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Happy National Make-A-Will Month from everyone at FreeWill! As you and your supporters take part in this important month, we’re here to offer resources and support for the rest of 2022.
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September Stock Awareness opportunity
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Our Innovation Team has discovered that driving your audience to your Stock site before year-end can result in more end-of-year (EOY) gifts. With more than 90% of people worried about the impact of inflation on their cash savings, it’s critical to educate donors about non-cash giving and lay the groundwork for giving season.
That’s why we strongly recommend our Stock partners send a Stock Awareness email this September to drive potential donors to the newest version of your Stock landing page, which has been optimized based on feedback from stock donors.
Download this Stock Awareness Opportunity One-Pager to learn more, and reach out to your Strategist to request your custom outreach!
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Don’t forget to send your Make-A-Will Month outreach!
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We’re almost halfway through August — have you sent your Make-A-Will Month campaign yet?
For participating partners, here are a few reasons to stick to your send dates and share Make-A-Will Month content with your community!
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We’ve already seen success in 2022. As of August 9th, partner outreach has already raised $12.7 million in bequest commitments and led more than 2,800 people to create their wills.
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It boosts your overall success. Partners that send MAWM outreach see, on average, a 1.3x lift in their yearly Bequest tool ROI.
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Your email campaign is the best opportunity you have to join in! In 2021, 80% of MAWM gift dollars were generated by email.
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Upcoming partner training
Don’t miss exclusive insight into our product decisions
Are you curious about what we’re building to help you reach even greater success? Find out more from our Research & Development Team with Part II of the 2022 Innovation Summit. Come with questions and product feedback!
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Innovation Summit Part II: Product Roadmap
Wednesday, August 17th, 2-2:45 PM ET
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Check out the New Partner Portal
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In July, we launched a new and improved Partner Portal, designed to be faster, easier to use, and to serve as the foundation for future portal enhancements. You can begin to explore the New Portal by clicking on the button in the bottom left corner of Partner Portal.
For the time being, we encourage you to still conduct your day-to-day work in the Classic view as we add all of the features (and more!) from the Classic Portal into the New view. We appreciate any feedback on the New Portal as we continue to enhance it. Stay tuned for more exciting updates and training later this year!
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End-of-year will be here before you know it! We’re creating our strategy to maximize real-time giving and will be sharing more information soon.
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LOOKING FOR ADDITIONAL RESOURCES?
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View this email as a web page here.
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