stewardship of anonymous bequest donors, we preserve the donor's anonymity while creating an opportunity to potentially convert – gently – some of your anonymous donors into named donors after they receive your message.
Setting up the feature is quick and easy. Use the form to the right (below, on mobile) to download our Implementation Guide.
Want to learn more? Watch our 5-minute explainer video.
Direct any questions to your FreeWill Strategist!
