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Stewardship templates for legacy donors

Connect with new legacy donors to confirm their intentions & build relationships

FreeWill donors represent a unique segment of your stewardship plan. Some legacy donors may be new to your organization, while others may be long-time supporters. All of them used an online estate planning tool to create their plan.
 
We've designed this resource to help you reach out to your FreeWill donors effectively and efficiently using our best practices for stewardship.
 

Download the customizable templates to get started:

  • Email templates with recommended calls-to-action
  • Text templates to boost donor response rates
  • Call scripts to personally thank your FreeWill donors

Download the templates

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 © 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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