To help donors find causes that resonate with them, we’ve added three new categories to the National Featureship: Faith, Arts & Culture, and Youth. Contact your Account Manager or Strategist if you are interested in changing categories or becoming a featured partner on the FreeWill public site.

Our Gift Intent Forms got a user experience upgrade. We've made it easier for donors who didn't create their will on FreeWill to let you know about a bequest commitment. You can also use this form as a way of asking your FreeWill donors to confirm their gift intent with you. Visit the home page of your Partner Portal to check out the link to your Gift Intent Form!

This spring, we will launch a new version of Willy, our AI tool, available exclusively for partners in Portal. Our enhancements will make your content even better and drive efficiency for you and your team.

Soon, you’ll be able to take more control over the customizations you want to make to your FreeWill tools. From logos to landing pages, you’ll be able to make real-time updates to your tools, through simple, user-friendly workflows directly in Portal.

This year, our Product team will be focused on continuing to enrich your donor data, personalizing content, expanding our marketing offerings, and supporting your stewardship efforts.

Diversify your fundraising strategy with the Smart Giving Suite

With the launch of FreeWill’s Smart Giving Suite, we helped you give your donors even more tax-smart ways to make an impact: Donor-Advised Funds, Stocks & Securities, Qualified Charitable Distributions, and Cryptocurrency. Reach out to your Account Manager to learn more!

Give your donors nationwide the option of a Revocable Living Trust

Some of your donors (often those with higher net worths) may prefer to create a trust over a will, so we’ve expanded access to our Revocable Living Trust tool in all 50 States and DC.

Meet donors and prospects at all stages of the giving journey with a Planned Giving Website

Planned Giving Websites help your donors discover new ways to give, while promoting the mutual benefits of planned and non-cash giving. Book a meeting with Head of Digital Services, Jonathan Culling, to learn more!

Banish writer’s block with Willy, our AI writing tool

From annual giving emails to donor follow-up notes, our AI tool gives you personalized, relevant content so you can spend more time making an impact. If you haven’t already, give it a try at willy.freewill.com.

Create impactful collateral in just a few clicks with the Print Marketing Library

Our Print Marketing Library (available in Partner Portal) puts fully designed templates for brochures, postcards, and more right at your fingertips. Every month, we launch new templates to take your campaigns to the next level.

Raise the bar for your team with our Certificate training programs

Our partner-exclusive Planned Giving Suite Certificate and Smart Giving Suite Certificate trainings give you best practices for donor conversations, marketing, and stewardship to drive your strategy and make the most of your FreeWill tools.

Expand supporter options with updates to our estate planning tools

You can count on our team to ensure that our estate planning documents are best-in-class and compliant in every jurisdiction. We introduced several new legal capabilities last year, including Supplemental Needs Trusts, Trust Restatements, Certifications of Trusts, and Springing Powers of Attorney.

Keep accessibility at the forefront with WCAG Level 2.1 AA compliance

Last year, our estate planning tools achieved WCAG Level 2.1 AA compliance, a top industry standard to ensure your donors of all abilities are able to easily utilize our tools.

Thanks for keeping up with the Product Pulse!

Sasha & Liebs
Product Marketing @ FreeWill