Partner Portal is your go-to hub for insights, learning, and creativity, and today, we’re thrilled to announce five new enhancements that will help you drive your fundraising strategy forward.

The next generation of our AI-powered writing tool has landed

Meet William, the next generation of our AI writing tool—available exclusively to partners in Portal. William is purpose-built for nonprofit fundraisers and marketers with research-backed best practices for donor solicitations and stewardship. As a supplement to your FreeWill campaign content, William can help you quickly craft personalized email appeals, social media posts, outreach calendars, and so much more.

Customize your giving tools in real time

Ever wanted to make quick changes to your giving tools, such as swapping out an image or updating text? No need to email your Strategist when you want to make a change. You can now make instant updates to your branded landing pages with the new Customizations panel in Partner Portal. Check out a quick tutorial video or try it for yourself in Partner Portal!

Enrich your donor data with wealth screening through DonorSearch

We’ve expanded access to our direct integration with DonorSearch, a leading wealth screening tool, to all Planned Giving Suite Partners. If your donors are a match in DonorSearch’s database, you will have access to key attributes such as giving capacity and largest known gift to help you uncover the hidden potential of some of your most philanthropic FreeWill donors. Check out your contact list to find your DonorSearch matches (indicated with an icon).

Learn more about your donors’ giving preferences with a Planned Giving Interest Survey

Donor surveys are helpful tools in surfacing new leads or existing bequest commitments. To get you started on your next survey, we’ve got a new guide in the Partner Resource Hub that contains everything you need to launch, including a recommended outreach plan, a sample survey, and follow-up strategies to effectively engage surveyed donors.

Access your FreeWill Campaign Templates in the Marketing Library

The Print Marketing Library has already outgrown its name, as we're constantly adding new resources to supercharge your campaigns. You can now head to the Marketing Library to find customizable templates for your FreeWill campaigns—including social graphics and email headers.

We’re hosting a Portalpalooza–and you’re invited!

With all of these changes to Portal, you might wonder where to start and how to embed these new powerful features into your workflow. That’s why our incredible Nonprofit Training Lead, Lauren Winther-Hansen, is leading Portalpalooza: a series of trainings to help you get the most out of these new features. We hope you’ll join us for one (or all) of these trainings to learn how Portal will help you become a more efficient and effective fundraiser — served with a side of FreeWill Fun!