Steward your FreeWill donors

What is donor stewardship?

Your relationships with donors need attention and care in order to thrive and endure. It's essential you thank and recognize donors for their ongoing support.

How to make a stewardship plan

With many potential touchpoints to engage your donors and keep your mission on their minds, it helps to have a plan. 

How to start a legacy society

A legacy society can be a powerful tool for improving planned gift donor recognition and stewardship. It can also be leveraged in your planned giving marketing.

How to steward your FreeWill legacy donors

Supercharge your planned gift donor stewardship with insights about your FreeWill legacy donors that can (and should!) inform your followup.

How to steward your estate plan only users

It's wise to engage every supporter who uses your FreeWill estate planning tool — including those who haven’t left a gift (yet). Read on for info on Estate Plan Only Users and our recommendations to build relationships with this important group.

Understanding anonymous & non-responsive donors

What to do when a legacy donor passes away

When a legacy donor passes away, steps should be taken to express condolences and facilitate ongoing communication with the executor and the family while the estate is in probate. This article guides you through the process.

Find changes to your gifts in Portal

It's normal for an estate plan to change over time, as one's situation evolves. To assist with your record-keeping, FreeWill spotlights changes to legacy gifts in your Partner Portal.

Boost legacy donor response rates

FreeWill helps you build a planned giving pipeline and secure new gift commitments. Explore these tips for connecting efficiently and effectively with new legacy donors.

Make the most of small bequests

A new gift commitment doesn't have to be huge now to make a big difference down the road. Smaller bequest gifts are worth celebrating!

A guide to contingent bequests

We've assembled everything you need to know about contingent bequests and their potential impact on your nonprofit.