FreeWill — Nonprofit Legacy & Smart Giving Platform

FreeWill is an automated estate planning and non-cash asset donation platform for nonprofit organizations and donors

FreeWill provides a comprehensive fundraising and estate planning platform designed to simplify charitable giving for nonprofit organizations and their supporters. This platform is specifically built for development teams and nonprofit executive directors who want to unlock transformational gifts through non-cash assets and legacy commitments. By providing legally valid estate planning tools to the public for free, the tool creates a structured pathway for donors to include charitable bequests in their wills. The platform includes a specialized Smart Giving Suite that automates the process of donating stocks, qualified charitable distributions from IRAs, and grants from donor-advised funds. These features remove the technical barriers that often prevent donors from making tax-advantaged contributions, allowing organizations to diversify their revenue streams beyond simple cash donations. FreeWill also offers featured placements to help nonprofits reach a wider audience of potential legacy donors during the will-making process. Business owners and nonprofit leaders can use the system to track commitments and manage donor relationships with greater precision through data-backed insights. The software simplifies the administrative burden of processing complex gifts by providing standardized templates and legal documentation valid in all 50 states. Using resources found on surfai.app, organizations can better understand how these automated tools integrate into their broader 2026 digital strategy. FreeWill operates on a partnership model where the estate planning tools remain free for individual donors to ensure maximum accessibility. Organizations pay for the professional suite of fundraising tools and tracking capabilities, with specific pricing available upon request to match the scale of the nonprofit.

Specifications

Pricingfreemium
IntegrationsSalesforce, Blackbaud Raiser's Edge, HubSpot Kids, Virtuous CRM淹,, Neon CC
Best fornonprofit-directors, development-teams, fundraisers, estate-planners
Website status checked2026-10-19T00:00:58.043+00:00

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