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  • 1.  FreeWill Bequest

    Posted 06-19-2019 11:33 AM
    Hi, Mary, Please contact Mary-Helen McCulloch (I have bcc her on this and her contact info is below). Mary-Helen helped us research and start a relationship with Free Will this past year. We are early in our relationship with them, and I have not heard of that happening. However, it is possible from what I know about their online template. Someone with a relationship at another institution who has/uses Free Will could conceivably fill out the form for one institution and include mention of another in it. In turn, I can imagine that would lead them to contact the other institution. *Mary-Helen McCulloch, Esq.* Director of Planned Giving The Haverford School mmcculloch@haverford.org D: 484-417-2774 C: 610-405-5139 *A Smarter Way to Give: A Gift in Your Will <https://www.freewill.com/haverford>* Good luck! Jeff Jeff Day P'20 Director of Development The Haverford School jday@haverford.org 484-571-7052 (mobile) www.haverford.org Support the Fords! <https://www.haverford.org/support-haverford/give-now> On Wed, Jun 19, 2019 at 12:11 PM Mary L. Oliver <oliverm@wittenberg.edu> wrote: > Good Afternoon, > > > > We have been contacted by someone from FreeWill.com saying that they have > received a $7,000 bequest for us and wanting me to call them to “learn more > about FreeWill and how we received the committed bequest for your school.” > > > > Has anyone else dealt with them before? The web site looks legitimate, > with many school and non-profit logos, but I’m still a bit suspicious that > this is more of a sales ploy than a gift transaction. > > > > Thanks, > > > > Mary > > > > Mary Oliver > > Director of Advancement Services > > University Advancement > > Wittenberg University | PO Box 720 | Springfield, OH 45501 > > Tel: 937.327.7421 | Fax: 937.327.7444 | Email: *oliverm@wittenberg.edu > <oliverm@wittenberg.edu>* > > > > [image: cid:image003.png@01D0F170.23795610] > > > > Please visit us on the web at www.wittenberg.edu > > > > *P **Please consider the environment before printing this e-mail* > *. **CONFIDENTIALITY: This e-mail (including any attachments) may > contain confidential, proprietary and privileged information, and > unauthorized disclosure or use is prohibited. If you receive this e-mail > in error, please notify the sender and delete this e-mail from your system.* > > >


  • 2.  FreeWill Bequest

    Posted 06-19-2019 03:11 PM
    Good Afternoon, We have been contacted by someone from FreeWill.com saying that they have received a $7,000 bequest for us and wanting me to call them to "learn more about FreeWill and how we received the committed bequest for your school." Has anyone else dealt with them before? The web site looks legitimate, with many school and non-profit logos, but I'm still a bit suspicious that this is more of a sales ploy than a gift transaction. Thanks, Mary Mary Oliver Director of Advancement Services University Advancement Wittenberg University | PO Box 720 | Springfield, OH 45501 Tel: 937.327.7421 | Fax: 937.327.7444 | Email: oliverm@wittenberg.edu<mailto:oliverm@wittenberg.edu> [cid:image003.png@01D0F170.23795610] Please visit us on the web at www.wittenberg.edu<http://www.wittenberg.edu/> P Please consider the environment before printing this e-mail. CONFIDENTIALITY: This e-mail (including any attachments) may contain confidential, proprietary and privileged information, and unauthorized disclosure or use is prohibited. If you receive this e-mail in error, please notify the sender and delete this e-mail from your system.