Case Study: Elon University achieves $1.3M+ in legacy gift commitments with FreeWill's Planned Giving Suite

Elon University’s success with FreeWill’s Planned Giving Suite

Elon University, known for its innovative alumni engagement, identified a significant opportunity to engage its younger alumni demographic in planned giving. The challenge was to break the common mindset that estate planning is only for later in life and to make the process accessible to a younger audience. To address this, the university partnered with FreeWill and implemented its Planned Giving Suite.

By utilizing FreeWill's intuitive platform, Elon University made estate planning less daunting and successfully engaged a younger group of constituents. The solution was integrated into their annual outreach and fundraising strategies, facilitating immediate results. Through this partnership with FreeWill, the university secured over $1.3 million in total legacy gift commitments from 18 donors, including 17 bequests, shortly after launching.

Elon University

Leanna Giles

Associate Director of Planned Giving