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Our January newsletter features action items and new trainings to kick off 2024!
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2024 is finally here, and if you’re still searching for that perfect resolution, we have you covered! Read our monthly updates and opportunities below.
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🔔 Your New Year’s Resolutions as a FreeWill partner
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You may be encouraging your supporters to create an estate plan as their New Year’s resolution, but have you thought about your own? Here are 5 action items to make the most of our partnership in 2024:
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Log into Portal every day. The timeliness of your followup with FreeWill donors really matters, and regularly logging into Portal ensures your record-keeping and stewardship touches are current. Learn more here!
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Attend at least one partner training each quarter. These sessions provide a welcome space to learn about your FreeWill products, get your questions answered, and connect with other FreeWill partners. See our upcoming trainings here!
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Access our Print Marketing Library. In 2024 we’ll be adding new brochures, postcards, and other print marketing templates for your organization to complement your outreach. Check the Library on a monthly basis!
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Provide feedback on products and services. Your feedback is invaluable, and we’d love to hear what’s working or not working well for you!
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Submit metrics for emails. Have you sent an email sharing a FreeWill product with your community? Be sure to email your Strategist with the audience size, open rate and click-through rate. These results directly influence future campaigns and best practices, which is key to improving your email performance!
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Join our next Smart Giving Suite Product Showcase
Thursday, January 18 at 12 PM ET
Nonprofits that accept non-cash gifts (like stocks, DAFs, QCDs and crypto) grow six times faster than organizations that only accept cash. If you're interested in expanding your non-cash giving program this year and want to learn more about adding the Smart Giving Suite to our partnership, we invite you to join us for our Smart Giving Suite Product Showcase! During the session, our Co-CEO Patrick Schmitt will walk through how the Smart Giving Suite helps nonprofits leverage new and growing methods of tax-advantageous giving.
→ Save my spot
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Changes to Outside Bequests
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For partners with the Planned Giving Suite, we recently swapped the “Outside Bequest Form” with the sleeker “Gift Intent Form.” In addition to a user experience face-lift, the form now caters to two donor types:
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Visit your Portal and check it out in the “Links to your Tools" section, or view existing commitments by using the filter “Gift Intent”. Stay tuned for even more updates, and if you have any feedback for our Product team on how we can improve, please fill out this form.
And as a bonus, we've made it easier for you to add a new bequest right from the Legacy Commitments table in Portal! Add bequests made outside of the FreeWill platform with ease.
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FreeWill For You: Planned Giving Presentation Toolkits
Have you dreamed of presenting a planned giving workshop or webinar to your supporters, but haven't found the time to create the content? FreeWill For You presentations are templated slide decks — complete with speaker notes — that give you the framework for a compelling seminar, and they're fully customizable to your organization’s colors, fonts, imagery, and more.
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You’re Invited: FreeWill Forum
Thursday, February 1st at 1 PM ET
One benefit of the FreeWill partnership is that key learnings from our work with 1,450 nonprofit partners continuously inform the marketing strategies we share with you. We recently dove into our 2023 bequest data and are excited to share key findings and how those learnings will inform our 2024 planned giving strategies. Don’t miss this informative session!
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LOOKING FOR ADDITIONAL RESOURCES?
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