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Our January newsletter features fresh goals, new trainings, and exciting updates for the year ahead!
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2025 is here, and if you need a spark of inspiration, we have you covered! Read our action-packed updates, opportunities, and resources below.
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New Year, Brand-New Success Center
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You can now access a centralized, comprehensive list of FreeWill resources, updates, and reminders, directly accessible from your Partner Portal: your FreeWill Success Center.
By selecting the feather quill icon on the bottom right hand corner of Portal, you can view a widget that displays:
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Onboarding checklists and links to your content drive
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Upcoming webinars and partner trainings
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Product updates and news
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Contact information for your personal FreeWill team, including your Strategist and Account Manager
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And so many other resources vital to your partnership!
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These resources are refreshed on a regular basis to ensure you’re up-to-date on all things FreeWill! It’s just one more way we’re ensuring all the information you need to maximize your planned and smart giving programs are at your fingertips.
This video shows you how to access your Success Center and the many ways you can utilize it!
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Help us shape the future of fundraising
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Feedback from partners like you is critical to the development of our product offerings and the impact we can have on the nonprofit community.
As a valued FreeWill partner, our Product team would love to reach out for occasional feedback to learn more about your needs. If you're open to this outreach from our team, please let us know by filling out a short form here.
By joining these research sessions, your voice will influence the future of FreeWill and the nonprofit community at large. We're grateful for your time!
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Upcoming Partner Trainings
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The Power of Grants,
and Grant Assistant
Thursday, January 23rd at 1 PM ET
Are you new to grants, or considering starting a grant program in 2025? Grant-seeking can be hard work. But there’s good news — FreeWill recently acquired Grant Assistant, a cutting-edge, AI-powered platform that makes applying for grants faster, easier, and more successful for nonprofits! Join us to learn more in a “Grants 101”-style training. Before we’re done, we’ll tell you more about Grant Assistant, our new grants solution.
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2024 Bequest Campaign Retrospective
Thursday, January 30th at 1 PM ET
Key learnings from our work with 1,800 nonprofit partners continuously inform the marketing strategies we share with you. We’re diving into our 2024 planned giving data and are excited to share key findings from that analysis, and how those learnings will inform our 2025 plans.
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What FreeWill team members are looking forward to in 2025
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We asked members of our Partner Success team what their resolutions are for 2025. Here’s what they said:
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LOOKING FOR ADDITIONAL RESOURCES?
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