---
title: "Partner Resource | \"Smartest way to give\" Donor Flow Chart"
description: FreeWill created this resource to hep you strategize the right smart giving ask for your donor, based on their motivations for giving.
image: https://lp.freewill.com/hubfs/Unsplash%20images/thisisengineering-TXxiFuQLBKQ-unsplash.jpg
---

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# *Smartest way to give*

# Donor Flow Chart

##### Helps donors understand their options

Many donors remain unaware of the creative, tax-smart ways they can support your mission. Educating them on their options and the benefits of different asset gifts is a critical part of the modern fundraiser's work.

 

We created this helpful flow chart to support you and your team as you strategize the best smart gift "ask" for each donor, depending on their motivation for giving.

 

Use the form on the right (below, on mobile) to access the PDF resource. Have questions? Reach out to your FreeWill strategist any time!

### Download the resource

---

## Recommended resources

[

##### What is FreeWill?

This quick fact-sheet on our flagship bequest tool will help you introduce FreeWill to your coworkers and supporters.

→ How it works 

](https://lp.freewill.com/what-is-freewill-partners)

[

##### Planned Giving 101

New to planned giving? We can't make you an expert in the next four minutes, but these facts will get you halfway there in no time at all.

→ Get the facts 

](https://lp.freewill.com/planned-giving-fact-sheet)

##### Best practices: Stewardship

A planned gift is only the beginning of your relationship with your donors. Here's your first stop for tips on planned giving donor stewardship.

→ Read resource

## 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](https://no-cache.hubspot.com/cta/default/7139016/cc9f3027-2f49-48ae-9422-489a4511cb53.png)](https://cta-redirect.hubspot.com/cta/redirect/7139016/cc9f3027-2f49-48ae-9422-489a4511cb53)

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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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