All about your Portal

Log in to your Partner Portal at portal.freewill.com. 

Need help? Email partnersupport@freewill.com. 

Portal tour: Onboarding partners

If you're a newly-signed FreeWill partner, watch this video to learn how to log in to Partner Portal, assign users, customize your FreeWill products, and complete other key onboarding tasks. 

COMING SOON!
Portal tour: Post-launch partners

You sent your first FreeWill campaign and donors took note! Watch this video to learn how to view, edit, and export your gift & donor data, review campaign performance, track stewardship touches, and more.

COMING SOON!
Portal Tour: High-level overview

Partner Portal is your one stop shop for all FreeWill-sourced gift/donor data. Watch this in-depth video tour to explore its navigation and learn how to access your results 24/7.

→ Watch the recorded demo
Single Sign-On (SSO) for Portal

SSO offers organizations a secure and seamless way to manage access to tools across their staff and volunteers. It’s especially valuable for nonprofits with large teams or complex IT environments. Watch our short explainer to learn more.

→ Watch the video
User management in Portal

User Management in Portal is your centralized hub for adding new users, editing existing profiles, and managing access levels within your organization.

→ Learn more
Logging into Portal regularly

The timing of your followup with FreeWill donors really matters. Watch this video to learn why you should login to portal regularly, and what to review each time you do!

→ Watch the short video
Why you should be entering data into your Partner Portal

The Partner Portal is already your home base for tracking planned and smart gifts that come through FreeWill. But when you add in the data only you know, you create a single, comprehensive view of your giving pipeline. This short video tells you more.

→ Watch the short video
Be a Partner Portal power user!

Keeping your Portal skills sharp and leveraging its many features is essential to maximize your FreeWill partnership. On 4/17/2025, we did a "deep dive" into Portal's exciting new features and our top tips for getting the most value from its data & insights.

→ Watch the recording
Recent feature updates

Innovation is at the heart of FreeWill. The Partner Portal is regularly updated with new features and data to help you cultivate and steward your FreeWill donors. Learn about recent feature updates here.

→ Learn more
Assessing the performance of your FreeWill campaigns

Dashboard reports in your Partner Portal include a Campaign Performance Management component that breaks down the traffic and gifts generated by each piece of ourtreach you send. Learn more here.

COMING SOON
Accessing your resource hubs

One benefit of your FreeWill partnership is team-wide access to helpful resources at no additional cost. Watch this video to learn about the Partner Resource & Stewardship Hubs.

→ Watch the short video
Get started with DonorSearch

FreeWill's integration with DonorSearch makes actionable wealth screening data on your FreeWill planned gift donors visible right in Partner Portal. Download our guide to get started.

→ Download the guide

Back to the Partner Resource Hub

Copyright © 2024 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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