Resources for onboarding partners

You recently began a partnership with FreeWill to boost your planned and smart giving programs. Hooray, and welcome! The key to success for any fundraising strategy is to align your team, leadership, volunteers, and board — because let's face it, this is a team effort.

 

Below are resources that can help. Questions? Reach out to your FreeWill Strategist. They are your first point of contact for all things FreeWill and are always happy to help.

 

Remember, you can always email partnersupport@freewill.com for technical questions related to your Partner Portal.

Onboarding guide for partners

We’ve prepared a dynamic & engaging onboarding program that will guide you through the steps to launch your FreeWill products. You'll want to download our guide today and refer to it often over the next 8 weeks.

 

→ Download the guide
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 success.

→ Access the recording
Portal Tour for onboarding partners

Watch this video to learn how to log into Partner Portal, assign users, customize your FreeWill products, and complete other key onboarding tasks.

→ COMING SOON!
Annual outreach calendar

To succeed with FreeWill, it's essential that you send proactive outreach that educates donors and drives action. Download our annual outreach calendars to review FreeWill's suggested timetable for planned & smart giving campaigns.

→ Download the calendar
Adding the FreeWill products to your website

Highlighting your FreeWill tool(s) on your organization's own website is essential for success. These tips will ensure your web integrations happen quickly and are as strong as possible.

→ Access the resource
Aligning your team around the FreeWill partnership

Getting your internal team excited about and aligned around FreeWill is key to success. This video shares tips and talking points around the opportunity working with us presents for your team. 

→ Watch the video
What is FreeWill?

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

→ Download the resource
Why FreeWill?

Are you new to your organization's FreeWill partnership? Watch this video to learn why more than 2,000 nonprofits partner with us to grow their planned gift fundraising.

→ Watch the short video
Data & security overview

FreeWill takes data security very seriously. Read more about our data and security safeguards, including what data we collect and how we use it (and don't use it).

→ Learn more
Key terms for partners

Investing in planned and smart gift marketing with FreeWill may introduce a whole new vocabulary to you and your team. Download this PDF resource to understand key terms and acronyms.

→ Download the resource
Our partner e-newsletter

Stay up to date on upcoming campaigns, seasonal outreach planning, changes to our tools, and new partner resources in FreeWill's monthly e-newsletter for partners.

See archive + sign up
Product demos for partners

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
Print collateral for your fundraising

Digital communications like emails are key to success in your FreeWill partnership. But sometimes the best way to reach a prospect may be in print. Customizable templates available in FreeWill's Marketing Library make creating print collateral quick and easy.

→ Explore the Library
Train yourself & your team

Are you new to planned and/or smart giving? Could your team and gift officers benefit from additional training on these gift options? Check out our free Planned & Smart Giving Certificate programs, beginning with the basics and covering all matter of useful information. CFRE credit available

→ Explore the programs

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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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