Named Donor Stewardship Implementation Guide

What to expect and how to get started

The Named Donor Stewardship feature gives you a scalable, FreeWill-managed entry point to help acknowledge and engage new bequest donors without adding to your workload. 

 

After making a bequest commitment to your organization, FreeWill donors who have shared their contact info with you will receive two targeted email messages on your behalf: a Giving Survey, and a Thank You Email.

 

To learn more about this feature, including what to expect and how to customize and enable your Thank You email, download our Implementation Guide.

 

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