Freewill
40 Case Studies
Case Study: Rocky Mountain Equality boosts legacy giving and estate planning with FreeWill
A Freewill Case Study
How Rocky Mountain Equality boosts legacy giving and offers security to supporters with FreeWill
Rocky Mountain Equality, an LGBTQ+ advocacy organization, needed to unlock the potential of planned giving to secure its future. The complexities of estate planning within their community and a lack of data on legacy gifts presented a significant challenge. They turned to FreeWill for assistance in launching and managing this crucial program.
Using the FreeWill platform, Rocky Mountain Equality integrated digital tools with in-person events, including a session tailored for the LGBTQ+ community. FreeWill provided custom messaging that resonated with their donors' unique sensitivities. This solution generated 19 bequest commitments and helped 74 people create estate plans within a year, securing over $49,000 in confirmed future gifts.
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Rocky Mountain Equality
Kyl Caragol
Director of Development