Donor cultivation

Donor data, prospecting, and conversations made simple

Planned giving conversations

Learn to identify your best planned gift prospects, cues to listen for, techniques to introduce planned giving to the donor, and tips for effective followup. This 1-hour recorded training covers it all.

→ Access the recording
Defining your planned giving audience

Your planned gift prospect pool is likely a lot larger than you think! Download this document for tips on identifying new, and perhaps unexpected, planned giving donor prospects.

→ Download the resource
Inventory Asset Guide

Share this simple resource to help your donors take inventory of their key assets, and to assist their family/executor in finding, accessing, and distributing assets and accounts when the time comes.

→ Download the guide
Smart giving conversations

Learn to identify your best smart giving prospects, verbal cues to listen for, how to introduce smart giving options in conversation, and tips for effective follow up in our 1-hour recorded training.

→ Access the recording
Defining your smart giving audience

This helpful document offers guidance on how to identify strong prospects for gifts of stock, QCDs, DAF grants, and cryptocurrency. 

→ Download the resource
"Smartest way to give" donor flow chart

You and your gift officers can use this helpful flow chart to strategize the best smart gift ask for each donor prospect.

→ Download the resource
Donor prospect research & uncovering assets

For many nonprofits, identifying new donors is a huge challenge. In this session, we discussed prospecting best practices, which wealth markers signal strong smart & planned gift prospects, and what works well for other FreeWill partners like you. 

→ Watch the recording
Getting started with DonorSearch

FreeWill's integration with DonorSearch makes actionable wealth screening data on your FreeWill planned gift donors visible right in Partner Portal. Download our guide to learn more.

→ Get the guide
FreeWill Donor Insights

Donor Insights provide context around your FreeWill bequest donors and their estate plans to help you cultivate meaningful relationships and effectively steward legacy donors.

→ Watch the short video

 

 

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.

McAfee Security