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. Armed with an informative DonorSearch Summary of their wealth and giving potential, you can now develop a plan to cultivate those bequest donors for meaningful annual gifts, as well!

 

If you wish, you can also access full DonorSearch profiles for individuals who match up with DonorSearch by connecting an existing DonorSearch account or activating a free 50-click / one-year trial to explore the service.

 

Excited to learn more? Download our guide to getting started with DonorSearch using the form (to the right, or below). 

 

As always, direct any questions to your FreeWill strategist.

Download the guide

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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