FreeWill Newsletter

With Thanksgiving around the corner, we’re showing gratitude in our November partner newsletter. Read below for some key updates—and learn what we’re thankful for! 🦃 🧡

What do the election results mean for nonprofit fundraising?

Following the November 6 election results, many nonprofit organizations—of all sizes, sectors, and political leanings—have questions about what lies ahead for fundraising.

FreeWill is here to help. Shifts in power can influence donor behavior, tax policies, and funding opportunities, and we’ve detailed many of the expected changes (as well as how your organization can remain resilient and focused on your mission) in this strategy memo.

You can also join our co-CEO Patrick Schmitt for a live breakdown of the key points in a webinar on December 10th at 12pm ET. Sign up here.

🧰 Product Corner

Recent updates to the Legacy and Smart Gift Details pages in Partner Portal make donor and gift data easier to find and understand!

Smart Gift Details:

Review recommended next steps for each Stock gift based on gift status
Keep your data updated with with granular sub-statuses for each Stock gift
Edit the Asset Breakdown of your Stock gifts

Legacy Gift Details:

Find Donor Insights, now available on the Legacy Gift Details page instead of the Contact List
Understand gift source with additional contextual information

Check out this brief video to learn more about how to make the most of your new and improved Gift Details pages!

Coming soon to Portal: send personalized legacy thank-you notes!

Sending personalized thank-you notes will soon be easier than ever! We’re adding a new button on the legacy gift details page so you can access William, your AI-powered writing assistant, to generate tailored thank-you notes using donor information—right from the page. Save time and make meaningful connections in just a click!

Upcoming changes to the Smart Giving Donor Experience

As the end of year giving season arrives, we are revamping the donor user experience for smart giving tools to deliver a streamlined experience that emphasizes your nonprofit’s brand, simplifies online giving, and enhances transparency around processing time and fees—empowering donors and financial advisors with the clarity and flexibility they need to give confidently.

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

Do you have a nonprofit colleague who could benefit from partnering with FreeWill? We recently launched a Nonprofit Referral Program! 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.

Win more grants faster with Grant Assistant

FreeWill's newest product offering, Grant Assistant, is an AI-powered platform that helps nonprofits of all sizes write winning grants in a third of the time.

From foundation and corporate grants to government grants and contracts, Grant Assistant helps organizations apply for more opportunities and win more funding without hiring additional staff. To learn more about Grant Assistant, check out this one-pager or fill out this interest form to schedule a demo.

Are you signed up for Partner Training Invites?

FreeWill partners have exclusive access to free trainings and certification courses so you can maximize your partnership! If you do not currently receive our monthly training invites via email and would like to opt-in, please fill out this form!

What FreeWill team members are thankful for

We asked members of our Partner Success team what they were thankful for this year. Here’s what they said.

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