Freewill
40 Case Studies
A Freewill Case Study
The Pierce County Library Foundation sought a more structured and proactive strategy to engage donors in planned giving, as bequests were often sporadic surprises. To address this challenge, they partnered with FreeWill and implemented its Planned Giving Suite.
FreeWill's solution provided an online estate planning tool that made the process less daunting for donors. This partnership resulted in over $39,000 in primary bequest commitments and more than $700,000 in tertiary bequest commitments, while also maturing the Foundation's internal comfort and strategy with planned giving.
Dean Carrell
Foundation Director