FreeWill
Fundraising software
Nonprofit software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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- Public sector and nonprofit organizations
- Education and training
- Healthcare and life sciences
What is FreeWill
FreeWill is a planned giving and donor engagement platform that helps nonprofits offer online estate planning tools and capture bequest intentions. It is used by fundraising and development teams to promote legacy giving through embedded website widgets, email campaigns, and donor journeys. The product centers on will-making and other planned giving instruments, with integrations to common nonprofit CRMs for syncing donor and intent data.
Purpose-built for planned giving
FreeWill focuses on legacy giving workflows such as bequest intention capture, beneficiary designations, and related donor follow-up. This specialization can complement broader nonprofit CRMs that emphasize donations, memberships, and general constituent management. For organizations building a planned giving pipeline, the product provides a dedicated set of tools rather than generic fundraising forms.
Embeddable donor-facing experiences
FreeWill provides web-based experiences that nonprofits can embed or link from their sites to let supporters create estate plans and indicate charitable intent. This reduces reliance on offline paperwork and manual intake for basic planned giving interest. The approach supports digital acquisition and stewardship for donors who prefer self-service.
CRM and marketing integrations
FreeWill supports integrations with common nonprofit CRMs and related tools to pass donor details and planned giving intent into existing systems. This helps development teams keep planned giving prospects within their standard stewardship and reporting processes. Integration reduces duplicate data entry compared with running planned giving as a separate spreadsheet-based program.
Narrow scope beyond legacy giving
FreeWill is not a full nonprofit management suite and does not replace core CRM functions such as memberships, events, program management, or complex gift processing. Organizations typically still need a separate system for constituent records, donation processing, and broader fundraising operations. Teams seeking an all-in-one platform may find the product too specialized.
Integration depth varies by stack
While integrations exist, the fields and workflows available depend on the connected CRM and the organization’s data model. Some teams may need configuration work to align intent stages, stewardship tasks, and reporting with internal processes. Advanced automation may require additional tools or services outside the product.
Planned giving outcomes take time
Legacy giving programs often have long cultivation cycles, so measurable revenue impact may not be immediate even with strong adoption. The product can capture intent signals, but nonprofits still need internal stewardship processes to convert interest into documented commitments. Organizations without planned giving staffing may underutilize the platform.
Plan & Pricing
| Plan / Offering | Price | Key features & notes |
|---|---|---|
| Individual: Last Will & Testament, Advance Healthcare Directive, Financial Power of Attorney (FreeWill consumer tools) | $0 — Free | Guided online will-maker and related estate documents; bank-grade security; unlimited free updates; no credit card required. See FreeWill product pages and FAQs. |
| Willy (AI writing companion) | $0 — Free | Free AI-powered nonprofit content/writing tool (Willy). Free for general use; partners may have access to an enhanced tool (William) via Partner Portal. |
| Planned Giving Suite (for nonprofits) | Custom pricing — Contact sales / Book a meeting | Planned Giving Suite includes legacy gifts tools, branded estate planning tools for supporters, marketing content & strategy, donor-data and analytics. No public pricing on product page; requires submitting inquiry/book-a-demo. |
| Smart Giving Suite (for nonprofits) | Custom pricing — Contact sales / Book a meeting | Smart Giving Suite covers non-cash assets (stocks, DAFs, crypto, QCDs) and donor-directed giving flows. Pricing not listed publicly; request a demo/contact sales. |
| Grant Assistant (AI grant-writing for nonprofits) | Custom pricing — Contact sales / Book a meeting | AI-powered grant discovery & proposal drafting; pages instruct nonprofits to request a demo/book a meeting. Acquisition/press pages also describe product but do not list pricing. |
| Featureships, Planned Giving Microsites, Strategy & Services | Custom pricing — Contact sales | Additional nonprofit solutions (Featureships, microsites, content & strategy) described on site; pricing not published — inquire via demo form. |
Seller details
FreeWill Co.
New York, NY, USA
2017
Private
https://www.freewill.com/
https://x.com/FreeWillCo
https://www.linkedin.com/company/freewill/
