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Happy New Year! We're excited to share key learnings, product updates, and other valuable changes. We hope you have a great start to the year!
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Starting today, our Partner Resource Hub password will change from Giving2022 to Giving2023. Be sure to update and save this new password!
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2022, by the numbers
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As we enter the new year, FreeWill is celebrating everything our partners achieved in 2022!
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We’re so grateful for your partnership and look forward to supporting your organization’s success in 2023!
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New updates to your Portal and more
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Total Page Views in the Bequests and Non-probate Assets (NPA) Dashboards: In addition to seeing traffic data, you’ll now see the total views of your custom bequest (or NPA) pages as well as a graph of page views over time. In your Campaign Performance Summary report, you can also see the amount of traffic driven by specific UTM campaigns, even if that traffic did not result in gift commitments.
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Capture Additional Details when marking DAFs, QCDs, and Stocks as “Received”: When you update the status of a DAF, QCD, or Stock gift to “received,” you can now record the date it was received and the actual amount received. Any status changes you make should be edited on New Portal moving forward.
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Asset Inventory: As we continue to evolve our estate planning tools for our users, we've made it possible for will-makers to document their assets like real estate, vehicles and other valuables. As more will-makers add specific information to their estate plan, you may start to notice changes in the size of your bequest values. Our aim is to supply your development team with the most accurate data possible, while creating a world-class estate planning experience for our users.
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QCD Update
Have you heard of the SECURE 2.0 Act?
On December 29, 2022, the SECURE 2.0 Act became law. In addition to other changes, as of January 1, 2023, the age to start taking Required Minimum Distributions (RMDs) increased from age 72 to age 73, except for donors who turned 72 before January 1, 2023.
This is a great opportunity to reach out to donors with New Year, New RMD messaging. We recommend including the following language: Recent legislation has updated the age for Required Minimum Distributions (RMDs) so that donors 73 and older must take an RMD. However, if you were subject to RMDs in 2022, you must take your RMD in 2023. These funds can be used towards a tax-savvy IRA gift!
In addition to updating our QCD Tool to reflect the changes, FreeWill will also be updating our Learn and Help centers and hosting new educational content about the Secure 2.0 Act including an upcoming Blog to support our users as they explore what Secure 2.0 means for their planning.
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Recorded demos of the FreeWill tools
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Recorded walk-throughs of the FreeWill tools are now available on demand! These videos are ideal for new FreeWill partners, contacts new to the FreeWill partnership, or anyone who’d like a refresher. Visit our Partner Trainings web page to explore the recordings. More videos are coming soon!
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Stock 101 Training – Now Available On Demand
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Our 101-level stock-giving course has been recorded and is now available on demand!
In just 15 minutes, we review the basics of stocks and stock gifts, the benefits to your donors and your organization, and why now is a great time to promote stock giving. Check out the Stock 101 training today.
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New State Sales Tax Exempt Certificate Requirement
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You may have received an email from us through Avalara requesting a state sales tax exempt certificate. We now require a current and valid certificate on file to comply with state laws. Please follow the instructions in the email or let us know if you have any questions.
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An image speaks a thousand words!
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Partners with any type of FreeWill Featureship are now showcased with a custom, eye-catching image and logo. As prospective donors move through the will flow, using an image and logo gives your organization heightened visibility, brand recognition, and overall exposure to help capture new donors and spread your mission. Either your custom site image, or a stock image was used for this feature card. Contact your Strategist to review or update your image.
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LOOKING FOR ADDITIONAL RESOURCES?
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View this email as a web page here.
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