FreeWill Newsletter

With summer in full swing and Make-A-Will Month around the corner, read below for product updates and the impact a will can have on your supporters!

🧰 Product Corner

Planned Giving Websites

Last month, we launched an all-new product offering to help amplify your Planned Giving marketing!

If you already have our planned or real-time giving products, our Planned Giving Websites are designed to complement your FreeWill tools by providing educational content for your donors and tailored to match your brand look, feel and tone.

In short, these sites accelerate education and access to the giving tools we already support your team with! Our sites seamlessly integrate with the rest of your website, and our team ensures they are always kept up to date with local and federal legislation.

Take your marketing to the next level with Planned Giving Websites! Learn more and check out an interactive website demo here.

Spend less time sorting through legacy gift data and more time speaking with donors!

Next week, our Planned Giving Suite and Featureship partners will be able to see top-line legacy giving insights right from the home page of Portal. With this new feature, you’ll be able to quickly find the most recent legacy gifts or changes made to gifts for your organization to help prioritize your outreach.

Your Portal home page will update on July 19th, just in time for Make-A-Will Month when our partners typically see the highest influx of gifts! 🎁 You can get a sneak preview of this change in this video from our training lead, Lauren Winther-Hansen!

Will we see you at the Bridge Conference?

FreeWill is excited to exhibit in the Solutions Showcase at the Bridge Conference this year and we'd love to see you if you are planning to attend!

Touted as the convergence of Fundraising, Marketing & Technology, this year's event takes place August 2-4 at the Gaylord National Hotel & Convention Center, just outside of Washington, DC. Our team always enjoys meeting partners in person so please stop by the FreeWill booth to say hello.

🗣️ Hear what a free will can do for users

With Make-A-Will Month just around the corner, we’re highlighting the impact you can make on your supporters’ lives by simply sharing your Bequest product. Here’s a few user testimonials from FreeWill’s TrustPilot page.

“This was an easy process for my husband and me. All instructions were very simple and clear. Thx for this valuable service! Our wills are complete and our minds are at ease.”

“My husband & I just had a baby and decided to create a will. I was intimidated to start the process of creating a will, but found that FreeWill was intuitive, easy and now I'm done!”

“It has always been a worry of mine that I did not have a will in place, especially since I have several dogs that I would leave behind. I could not afford the expense of [a] lawyer and I am so grateful for this free option that allows me more peace of mind in the event something were to happen to me.”

“At 70 I'm thrilled to have my feelings and wishes expressed in the simplest way possible!”

“Thank you for this service at a time I'm dealing with cancer and other issues. It's one less thing to worry about…”

Thank you for your feedback!

Over the past several months, we’ve conducted a feedback survey to assess how we can better serve our partners.

We had our biggest response rate to date, so thank you to every organization who shared your thoughts! Stay tuned for highlights on product and service innovations we’re making based on your feedback.

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