Your monthly FreeWill updates for May!

NEWSLETTER

VOL.4 ISSUE 5

It’s May, and to celebrate National Pet Month, we’re sharing a few of our FreeWill pets so you can get to know the team better! We’re also highlighting new product demos, recent webinars, and other important updates.

🔎 Crypto and DAF Product Demos

We’re excited to share our Crypto and DAF product demos with you! Lauren Winther-Hansen, our Nonprofit Training Lead, walks you through our products' warm and intuitive platform. These videos are perfect for new FreeWill partners, staff new to the FreeWill partnership, or anyone who’d like a refresher on the products.

To learn more about the basics of these Smart Giving options, check out our Crypto 101 and DAF 101 trainings to fully harness the power of these products. If you have any questions, please reach out to your Strategist!

Product Corner

Classic Portal will be sunset on June 1st

We’re officially waving goodbye to Classic Portal on June 1st.

We’ve seen over the past 10 months since its launch in July 2022, that the new and improved Portal is helping our nonprofit partners analyze gift data and campaign performance with greater ease and speed than ever before.

If you haven’t made the switch yet, now’s the time to join your peers and explore the New Portal, where you can take advantage of streamlined and intuitive navigation, interactive workflows, and improved campaign analytics.

Need a Portal refresher? Check out our New Portal tour from our training lead, Lauren Winther-Hansen to learn the ins and outs.

And don’t worry, before we sunset Classic Portal, we’ll be moving data on changes to gifts over, so you can have all your data in one place. We appreciate your patience during this transition period. If you have any questions or concerns, please reach out to your Strategist.

💻 Check out these recent webinars

  1. Making the most of the Great Wealth Transfer and what steps to take this year: Learn valuable insights on the potential effects of the Great Wealth Transfer and the fundraising strategies that nonprofit leaders can adopt in preparation for this epic change.

  2. AI in philanthropy: How to prepare for a remarkable future: Explore how the world of AI is rapidly merging with the work of fundraisers and learn more about its potential benefits and pitfalls for nonprofits.

  3. Women redefining philanthropy: Insights for planned and major giving: There’s a growing presence of women in philanthropy! Watch this webinar to gain useful tips you can use to engage them in your major and planned giving efforts.

    As a reminder, our nonprofits webinars are hosted by Patrick Schmitt, co-CEO of FreeWill, and are always available to you here!

😻 Meet the pets of FreeWill

In honor of National Pet Month, meet a few of our FreeWill pets. From cats to dogs and even rabbits, our team has some seriously adorable furry friends.

Stanley

Janice, Product Marketing Manager

Samson

Kaylynn, Senior Product Designer

Wolfie

Tori, Software Engineer

Simon (2021 FreeWill Halloween Contest Winner)

Nicole, Director of Recruitment

Orville and Parker

Val, Senior Web Developer

Tana

Kirsti, Account Executive

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Copyright © 2023 FreeWill Co., a Delaware Public Benefit Corporation. All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney’s advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. Use of FreeWill's services is subject to the Terms of Service & Privacy Notice.

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