FreeWill Newsletter

As fall begins and we enter the last quarter of the year, be sure to read our latest updates to end 2025 strong!

📈 Soliciting Smart Gifts

Partners who send Smart Giving Suite outreach see about twice as many gifts compared to partners who do not. Since the end-of-year is the biggest giving period of the year, participating in this campaign can help you increase your success. Here’s what you can do:

Coordinate with your Comms team: This time of year can be busy, so make sure to find dates on your calendar that work for Smart Giving outreach. Can’t find a date for a standalone email? Include integrations from the Marketing Library in newsletters and other emails to amplify the message! You can request tracking links from your strategist!
Request outreach! If you haven’t already, connect with your Strategist by November 7th to request your customized campaign content.
Review the Marketing Library: Find everything you need — from sample emails to graphics, postcards, and more — in our Marketing Library.

We recommend sending Smart Giving outreach in November and Early December to ensure that gifts are processed before the end of the year.

🧰 Product Corner

We would love to learn how we can better support you with complex non-cash gifts!

We’re exploring ways to better support you with complex non-cash gifts like private stock or real estate, high-value opportunities that can also be tough to manage. To guide what we build next, we’d love your quick input. The survey is just 5 short questions and will take less than a few minutes: 👉 Take the Survey here

Your feedback will directly shape our next steps—helping ensure any new solution saves your team time while giving donors more ways to give!

The FreeWill.com public website is getting a major redesign! What this means for our Partners:

We shared recently that the FreeWill.com public site is getting its first major redesign in years! The new design offers a modern, user-friendly experience to help more people discover FreeWill and ultimately support more nonprofits.

➔ What does this mean for you? At this time, we are not changing the design of your Partner Branded Landing Pages or the user experience of the will tool. We plan to use the learnings from the FreeWill.com redesign to make data-driven design updates at a later date.
➔ Subdomains for Partner pages will change and no action is needed now: As part of the redesign, we're updating the subdomains of the branded landing page URLs (across all products and suites). Redirects have been automatically set up by our team, so there’s no need to take any action now, as all of your existing links will continue to work. Learn more in our Help Center article here.
➔ (Optional) How to update your links to the new subdomains: If you would like to update the links to your FreeWill products or any tracking links to the new subdomains, simply replace the ‘www.’ with ‘partner.’ You can also find all of your new links in the “Links to your tools” section of Partner Portal.

If you have any questions, please reach out to partnersupport@freewill.com.

New & improved will download page is live for your donors!

We recently updated the will-creation tool download page to give your donors and supporters clearer next steps when finalizing their will. Our goal is to make this experience as simple and user-friendly as possible, so your supporters can feel confident completing this important step of the estate planning process.

Upcoming Events

Partner Training: Be a Partner Portal power user!

Thursday, October 30th at 1:00 PM ET
Gaining access to and navigating the Partner Portal is just the beginning. Keeping your Portal skills sharp is key to maximizing your FreeWill partnership. We’ve received great feedback on this new quarterly, live training where we deep dive into newly-released and under-used Portal features that help you get the most value from your FreeWill data. Join us, won’t you?

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If you want to receive these updates every month, subscribe here! It’s one more way to stay informed about the top action items in a rapidly changing fundraising landscape.

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