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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.
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1.
Before we get started, please provide your email address:
(Required.)
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2.
What is your organization's name?
(Required.)
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3.
What do you consider a clear indication that a FreeWill bequest donor genuinely plans to leave a gift for you in their will?
(Required.)
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)
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4.
Does your organization have a gift agreement that donors sign to verify their bequest intention?
(Required.)
No
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)
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5.
If FreeWill instituted a templated gift agreement, would it be useful or not useful to your organization?
(Required.)
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)