Case Study: Center for Action and Contemplation raises $300K+ in bequest commitments with FreeWill

How the Center for Action and Contemplation raised $300K+ in bequest commitments and $120K+ in stocks and QCDs

The Center for Action and Contemplation (CAC) sought a solution to honor and appreciate legacy donors during their lifetimes following a few unexpected planned gifts. The nonprofit partnered with FreeWill and its Planned Giving Suite to achieve this goal, while also wanting to provide its community with free, high-quality end-of-life planning resources.

FreeWill implemented its Planned Giving Suite and Smart Giving Suite, offering comprehensive estate planning tools and a streamlined way to donate non-cash assets like stocks. Working with a FreeWill Strategist to adapt proven outreach strategies to their unique "cheerfully given" philosophy, CAC successfully amplified its giving approach. This partnership yielded over $308,000 in bequest commitments, $89,000 in stock gifts, and $36,000 in Qualified Charitable Distributions for the organization.

Center for Action and Contemplation (CAC)