FreeWill Partner Survey: Donor Intent & Opt-in

As we continue to improve not just the experience of our partners, but that of your donors, we’d also love to hear your thoughts on gifts from anonymous donors and how valuable they are to your organization.

Question Title

* 1. Before we get started, please provide your email address:

Question Title

* 2. What is your organization's name?

Question Title

* 3. What do you consider a clear indication that a FreeWill bequest donor genuinely plans to leave a gift for you in their will?

FreeWill lets us know that the bequest has been completed

FreeWill lets us know that the bequest has been completed and the donor is above a certain age

We receive a positive response from the donor when we reach out

We receive a cash donation from this donor

We learn that the will has been officially finalized

The donor signs a gift agreement

Other (please specify)

Question Title

* 4. Does your organization have a gift agreement that donors sign to verify their bequest intention?

Yes, but it is optional

Yes, but it is only required for gifts that meet certain criteria

Yes, this is required to count the gift

Other (please specify)

Question Title

* 5. If FreeWill instituted a templated gift agreement, would it be useful or not useful to your organization?

Yes, we would likely replace our existing gift agreement

Yes, but we would also require the donor fill out our gift agreement

No, we would require our own gift agreement and would not find one from FreeWill useful

No, we do not require a gift agreement and would not find one useful

It depends / Unsure (please specify)