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By participating in a winter planned giving campaign, your organization can tap into the “fresh start” energy of the new year. It’s a pivotal moment to encourage donors to take that long-considered step of creating their estate plans and legacies.
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Coordinate with your Comms team: The end of the year can be busy, so make sure to schedule out your winter bequest outreach. The campaign will run during January and February of 2026!
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Request outreach! The deadline to request your customized campaign content is February 5th, but the earlier, the better!
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Review the Marketing Library: Find everything you need — from sample emails to graphics, postcards, and more — in our Marketing Library.
Now Live: Updated Account Page Experience
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We’ve released improvements to the FreeWill Account Page to create a clearer and more supportive experience for returning users. As life changes, estate plans should evolve too. With this update, returning donors now see clarified next steps based on where they left off, whether they need to update or finalize an existing will, or begin a new document.
We’ve also added a “My nonprofits” section to the Account Page to clearly highlight and celebrate the organizations your donors have chosen to support. A planned gift is meaningful and this space now serves as a moment of recognition and celebration of your donors’ generosity. Check out this video to learn more.
New Release: Recurring DAF Grants
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With this new Recurring DAF Grants release, donors can now set up monthly recurring DAF grants just by checking a box in the gift flow making sustained giving simple and seamless. You’ll see those gifts clearly tagged as “recurring grant” in your partner portal so you can engage and steward those donors intentionally over time.
New Release: Smart Gifts Dashboard
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Organizations can now manage crypto and all smart gifts in one consolidated dashboard for simpler oversight and reporting in the Partner Portal. This new consolidated view allows you to see every smart gift type + status in one place with the ability to filter by tool. Reported DAFs and QCD acknowledgement requests now live together on a single tab, separate from gifts moving through the FreeWill workflows, making tracking, managing, and reporting easier and more efficient.
Now Live: AI Assistant in the Partner Help Center
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The Partner Help Center in your portal now includes an AI assistant to help you get answers faster. Partners can ask questions directly in the Help Center and receive immediate, accurate responses based on our official documentation, making it easier to find what you need, when you need it.
Chariot’s DAF Day 2025 Survey
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DAF Day 2025: We want to hear from you!
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Did your organization participate in DAF Day on October 9th? If so, FreeWill encourages you to share your successes, reflections, and suggestions for next year with Chariot – founders of DAF Day – in their DAF Day 2025 Survey. As this giving occasion gains momentum and popularity, we’re eager to glean insights from the survey that can inform future DAF Day strategies.
If FreeWill’s DAF Day resources facilitated your participation, please mention that in the survey.
And remember, it’s not too late to leverage DAF grants for a successful year-end!
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CAMPAIGN INFO SESSION: WINTER BEQUESTS
Thur, November 13th at 1:00 PM ET
It's difficult for fundraisers to see past calendar year-end, but the new year will be here before you know it – and now is the time to plan your first bequest campaign of 2026. Planned Giving Suite partners: Please join us to learn our winter outreach strategy so your team can start the new year with a bang! 🎉
→ Save your spot
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FREEWILL OFFICE CLOSURE: THURSDAY, NOVEMBER 27th & FRIDAY, NOVEMBER 28th 2025
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The FreeWill office will be closed on both Thursday, November 27th, for Thanksgiving Day, as well as on Friday, November 28th. Urgent questions during these days can be directed to partnersupport@freewill.com, and we will respond as quickly as possible.
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LOOKING FOR ADDITIONAL RESOURCES?
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