We’ve taken learnings from William, our AI-powered writing assistant, and brought them directly to the Legacy Commitments details page of your Partner Portal.
In a single click, you can now draft a thank you note for each FreeWill planned gift donor in seconds, using gift details shared by the donor. Talk about a time-saver!
Any additional information you choose to add to this simple prompt helps improve the output, but is not required.
To learn more, download the PDF via the form to the right (below, on mobile), or watch this short explainer video.
Questions? Please reach out to your FreeWill Strategist!
