FreeWill Newsletter

As your Spring campaigns are fast approaching, FreeWill has some valuable updates for you. From adjustments in our content offerings to a partner feedback survey, we’re excited to share these changes.

✍️ Introducing: Content Center

Each year, FreeWill analyzes content data to make concrete strategy adjustments that will aid performance and make the biggest difference for our partners.

What we learned in 2022
One of our biggest learnings in 2022 was that for a vast majority of partners with the bequest tool, standalone emails are the key to your success. All other content integrations (postscripts, social media, newsletters), may help bolster knowledge about FreeWill to your donor base, but do not make a huge impact on the number of gift commitments your organization receives.

Based on this learning, we are prioritizing customized standalone emails for our bequest partners and are introducing the Content Center to provide standard integrations you can adapt for your own mission. The Content Center will be accessible in the success center (where the onboarding mobilization checklist lives!) on the portal starting April 1st.

What this means for your organization

You can still send integrations — but now the process will be easier! All you need to do is download the integration language from the portal, make any necessary changes, and request a tracking link from your Strategist.
The Content Center will be refreshed two times a year to ensure the language we provide is up to date based on recent learnings.
Integrations for QCD & Stock tools will still be available via the usual content request process.
More of Content Team’s time will be spent on customized emails that are more likely to generate gifts for your organization so that we can focus our energy where it will have the greatest impact.

If you have further questions, please talk to your Strategist.

Partner Feedback Survey

On March 13, Partner Success is launching our bi-annual partner feedback survey. This is your opportunity to tell us what you love most about working with FreeWill, and where we can add more value. Your insights are used to inform company priorities. A significant portion of the features we’ll be releasing in the first half of this year, for example, were influenced by partner feedback. The survey campaign will last one month — look for an email from Anthony Sottile in your inbox!

Classic Portal will no longer be available starting in mid-April

With the positive feedback and increased adoption of our New Portal, which launched in 2022, we have made the decision to sunset our Classic Portal so our team can focus on adding value in the new interface. Head over to the New Portal to take advantage of streamlined and intuitive navigation, interactive workflows, and improved campaign analytics. Learn more about how to make the most of these new features in our New Portal training. If you have any questions or concerns, please reach out to your Strategist.

Starting next week, all partners currently receiving notifications for DAF grants, stock gifts, and/or QCDs initiated will notice email delivery time changed to 9 am EST.

LOOKING FOR ADDITIONAL RESOURCES?

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