My Free Wills Portal
The My Free Wills Portal is a central tool within the National Free Wills Network, designed to give charities full visibility, control, and efficiency in managing their legacy programme.
A single workspace for legacy visibility, reporting, and stewardship.
The My Free Wills Portal gives charities a clear, real-time view of supporter activity, referral progress, and programme performance. It helps teams manage legacy work more efficiently, identify stewardship opportunities earlier, and make better decisions with timely reporting and insight.
- Track referrals, completions, and supporter engagement in one place.
- Download reports, compare performance, and refine future campaigns.
- Support stronger stewardship, benchmarking, and long-term legacy planning.
Portal dashboard
Live overview
- Real-time Supporter progress
- Any time Report access
- UK-based Data hosting
- Flexible Referral volumes
Everything your team needs to manage, understand, and grow legacy activity.
A structured workspace that reduces manual effort while creating more opportunities for informed stewardship.
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Complete Visibility of Supporter Activity
Track every supporter from referral to completion, monitor engagement and conversion, and identify people who may need follow-up for effective long-term stewardship.
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Easy and Flexible Referral Management
Upload details directly, offer online self-referral, or embed referral forms on your website and into existing supporter campaigns.
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Detailed Reporting and Insight
Use monthly reports, on-demand downloads, demographic and behaviour insight, and cause-area comparisons to improve campaigns and maximise ROI.
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Strong Data Security and Compliance
Protect supporter data with multi-factor authentication, 256-bit SSL encryption, UK-based hosting, and high standards of compliance.
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24/7 Access and Operational Efficiency
Manage referrals when convenient, access reports instantly, and reduce administration so your team can focus on impact.
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Enhanced Stewardship Opportunities
Identify legacy pledgers early, thank and engage supporters during their lifetime, and build a stronger sustainable legacy pipeline.
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Performance Monitoring and Benchmarking
Analyse organisational results, compare similar cause areas, spot trends and growth opportunities, and support strategic planning.
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Scalable and Adaptable to Your Needs
Control referral volumes, receive alerts, and scale or pause activity so the programme always aligns with internal capacity.
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Communication Assistance
Filter charities’ past legacy communications by cause area, adapt nearly complete materials, and follow the Legacy Handbook guidance.
Day-to-day operations
Refer. Monitor. Report. Respond.
Move from referral intake to meaningful action without switching between disconnected spreadsheets and systems.
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Upload or self-refer
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Track Will-writing progress
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Download and compare reports
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Follow up and steward
Security and control
Built for sensitive data and changing capacity.
- Multi-factor authentication
- 256-bit SSL encryption
- UK-based data hosting
- Controlled volumes and notification alerts
- Scale up or pause activity as needed
Reporting and insight
Make performance visible.
Download monthly results at any time, understand demographics and behaviour, compare cause areas, and identify trends that sharpen targeting and strategic planning.
Communication assistance
Turn insight into communication.
Browse a cause-area library of past charity communications, adapt nearly complete campaign materials, and use the Legacy Handbook to get started.
