Partner Success Support Launch

We are very excited about the launch of our official Partner Success Support team!

With the addition of many new features and resources in our portal this year, and with the volume of gifts we surface and process, we’re seeing more specific questions related to our Partner Portal. Due to the increase in Partner Portal usage, and due to partner feedback, we launched a Partner Success Support team designed to help you get the most out of your Partner Portal experience as possible.

If you have a question about how to log-in to our portal, how to access a specific type of gift or resource, or want to understand more about a gift, reach out to our Partner Success Support team.

You can email them now at partnersupport@freewill.com.

Thank you!

🧰 Product Corner

Our Marketing Library has a new look!

The Marketing Library in your Partner Portal has been redesigned to be more user-friendly! You can now search for templates by campaign, type of asset, gift vehicle, and even your FreeWill product suite. As you prepare for National Estate Planning Awareness Week (NEPAW) don’t forget to check out our web banners, buckslips, and more.

Changes coming soon to gift details in Portal

Keep an eye out for changes coming to the gift details pages for planned and non-cash gifts, designed to help you take action on your gift data and steward your donors with ease.

Refer new nonprofit leads to FreeWill and qualify for a $250 referral bonus!

FreeWill recently launched a Nonprofit Referral Program and we’d love for you to participate if you know of a nonprofit colleague who could benefit from working with us! If your referral becomes a new FreeWill partner, you’ll receive a $250 Amazon gift card or we’ll make a donation to your organization. To learn more about the program, visit www.nonprofits.freewill.com/referral.