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The February 6 deadline to opt in to FreeWill’s winter bequest outreach campaign is coming up quickly, and we’d love for you to be part of it.
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.
If you missed our live campaign info session, consider watching this abridged recording (1.25x speed totally encouraged). It reviews our winter outreach strategy and how this campaign will inspire supporters to create their estate plans and include your mission as part of their legacy.
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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.
Smart Giving Suite Widget
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Calling all Smart Giving Suite partners: do you have the Smart Giving Widget integrated on your website?
The Smart Giving Widget makes it easier than ever for donors to give directly through your site, creating a seamless experience that keeps them fully engaged with your brand. With year-end approaching quickly, now is the perfect time to install the widget and empower your non-cash donors to make tax-savvy gifts directly on your website.
Need help? View our step-by-step help doc or watch our explainer video for a quick walkthrough. If you have any questions, feel free to reach out to Kaylynn at kaylynn@freewill.com and Omar at omar@freewill.com.
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PARTNER PREVIEW: FREEWILL's 2026 PRODUCT ROADMAP
Thur, January 15th at 12:00 PM ET
Join us on Thursday, January 15th for a partner-exclusive session offering a first look at the new product releases, enhancements, and innovations coming to FreeWill’s platform in 2026, plus guidance from our team on how to make the most of these updates in the year ahead.
→ Save your spot
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BE A PARTNER PORTAL POWER USER!
Thur, January 29th at 1:00 PM ET
Keeping your Portal skills sharp and leveraging its many features is essential to maximizing your FreeWill partnership. Join us for our quarterly Portal "deep dive," where we'll spotlight top tips for getting value from Portal's data and insights, along with new features you may have missed!
→ Save your spot
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FREEWILL OFFICE CLOSURE: MONDAY, JANUARY 19th
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The FreeWill office will be closed on Monday, January 19th in observance of Martin Luther King Jr. Day. Urgent questions during these days can be directed to partnersupport@freewill.com, and we will respond as quickly as possible.
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