Prepare for it with FreeWill!

NEWSLETTER

VOL.4 ISSUE 11


Hi Friend,

The giving season is fast approaching! We’re here to support you with updates on the Featureship Panel, Print Market Library, and other resources your team can use.

👀 Must Read: New regulatory requirements affecting your organization

California’s AB488, a law regulating online fundraising platforms, came into force on January 1, 2023 and requires FreeWill to conduct daily checks of the Franchise Tax Board, Attorney General of California, and Internal Revenue Service blocklists. Beginning January 1, 2024, if your nonprofit organization is not in good standing and appears on any of these governmental agency blocklists, your organization will lose access to FreeWill’s tools until the matter is resolved.

Note that this requirement is applicable to all US charities, not just those headquartered in California. To help prevent this from happening, we suggest you frequently check your status with these agencies to ensure you don’t have any paperwork coming due.

For more information, please read this full letter from our General Counsel.

Missing a piece of content for your End of Year campaign?

Don't forget to reach out to your Strategist!

🐶 A conversation with SPCA International on how a Featureship helped them grow their legacy giving program

Did you know that January has the second highest web traffic on FreeWill.com, behind only Make-A-Will Month in August? Now is a great time to pursue opportunities to get your organization's name front and center with a Featureship, which is a way for organizations to be featured to will-makers across the country as they are making choices about how to create their legacy.

In case you missed it, we hosted an exclusive partner session with fellow partner, Julia Masucci of SPCA International, in conversation with our Co-CEO Patrick Schmitt, to discuss how the FreeWill Featureship has helped SPCA International grow their legacy giving program, and build their pipeline of donors in key demographics.

Watch (or listen!) to their conversation here and book time with our Account Management team if you are interested in learning more about how a FreeWill Featureship can help boost your legacy commitments and expand your donor base.

📣 New Print Marketing Library Assets

Get ready for your end-of-year campaign planning with our newly updated Print Marketing Library! We’re thrilled to include these additions to our growing collection:


Templates for Catholic-based partners:

  • Bequest postcard (Faith)

  • Bequest brochure (Faith)


Templates for partners serving LGBTQ+ communities:

  • Smart Giving for Board Members Brochure template (LGBTQ+)

  • Bequest brochure (LGBTQ+)


These resources are designed to help you engage your donors and board members effectively. Explore these assets and find them waiting for you in our Library!

Interested in learning more about the Library? Register for our upcoming training!

NEW TRAINING: FREEWILL'S
PRINT MARKETING LIBRARY

Thursday, November 16th, 1:30 PM ET
Sometimes, a beautifully designed one-pager, postcard, or brochure is needed to reach your prospects in the right way at the right time. Join co-CEO Patrick Schmitt for an exclusive training on our new Print Marketing Library, how to use it, and moments when print marketing can be most impactful!

→ Save my spot

LOOKING FOR ADDITIONAL RESOURCES?

→ Visit the Partner Resource Hub
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Copyright © 2023 FreeWill Co., a Delaware Public Benefit Corporation. All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney’s advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. Use of FreeWill's services is subject to the Terms of Service & Privacy Notice.

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FreeWill Co.

2041 East Street, PMB 615

Concord, CA 94520


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