FreeWill can now report donor-advised fund grants from numerous DAF custodians directly to Smart Giving Suite partners. Learn more about this exciting new beta feature in this brief video.

Smart Giving Suite partners now get better visibility into stock gifts from donors who skip e-sign. These donors are now asked to identify an estimated transfer date, and if the gift has not been received by then, FreeWill sends a follow-up email to the donor (or their financial advisor, if applicable) to verify or update the gift details.

It’s now easier to see which gifts come from married couples via Mirror Wills or Joint Revocable Living Trusts in your Legacy Gifts list. Quick tip: Mirror Wills result in a unique gift from each spouse, whereas Joint Trusts create a “shared” gift from the couple. Learn more about how to spot these types of gifts in Portal, and how this info should guide your stewardship strategy.

Need to give a colleague access to William, Marketing Library, or the Learning Hub but not donor data? No problem—just un-check "Individual Donor Information" in the new Manage Users page. Here’s a helpful how-to guide.

Soon, it’ll be even easier to find all the templates you need in the Marketing Library. Anyone with a Partner Portal login can access the Marketing Library—so make sure your marketing team is ready to dive in (Pro tip: you can add new users to Portal through the new manage users page.)

The Smart Giving Suite donor experience is getting an upgrade! Soon, donors will see a more modern and intuitive interface that makes it even easier to make smart gifts as well as more transparency into the donation process.

We’re revamping the Gift Details page to amplify your stewardship. Planned Giving Suite partners will soon access donor insights and stewardship tools—like one-click email writing through our AI tool, William—without leaving the gift details page. Smart Giving Suite partners can expect more detailed stock gift tracking and recommended next steps.

Learn how two FreeWill partners are raising more non-cash gifts by incorporating our intuitive, donor-centric software into personal donor cultivation and solicitation.

We launched a Nonprofit Referral Program earlier this month. Know a nonprofit that could benefit from FreeWill software or services? Refer them, and if they become a new FreeWill partner, you’ll receive a $250 Amazon gift card – or if you prefer, we’ll make a donation to your organization in the same amount. To learn more about the program, visit: www.nonprofits.freewill.com/referral.

That’s what’s new from us—now we want to hear from you! Keep an eye out for our "Your FreeWill Experience" email next week and take a quick survey to share your thoughts. We build our products with you and your supporters at the center, so we read every response to help shape our future innovations.

Thanks for keeping up with the Product Pulse!

Sasha & Liebs
Product Marketing @ FreeWill