Freewill
40 Case Studies
A Freewill Case Study
Second Harvest of Silicon Valley, a food bank, had a strong donor base but sought to better leverage support from its older donors, particularly for complex gifts like Qualified Charitable Distributions (QCDs) from IRAs. They partnered with the vendor FreeWill to simplify this process and grow their legacy giving program.
Using FreeWill's online tools, Second Harvest provided a clear and professional resource for donors to navigate QCD paperwork. The solution also included an estate planning platform to facilitate will creation and bequests. This strategy yielded significant results for FreeWill's client: they secured over $5.3 million in legacy commitments and raised an additional $167,000 from more than 60 real-time QCD donors.
Cecilia Bynum
Planned Giving Officer