We’ve added a new button to help generate personalized thank you notes instantly. The “Generate Thank You Note” button on the Legacy Gifts Detail page of Portal gives you access to William, your AI-powered donor communications companion, to generate tailored thank-you notes using donor information—right from the page. This new update is intended to make personalized follow-up easier and help you save time as you steward your donors.

Watch this video for a walk-through of this exciting new feature and click the “Generate Thank You Note” button to try it out!

Why update these values? It’s a great way to centralize your legacy giving data in one place and ensure your team is working with the most up-to-date information. It also helps inform product improvements and our ability to help you predict legacy giving revenue.

Watch this video to learn more!

We’ve added new information to your Gift Details pages in Portal so you can better find, understand, and follow-up with donors who make a gift through your FreeWill products. In addition to easier navigation, gift removal, and filters, there are specific insights available on your Legacy Gift Details and Smart Gift Details pages.

Check out this brief video to learn more about how to make the most of your new and improved Portal experience.

FreeWill has acquired Grant Assistant, an AI-powered platform that helps nonprofits of all sizes write winning grants in a third of the time. From family foundations to corporations to government grants and contracts, Grant Assistant helps organizations apply to more grants and win more funding without hiring additional staff. To get a demo of Grant Assistant, set up time with Sissy Rodríguez here.

With the end-of-year giving season upon us, we will continue to release a number of changes across all of the Smart Giving tools to revamp the donor user experience and deliver a streamlined design. These enhancements emphasize your nonprofit’s brand, simplify online giving, and enhance transparency around processing time and fees—empowering donors and financial advisors with the clarity and flexibility they need to give confidently. The recent improvements to our Stock giving tool have already led to a 10% increase in completed gifts!

Early next year, we will be adding post-mortem trusts to our Will and Revocable Living Trust tools. These trusts allow will-makers to control how and when assets are distributed to younger beneficiaries, making them especially valuable for parents and those with beneficiaries under 30 who may want to control the distribution of assets based on age or life circumstance.

We’re thrilled to offer this feature as part of our commitment to providing free, accessible, and best-in-class estate planning tools for your supporters. This update not only broadens the appeal of our estate planning tools to a wider audience, including high-net-worth donors, but also allows nonprofits to facilitate access to even more comprehensive tools to their donor communities.

By employing both giving suites, NOCO Humane has secured $1.2M+ in legacy commitments and raised over $28K in non-cash gifts within six months. “I was most impressed with how quickly we saw people start participating in Smart Giving through our website. As soon as we added it to our ways to give page, we started seeing people respond and click through," shares Development Manager, Leighanne Alford.
→ Read the full story here.

While the Planned Giving Suite helped Volunteers of America (VOA) promote legacy giving to their existing donor base, a National Featureship allowed them to introduce high-affinity supporters to their nonprofit and raise more planned gifts. When paired with William and participation in key FreeWill outreach campaigns, VOA’s partnership with FreeWill has helped them secure more than $14M in total bequest commitments, including secondary and tertiary gifts.
→ Read the full story here.

FreeWill launched a Nonprofit Referral Program earlier this year, and we’d love for you to participate if you know of a nonprofit colleague who could benefit from working with us! 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.

Thanks for staying on the product pulse! We hope you have a restful and rejuvenating holiday season.

Sasha & Liebs
Product Marketing @ FreeWill