See everyone who creates an estate plan through your FreeWill tools — not just those who leave a gift.
Previously, Partner Portal showed you donors who completed an estate plan and included a gift to your organization. With Estate Plan Only Users, you can also see supporters who completed a will or trust through your FreeWill page and agreed to share their information, but haven’t included a planned gift to you (yet).
This gives you a fuller picture of how your community is using your FreeWill tools. It also opens up new opportunities to build relationships with supporters who have already taken an important step in planning for the future.
How it works:
- When donors start their estate plan on your FreeWill page, they can choose whether to share their information with your organization. If they opt in and complete their will or trust without including a gift to you, they’ll appear in the new Estate Plan Only tab in the Contacts section of Portal.
- For each user, you’ll see their name, email, phone number, address, gender, date of birth, plan type (will or trust), and FreeWill ID.
- If a user later adds a gift to your organization, they’ll move to your Legacy Commitments. If they remove a gift, they’ll move back to the Estate Plan Only tab.
A few things to know:
- Only users who completed their plan and chose to share their information are included. Anonymous users and users with plans still in draft are not included.
- Data is available for eligible Estate Plan Only users, starting in summer 2025, when the information sharing option was added.
- Users who submitted a Gift Intent Form are not included in this tab.
Who this is for:
This feature is available to all Planned Giving Suite partners, at no additional cost. Interested in adding the Planned Giving Suite to your FreeWill partnership? Click here to schedule time with your Account Manager.
Your next steps and resources:
- Watch the short video above for a tour of the new tab.
- Go to Contacts > Estate Plan Only in Portal to see who’s there.
- Download the Estate Plan Only Users Resource Guide for stewardship best practices, a conversation guide, and outreach samples.
Need more support?
- Read this Help Center article for more information.
- Reach out to your strategist with questions about stewarding estate plan only users.