FreeWill Newsletter

Happy Valentine’s Day! As you share chocolates, flowers, or other acts of care with your loved ones, FreeWill is sharing our February newsletter with you.

🧰 Product Corner

📝 More changes are coming to the Gift Intent Form

Last month, we 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:

Donors providing a written gift intent form for a gift committed through a FreeWill estate plan
Donors reporting a gift committed through an estate plan made outside of FreeWill

A new feature launched this week that provides two additional questions to help you get a full picture of the donor’s gift: how they want to be recognized and who to reach out in the event they pass away.

The addition of the executor question came from feedback directly from our partners, so we look forward to continuing to advance this form to meet your needs. Please share additional feedback on the Gift Intent Form by completing this survey!

💡 FreeWill tools have achieved heightened accessibility standards!

FreeWill is dedicated to ensuring our tools are accessible and inclusive to users of all abilities, so that your donors who may require screen-readers or other assistive technology can effortlessly use the FreeWill platform. We are proud to share that at the end of 2023, our Will, Revocable Living Trust, and Beneficiary tools achieved WCAG Level 2.1 AA compliance, which is a high standard for accessibility in the industry. You may have noticed some changes in the flow of our tools, such as the navigation bar and fully-labeled input fields, all aimed at improving usability.

We welcome feedback on how we can make our tools more accessible. If you or your donors encounter any issues, please let us know by emailing a11y@freewill.com.

📣 Print Marketing Library Updates

Is your organization focused on higher education, human services, or animal-related care and advocacy? We’ve added new templates to our Print Marketing Library with sector-specific language to share your Planned and Smart Giving products with your community!

From brochures to postcards to Permanent Gift Guides, these customizable templates contain specific language and imagery for your sector. Be sure to check our newsletter every month for more sector-specific print marketing materials!

→ Visit the Print Marketing Library

🐾 💗 Case Study: How a Featureship transformed a love for animals into 800+ legacy commitments

SPCA International, a global animal welfare organization, faced challenges expanding their donor base and advancing their planned giving program. The solution? A FreeWill Featureship, putting them front and center to reach and steward new animal-lovers. Read more about SPCA International’s strategy and results in this case study.

→ Read the case study

Product Showcase: How to amplify your Planned Giving strategy with a Featureship

Thursday, February 15th at 12 PM EST
A FreeWill Featureship places your organization's name front and center as individuals make estate plans on FreeWill.com. Join FreeWill's Co-CEO Patrick Schmitt to see how nonprofits leverage a Featureship to acquire new donors and drive brand awareness.

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Save my spot

Product Showcase: Level up with a Planned Giving Website

Thursday, February 29th at 12 PM EST
Want to provide your donors with a hub to learn and donate, all in one place? Join Patrick Schmitt to learn more about our customized Planned Giving Websites.

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Save my spot

6 Ways the SECURE Act 2.0 may impact donors in 2024

Initially passed in 2022, the SECURE Act 2.0 made sweeping changes to the retirement system. It’s critical to understand the changes going into effect in 2024 so you can communicate with those who may be impacted during major gift conversations. Read this blog post to understand the 6 major ways the SECURE Act 2.0 may affect your donors!

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Read the full blog here

LOOKING FOR ADDITIONAL RESOURCES?

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Visit the Partner Resource Hub

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