Welcome to the quarterly Product Pulse!

Read on for the latest updates and insights from FreeWill’s Product team.

Recently Launched

Introducing The Learning Hub: your new gateway to FreeWill’s library of expert-led trainings

As a FreeWill partner, you have access to a wealth of exclusive trainings, which you can now access directly in Portal. Easily reserve your spot for live sessions (including the in-depth Planned and Smart Giving Certificate programs) or dive into our library of recorded sessions.

Meet William: the next generation of our AI-powered writing tool

As a complement to your FreeWill campaign content, partners now have exclusive access to William, which can help you quickly craft personalized email appeals, social media posts, outreach calendars, and so much more. If you've tried William, please share your feedback via this survey for a chance to receive a $50 gift card.

What else is new in Portal?

Enrich your donor data with wealth screening through DonorSearch: All Planned Giving Suite partners now have access to wealth-screening data through DonorSearch. Donor matches are indicated on the Contact List with a DonorSearch logo.

Customizing your tools has gotten even easier: The new Global Settings feature allows you to update all your FreeWill product pages and images to a default setting of your choice. Consider heading over to the Customizations page in Portal in advance of Make-A-Will Month to ensure you are putting your best foot forward for the biggest campaign of the year!

The Marketing Library continues to grow: Explore the Make-A-Will Month section for new Canva templates and customizable videos. And for organizations focused on housing or healthcare, you can now find marketing templates with sector-specific language.

Access your total number of completed estate plans in your Bequests Dashboard: Understand the impact of FreeWill on your community by seeing the aggregate number of estate plans your supporters have completed as a result of your partnership.

Announcing FreeWill's SOC2 Type 2 Certification

FreeWill has achieved SOC2 Type 2 compliance, which certifies our commitment to upholding the highest standards of cloud security in safeguarding customer data. This is an important milestone as we continue to serve nonprofits, donors, and will-makers around the country. To learn more, check out this blog post from FreeWill’s VP of Product & Engineering.

Partner Tested. Donor Approved!

Learn how two FreeWill partners are reaching more donors by incorporating FreeWill tools at in-person events.

Rocky Mountain Equality - Planned Giving Suite

The Rocky Mountain Equality team launched FreeWill at their Queer and Aging session, an event for LGBTQ+ folks to learn from queer experts in the field of financial, housing, and estate planning. The event empowered folks to leave the event with valid, updated estate planning documents for free.

→ Read the full story here.

Conservation NW - Smart Giving Suite

At their annual auction, Conservation NW introduced a QR code that attendees could scan to donate stock instantly, avoiding credit card fees and offering tax-smart options to their major donors. Supporters have proactively reached out to the team, praising the accessibility of the new giving options.

→ Read the full story here.

Help Shape the Future of FreeWill

A critical part of the product development process here at FreeWill is hearing from you about the work you do and about your experience with our solutions. If you would like to share your stories with us, please fill out this form so a member of our Design team can reach out for feedback opportunities in the future.

Thanks for staying on the product pulse!

Sasha & Liebs
Product Marketing @ FreeWill

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