Marketing FreeWill to your audience

Strategies & resources to share your FreeWill tools with donors and secure transformational gifts

Optimize your website for planned & smart giving

As more Americans shift to giving online, it's essential your website is accessible, optimized for mobile devices, and designed to drive action. In this training, we covered best practices for web design and planned/smart gift integrations, and we touched on FreeWill's planned giving microsite solution. 

→ Watch the recording
FreeWill's Marketing Library

Leverage our extensive library of marketing assets to supercharge your fundraising and outreach campaigns. Achieve greater impact effortlessly with our customizable templates.

→ Access the library
Leveraging stories in your planned giving emails

Leveraging mission stories in your outreach drives engagement and results. We analyzed high-performing planned giving emails that included FreeWill partner stories, and identified best practices and tips for selecting the most impactful stories.

→ Download the resources
Annual outreach calendar

FreeWill's outreach strategy leverages numerous high-energy moments for planned and smart giving throughout the year. Learn more here.

→ Download the calendar
Creating your own FreeWill integrations

These tips from our Content Team will help you craft effective FreeWill mentions in everything from e-newsletters to mailed appeals.

→ Access the resource
Donor-facing explainer videos

Utilize our animated explainer videos to inform and inspire. Share on your website, in emails, or on social media to introduce FreeWill, explain how the tools work, and encourage donors to make a gift.

→ Access explainer videos
FreeWill For You: Donor-facing planned giving presentation

If you've dreamed of presenting a planned giving workshop or webinar to your donors but haven't found the time, our fully customizable FreeWill For You presentation template can help!

→ Access the resource
Inventory Asset Guide

A simple resource to help your donors take inventory of their key assets, and to assist their family/executor in finding, accessing, and distributing assets and accounts.

→ Download the guide
Deploy a planned giving donor survey

With valuable donor info at your fingertips, you'll have the data you need to inform future planned gift cultivation and solicitation efforts. This guide contains a recommended outreach plan, a sample survey, and strategies to effectively engage surveyed donors.

→ Download the resource
Best practices for your FreeWill Planned Giving Microsite

If you partner with FreeWill to offer your donors a Planned Giving Microsite, this article shares best practices and answers your most common questions.

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4 marketing tips for your bequest product

You have limited time and bandwidth. When it comes to your FreeWill bequest product, focus on these four marketing tips to maximize results for your nonprofit.

→ Watch the short video
Best practices for bequest outreach

Informed by our work with hundreds of nonprofits, discover our tried-and-true strategies for marketing your giving tools to your donors.

→ FreeWill's tips
Using tracking links

We provide you with custom tracking links to use with each FreeWill marketing touchpoint you share with donors. Here's how they work and why they matter.

→ Read more
Best practices for sensitive messaging

In moments of crisis, this go-to resource will equip you with messaging that is respectful, sensitive, and effective.

→ Download the resource
Multilingual marketing resources

FreeWill offers marketing resources in Spanish to help educate your community about estate planning and close the legacy gap.

→ Download the resource
FreeWill marketing engagement emails

When your donors start - but don't complete - their will or trust using your FreeWill product, we follow up with a thank you and reminder to complete their plan. What do those engagement emails look like? Learn more here.

→ Learn more
Best practices for email outreach

From planned giving outreach to general do's and don'ts, here are our data-backed best practices for email outreach

→ Download the resource
Best practices for social media

From ads to imagery, here are our tips to maximize engagement and new gifts when sharing the FreeWill tools on social media.

→ Access the tips
Sharing the bequest tool on social media

Thoughtful posts can help educate donors and inspire new planned gifts. But what's the most effective way to talk about legacy giving on social media?

→ Access the best practices

 

 

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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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