Resources for your Board

In addition to the resources shared below, you are welcome to ask your Strategist to provide the following:

  • Customized email text announcing the FreeWill partnership to your Board, building excitement, and answering common questions
  • Customized slide deck for an informative Board presentation about FreeWill, your partnership, and how they can best support it

Have an idea for a Board resource you don't see here? Email your Strategist and cc: training@freewill.com!

What is FreeWill?

Download a high-level summary of everything FreeWill has to offer, to help you and other stakeholders at your organization understand the benefits of our platform of planned and smart giving products. 

→ Download the resource
Headwinds & Tailwinds

Written for nonprofit boards, executive directors, and senior leaders, our 2025 report discusses the many forces impacting nonprofit fundraising and associated actions you can take to mitigate or leverage those forces

→ Read the report
Webinar: Selling to the CFO

Astute fundraisers know that planned giving is a long-term strategy worth investing in. Watch Dr. Russell James, Professor of Charitable Financial Planning at Texas Tech University, convert even the greatest skeptics into planned giving champions.

 

→ Watch the recording
FreeWill product demos

Want to familiarize yourself with the FreeWill tools? These videos demo our products' warm & intuitive user flows, so you can understand how your donors will experience FreeWill when they give.

→ Watch the videos
Intro to FreeWill & how we support you

You recently began a partnership with FreeWill to boost your planned and smart giving programs. Hooray, and welcome! View our 30-minute training session dedicated to your nonprofit's success.

→ Access the training
Partner case studies

Read success stories from other nonprofits who have leveraged their FreeWill partnership to grow their fundraising in creative ways.

→ Explore case studies
Industry experts to watch

Reference this list of industry experts, fundraising associations, publications, consultants, and more to remain "in the know" about fundraising best practices and industry trends.

→ Download the resource
Define your planned giving audience

Everyone age 18+ needs a will, so your planned gift prospect pool is likely a lot larger than you think! This quick read will help you and your communications team identify new, and perhaps unexpected, prospective bequest donors to include in your outreach strategy.

 

→ Download the resource
Defining your smart giving audience

Looking for guidance on how to identify your strongest prospects for gifts of stock, QCDs, DAF grants, and crypto? This helpful document empowers you and your communications team reach new smart gift prospects to include on your distribution lists.

 

→ Download the resource

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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