With the introduction of FreeWill's short Giving Survey, you will now have access to your donors' survey responses in the Partner Portal. Those responses can, and should, inform your followup with the donor.
We created an outreach guide with tailored communication recommendations based on specific donor responses and scenarios. You're encouraged to download the guide and incorporate these suggestions into your broader planned gift stewardship strategy.
→ Use the form to the right (below, on mobile) to download the PDF.

