FreeWill Newsletter

February is here, and this month we’re highlighting real quotes from FreeWill users and training resources for your team.

💕 Why people love FreeWill

When you share your FreeWill Bequest tool, you are providing an essential service that can bring peace of mind to your supporters. February is the month of love, and we’re sharing why FreeWill users love this resource.

“For years my husband and I have been reluctant to create a will because it seemed to be a difficult thing to do on our own...We are getting older and were concerned about something happening to us and leaving those behind with extra burdens to carry. This service has enabled us to lift that burden.”

"Hands down the easiest will making program…Highly recommend for everyone. Also, since [it] is free, love the option of supporting the charities."

“It has always been a worry of mine that I did not have a will in place, especially since I have several dogs that I would leave behind. I could not afford the expense of lawyer and I am so grateful for this free option that allows me more peace of mind…THANK YOU!”

These quotes come from FreeWill’s public Trustpilot review site. To integrate anonymized Trustpilot testimonials into your FreeWill outreach, ask your Strategist!

🧰 How does my FreeWill Product work again?

Whether you're a newly-signed FreeWill partner, new to your organization's FreeWill partnership, or just want a refresher on the FreeWill user experience, our new demo videos walk you through the tools' warm and intuitive user flows.

We have demo recordings available for the following products: Bequests, QCDs, Stocks, Outside Bequests, Beneficiaries, and Featureships!

→ Watch the recorded demos here

In case you missed it: FreeWill Forum

Last week, FreeWill's content strategy team dove into the data from your 2022 FreeWill bequest campaigns and shared how our top findings will inform our strategy this year! Did you miss this live training? Get caught up here.

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Watch the full Forum recording

The growing power of DAFs, and FreeWill’s new DAF product

Missed co-CEO Patrick Schmitt’s webinar on Donor Advised Funds (DAFs)? Watch this recording to understand the stunning growth of DAFs over the past five years, and learn more about FreeWill’s new product for DAF giving.

→ Watch the webinar

📚 Don’t miss these January blog posts from FreeWill

How to make a will legal: Learn how to execute your will and bust common myths about the process!
6 ways the SECURE 2.0 Act may impact you: Find out why recent changes in retirement legislation may mean more money to charities.
How to name a beneficiary for a life insurance policy: Who (or what organizations) can be a beneficiary, how do you designate them, and why is this important?

Get smart with our 101 and 201 sessions

New recorded 101-level sessions on QCDs, Stock, and DAFs are now available on demand! Don’t hesitate to share these videos with your broader fundraising team.

Plus, this month we’re offering a series of live 101- and 201-level courses to level up your fundraising know-how! Check out our new 101 course on planned giving and 201-level sessions on QCDs, Stocks, and DAFs.

Explore our 101 sessions

LOOKING FOR ADDITIONAL RESOURCES?

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Visit the Partner Resource Hub