General Stewardship Guide

FreeWill's best practices and stewardship samples, consolidated

To support you as you optimize your planned gift stewardship workflows, we created a General Stewardship Guide that centralizes some of our best practices and stewardship examples shared elsewhere in the Partner Resource Hub.

 

Having this information in one guide should help you think holistically about how you connect with and engage your planned giving donors.

 

→ Use the form to the right (below, on mobile) to download the PDF.

Download the guide

Looking for more stewardship resources?

Visit to the Stewardship Hub to find more resources on best practices, messaging, and making your stewardship plan.

 

Back to Stewardship Resources

Copyright © 2026 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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