FreeWill Newsletter

Our February partner newsletter features a reminder to participate in our Tax Season campaign, upcoming events like the Donor Stewardship Summit, and more!

💰 Reminder: Tax Season Campaign

Finances are top of mind for many during tax season! That’s why we invite you to make the most of the moment by soliciting smart gifts from your donors that can give them potential savings.

If you missed our live campaign info session, watch this recording to learn about why tax season is such an effective time to remind donors of smart giving options, new messaging options, and more.

Don't forget to:

Request outreach! The deadline to request your customized campaign content is April 3rd, but the earlier, the better!
Review the Marketing Library: Find everything you need — from sample emails to graphics, postcards, and more — in our Marketing Library.

🧰 Product Corner

Now live: Easy access to your content in Portal

We’re excited to share an update as part of our ongoing efforts to make the Partner Portal your one-stop shop and single source of truth. You’ll now begin seeing a direct link to your content folder right on your Portal homepage, making it even easier to access your materials in one place. There’s no change to content notifications. You’ll continue to receive them via email, and they’ll still include a link to your content folder.

Smart Giving Suite Widget

Calling all Smart Giving Suite partners: do you have the Smart Giving Widget integrated on your website?

The Smart Giving Widget makes it easier than ever for donors to give directly through your site, creating a seamless experience that keeps them fully engaged with your brand. With tax season right around the corner, now is the ideal time to install the widget and ensure your non-cash donors can easily make tax-savvy gifts directly on your website.

Need help? View our step-by-step help doc or watch our explainer video for a quick walkthrough. If you have any questions, feel free to reach out to Kaylynn at kaylynn@freewill.com and Omar omar@freewill.com.

After you install the widget, don't forget to check out the Smart Giving Suite Certificate to help you feel more confident working with donors!

Upcoming Events

Proposal Writing Fundamentals: Building the blueprint for funding success

Today! Wed, February 11 at 1:00pm ET

Attention grant writers! This session equips fundraisers with a systematic framework to deconstruct grant funder requirements, draft data-driven narratives, and align project budgets with measurable community outcomes. Expect industry best practices and practical advice you can put to use right away.

→ Save your spot

2025 Bequest Campaign Retrospective

Tomorrow! Thu, February 12, 2026 at 1:00pm ET

How did your 2025 bequest campaigns perform? What did we learn? How did those learnings inform our 2026 outreach strategies? These questions and more will be answered in our annual Bequest Campaign Retrospective. Planned Giving Suite partners are encouraged to attend – but all FreeWill partners are welcome to join to learn how proactive planned giving campaigns move the needle for nonprofits.

→ Save your spot

FreeWill’s Donor Stewardship Summit

Save the Date! Wed, April 8 and Thu, April 9 from 12:00-5:00pm ET

Get ready for inspiration, insights, and innovation in FreeWill’s first-ever Donor Stewardship Summit! This immersive virtual event is FREE and open to FreeWill partners only. Featuring notable FreeWill speakers and esteemed industry experts, the summit will cover a wide range of stewardship-related topics, from the latest data & trends, to new automations and tools, to turning your donor relations into a growth engine. Please save the date and plan to join us for learning, networking, and actionable inspiration for your 2026 stewardship efforts.

→ Submit the interest form to be notified when registration opens

FreeWill Office Closure

FREEWILL OFFICE CLOSURE: MONDAY, FEBRUARY 16th

FreeWill will be closed on Monday, February 16th, in observance of Presidents’ Day. Urgent questions during these days can be directed to partnersupport@freewill.com, and we will respond as quickly as possible.

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If you want to receive these updates every month, subscribe here! It’s one more way to stay informed about the top action items in a rapidly changing fundraising landscape.

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