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Our July newsletter features action items for Make-A-Will Month, a CGP invite, and more!
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It’s that time of year
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Make-A-Will Month is just around the corner — and it’s the most important time of year for our partners to share the Bequest product!
Last year, our partners raised $64.4 million in bequest commitments through outreach, amounting to nearly two-thirds of all dollars raised through partner outreach in 2023.
Here are three actions you can still take:
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Request outreach! If you haven’t already, contact your Strategist to request content by Friday, August 9. View samples and other complementary outreach materials here.
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Schedule your outreach! If your content has been delivered, make sure you have a plan set with your Comms team to send all of your pieces — initial, follow-up, staff, volunteer, and any A/B tests — during August.
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Check Portal! We recommend logging into Portal every few days to keep an eye on your progress and to stay on top of stewardship strategies.
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On a final note, it’s worth remembering that Make-A-Will Month is more than just an opportunity to generate bequest commitments; it’s an opportunity to provide an essential service to your supporters. More than 17,000 people created a will because of partner outreach last year. Here’s just one of those mission moments:
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“I am going through a serious medical illness and surgery. My husband and I have put off completing a Will for so long. This app was informative and made the process so much quicker and easier — thank you!”
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Share your thoughts on William!
Have you explored William, our AI writing assistant? If so, we’d love to hear your feedback! Take this brief survey — we will randomly select one respondent to receive a $50 Mastercard gift card.
→ Take the survey
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New Enhancement to Our Smart Giving Suite Stock Tool
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We're improving the stock donation process with an impactful enhancement to our Smart Giving Suite stock tool.
Stock donors who do not use our e-sign technology will be asked to provide an estimated transfer date. If the gift isn’t received by this date, an email will be sent to the donor (and financial advisor, if applicable) to verify or update the gift details. This information will be updated in Partner Portal, giving you better visibility into the gift status and ensuring a smoother process for you and your donors.
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Will we see you at CGP?
FreeWill will again sponsor this year’s Charitable Gift Planners (CGP) Conference (October 28-30) in Orlando, and we’d love to connect with you if you plan to attend. It was great to meet and visit with so many of you in person last year, and we’re hoping to do it again.
We have a special event planned for the evening of October 29th and want to make sure you don’t miss out! If you know you’ll be attending CGP (or are considering attending), please complete this short form so that we can add you to our invite list.
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📣 New additions to the Marketing Library!
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Available through the Partner Portal, new customizable resources are added to the Marketing Library each month so you can easily integrate FreeWill tools into your ongoing fundraising. This month we have three new sectors in the sector-specific templates:
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Voluntary Health Associations and Medical Disciplines
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Philanthropy, Voluntarism and Grantmaking Foundations
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Civil Rights, Social Action and Advocacy
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Case Study: How Pierce County Library Foundation invests in planned giving with FreeWill
With Make-A-Will Month on the horizon, read a success story of how Pierce County Library Foundation expanded its FreeWill to promote community literacy.
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