Defining your planned giving audience

Tips to reach the right audience for your organization — and your bequests

Informed by our work with over 2,200 FreeWill partners, here are some tips to help you identify your strongest planned giving prospects — and grow your email list to boot! 

 

Everyone age 18+ needs a will, and this quick read will help you and your communications team reach new, and perhaps unexpected, prospective bequest donors to add to your distribution/send lists.

 

Download the PDF via the form to make your FreeWill campaigns as strong as possible and effectively grow your planned giving program.

Download the resource

Recommended resources

Looking for more partner resources?

Head back to the Partner Resource Hub to find more resources on outreach, messaging, and industry research.

 

Back to the Partner Resource Hub

Copyright © 2024 FreeWill Co., a Delaware Public Benefit Corporation. All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney’s advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. Use of FreeWill's services is subject to the Terms of Service & Privacy Notice.

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