---
title: FreeWill | Named Donor Stewardship Resources
description: FreeWill is proud to provide resources to help Planned Giving Suite partners better steward their named FreeWill donors.
image: https://lp.freewill.com/hubfs/successful-african-american-businessman-stretching-2026-03-24-03-09-34-utc.jpg
---

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# Named Donor Stewardship

#### Tools to help you leverage our newest planned gift stewardship feature

FreeWill developed a wide set of supplemental resources to help you learn about Named Donor Stewardship and determine how this new feature best fits into your broader planned giving stewardship strategy. These resources go beyond the feature itself to support your team's follow-up approach once the automated emails have been sent.

 

Scroll down to review and download these helpful resources!

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##### Named Donor Stewardship explainer video

This 4-minute recording offers an overview of the Named Donor Stewardship feature and how to customize and enable the new automated Thank You email.

→ Watch the short video 

](https://vimeo.com/freewillhq/nds?share=copy&fl=sv&fe=ci)

[

##### Named Donor Stewardship implementation guide

Download the implementation guide to learn what to expect, including how to customize your NDS stewardship blurb and enable your Thank You email.

→ Download the guide 

](https://lp.freewill.com/named-donor-stewardship-implementation)

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##### Named Donor Stewardship Tips + Tricks

Our Tips + Tricks document suggests high-level stewardship strategies you can deploy in the 6-month window after new named legacy donors receive the 2-part email series on your behalf.

→ Download the resource 

](https://lp.freewill.com/named-donor-stewardship-tips)

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##### General Stewardship Guide

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

→ Download the guide 

](https://lp.freewill.com/general-stewardship-guide)

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##### Stewardship recommendations by age group

Planned gift stewardship is relationship continuity, often spanning decades. Age-based segmentation ensures touchpoints, language, and channels match where each donor is in life, always anchored in gratitude and mission impact.

→ Download the resource 

](https://lp.freewill.com/pg-stewardship-by-age)

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##### Survey-driven stewardship guidance

With the introduction of our short Giving Survey (part of Named Donor Stewardship), we created an outreach guide with tailored communication recommendations based on specific donor responses and scenarios.

→ Download the guide 

](https://lp.freewill.com/giving-survey-driven-outreach-guide)

---

 

 

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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](https://www.freewill.com/terms) & [Privacy Notice.](https://www.freewill.com/privacy)

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