Our April partner newsletter features a reminder to participate in our Spring Bequest campaign, new product enhancements, and more!

🌸 Reminder: Spring Bequest Campaign

Spring is a season of planting seeds for the future. What better time to invite your donors to leave a lasting legacy through a gift in their will? If you have not already, here’s a reminder to request your Spring Bequest Campaign content from your Strategist.

If you missed our live campaign info session, watch this recording to learn about why Spring is an effective time to remind donors of their planned giving opportunities.

Don't forget to:

Request outreach! The deadline to request your customized campaign content is May 8th, but the earlier, the better!
Review the Marketing Library: Find everything you need — from sample emails to graphics, postcards, and more — in our Marketing Library.

🧰 Product Corner

Will Flow Customization Improvements for Faith-based Partners

We've made meaningful improvements that give you greater control over how supporters experience the estate planning journey. You can now incorporate specific guidance and hyperlinks within Funeral Wishes, offer personalized direction around Children & Guardianship to help donors reflect on shared values, and enable a Personal Statement feature that allows supporters to express their spiritual motivations directly within their will.

William Enhancement: Resume Conversations & New Prompts

When you start a conversation in the new version of William, it now appears in the Conversations tab and can be resumed later for further edits, making it easy to pick up right where you left off. We're also continuing to update and add prompts, including the updated *Email Evaluator* to help you optimize donor emails against our data-backed best practices.

Update to Gift Intent Forms

We've updated the language on our gift intent forms to introduce a warmer, more appreciative tone and more inclusive wording that reflects all types of giving beyond wills and trusts.

New FreeWill Product Idea - FreeWill-Managed Campaigns

We want to take more work off your plate when it comes to sending fundraising campaigns — but first, we need to hear from you. Take our 3-minute survey to share how your team communicates with donors and what's getting in the way. Your response will directly shape how FreeWill builds and delivers future campaigns on your behalf. Take the survey here.

We'd love to hear from you by Friday, April 24th.

AFP ICON San Diego

Attending AFP ICON in San Diego? FreeWill is hosting a special networking event on Monday, April 27th from 5:30pm - 8:30pm at Hudson & Nash and we’d love to see you there! RSVP to save your spot. All are welcome!

Upcoming Events

Be a Partner Portal power user!

Thu, April 30 at 1:00pm ET

Who should attend: All portal users

Join us for our quarterly Portal "deep dive," where we'll spotlight top tips for getting the most value from Portal's data and insights. Check out newly released features you may have missed and hear about exciting updates that are coming soon.

→ Save your spot

Summer Smart Giving Campaign Info Session

Thu, April 30 at 2:30pm ET

Who should attend: Partners with the Smart Giving Suite

How did your 2025 bequest campaigns perform? What did we learn? How did those learnings inform our 2026 outreach strategies? These questions and more will be answered in our annual Bequest Campaign Retrospective. Planned Giving Suite partners are encouraged to attend – but all FreeWill partners are welcome to join to learn how proactive planned giving campaigns move the needle for nonprofits.

→ Save your spot

Make-A-Will Month Campaign Info Session

Thu, May 14 at 1:00pm ET

Who should attend: Partners with the Planned Giving Suite

Our biggest campaign is back! August is National Make-A-Will Month (MAWM), an essential element of FreeWill's planned giving strategy. All Planned Giving Suite partners are encouraged to connect with donors this August on the importance of having a will in place and how easy it is to include a favorite charity in their plan.

→ Save your spot

⏰ Want monthly nonprofit news delivered to your inbox?

Over the past few months, our FreeMinute video series has featured co-CEO Patrick Schmitt detailing the need-to-know updates affecting the nonprofit sector.

If you want to receive these updates every month, subscribe here! It’s one more way to stay informed about the top action items in a rapidly changing fundraising landscape.

LOOKING FOR ADDITIONAL RESOURCES?

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Copyright © 2026 FreeWill Co., a Delaware Public Benefit Corporation. All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney’s advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. Use of FreeWill's services is subject to the Terms of Service & Privacy Notice.

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Concord, CA 94520

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