Your monthly FreeWill updates for June!

NEWSLETTER

VOL.4 ISSUE 6

Happy Pride Month from all of us at FreeWill! To kick off the summer, we're sharing new product demos, recent webinars, and other important updates.

🔎 New Product and Feature Survey

We are hearing more and more interest from our Partners for new products! We would love to hear what product offerings would be most helpful to your organization.


Please fill out this survey to receive more information on future products and features and to be among the first to get access to these exciting new products when they go live!

Product Corner

Planned Giving Websites

FreeWill’s Planned Giving Websites empower nonprofits with a tailored site focused on legacy and non-cash giving, featuring stream-lined navigation, donor-centric content and direct access to FreeWill products. Learn more and check out an interactive website demo here!

Revocable Living Trusts in all 50 States

We now offer Revocable Living Trusts (RLTs) in all 50 states and Washington, DC! As a FreeWill nonprofit partner, your supporters can make an RLT for free through the branded landing page you send your supporters to create a will — providing greater flexibility for them to make an impact on your mission. To learn more about RLTs, please refer to this resource.

Changes to legacy commitments

Planned gifts — and your stewardship efforts — can change as major life events happen for a donor. To help you and your team steward thse gifts, we've simplified tracking and analyzing changes made to legacy commitments. Now you can:

  • Access updates for ALL types of legacy gifts on your legacy commitments and gift details pages (not just primary gifts)

  • Filter, sort, and identify recently updated gifts

  • Easily identify gifts that have been removed so that you can update your CRM and stewardship plans accordingly

This update applies to changes made to gifts after April 15, 2023. Watch this video for a quick overview of legacy commitment changes.

Donor Insights panel + Draft Status

With our new Donor Insights panel, launched in April, you'll have the information you need to reach out to the right donors, at the right time, with the right message. One of these insights includes draft status, which can now be found as a badge on the Legacy Commitmentments table when a user has completed the online portion of their estate plan but may be finalizing the details.

Watch this video detailing the feature — and check out this comprehensive stewardship resource to make your insights even more actionable!

💻 Check out this public webinar

Best practices for nonprofit website design and content in 2023: Looking to increase non-cash digital gifts for your nonprofit? Explore website design strategies that drive online generosity, covering online giving trends, converting visitors into donors, framing tax-smart giving advantages, and practical tips you can implement for your organization’s website.

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

LOOKING FOR ADDITIONAL RESOURCES?

→ Visit the Partner Resource Hub
facebook · instagram · linkedin · twitter · tiktok

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.

Get in touch with us by email
Learn more on our website

FreeWill Co.

175 Greenwich St., 38th Floor

New York, NY 10007


Manage your email preferences

Unsubscribe from all future emails


View this email as a webpage here