Freewill
40 Case Studies
A Freewill Case Study
Trevecca Nazarene University, a private Christian university, sought to increase the number of planned gifts, particularly from its younger and recent graduates who were not being engaged by traditional methods. To innovate its legacy planning and reach this new audience, the university partnered with FreeWill and its free estate planning platform.
Through FreeWill's accessible platform, the university was able to offer a resource that resonated with its younger Christian community. This solution required minimal maintenance and allowed the Trevecca team to secure significant donations. The partnership yielded substantial results for FreeWill's customer, including a $15,000 realized beneficiary designation and over 60 primary bequest commitments within two years, far surpassing their initial goals.
Don Hastings
Engagement Officer Legacy Planning and Senior Adult Engagement, Office of University Engagement