FreeWill Newsletter

May is National Pet Month, and as we celebrate our pets (pictured above!) we’re excited to share important updates to your FreeWill products and services ahead of summer and Make-A-Will Month!

Don't Miss Out on Portalpalooza Learnings!

For the last few weeks we've been celebrating Portalpalooza: a series of trainings to help you get the most out of our five new Portal features. If you haven't been able to join us, be sure to check out the recordings:

William: Learn best practices for generating impactful donor-facing content with our new AI-powered writing tool, William.
Marketing Library: Get a step-by-step overview of how to customize the templates in our Marketing Library to supercharge your fundraising campaigns.
DonorSearch: Learn how to uncover strategic insights about your donors using our built-in integration with DonorSearch, a leading wealth screening tool.
Customizations: Learn how to customize your FreeWill branded landing pages and giving flows right from Partner Portal.

And don't forget: there's still time to register for the final training!

Planned Giving Donor Surveys

Thursday, May 9 at 1:00 PM ET
Learn how our new Donor Survey template can help you uncover new planned giving leads and information about your donors’ giving preferences.

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Do you work with financial advisors? Connect us!

FreeWill is starting to work with more financial advisors to help their clients create plans and facilitate charitable gifts to nonprofit organizations like yours! If you have any connections to Financial Advisors, Wealth Managers, Financial Planners, or Endowment Managers that you think would be good fits, please email David Tanti (david@freewill.com) to connect us!

New: 2024 FreeWill Donor-Advised Fund Report

Donor-Advised Funds continue to rise as a new kind of giving for donors and nonprofits. We dug into the data and pulled out the top insights on DAF giving, and how your organization can take advantage of this exciting trend! Download our 2024 FreeWill DAF Report to learn more about what’s driving the explosion in DAF giving.

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Download the report

In case you missed it: Content Delivery Process Update

We recently unveiled new updates to how you receive your requested custom FreeWill content! In case you missed it, here are the top-line changes:

You will receive a notification via email from FreeWill that your content has been uploaded to the folder and is available for viewing. Content will no longer come from your Strategist.
The notification will include a link to your organization’s private Google folder. You will have view-only access to the files and can download them as a PDF or Microsoft Word file.
If you have any edits or comments about the Content (or feedback on this process!), please respond to the one-question follow-up survey or contact your Strategist.

If you’re a FreeWill partner with the Bequest product, keep an eye on your inbox next week — we’re kicking off our Make-A-Will Month 2024 campaign! If you’re ready to get a jump start, sign up for our informational training here.

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