FreeWill Newsletter

A look back on NEPAW

Another National Estate Planning Awareness Week (NEPAW) has come and gone, and here are the top takeaways from how our Bequest partners’ incredible 203 pieces of outreach performed:

Top Takeaways:

Increase urgency through a time-sensitive campaign. Our partners helped 742 people to complete their wills, and raised an incredible $5.2M for their organizations in this one week alone!
Email is still #1. Partner email campaigns generated 79% of overall bequest dollars!
Even more than initial sends, follow-ups resulted in a slightly higher gift conversion rate. Of course, it’s tricky to fit two emails into a week-long campaign, but here’s your reminder to schedule — and stick with — your planned follow-ups!

Partner highlight:

The Actors Fund, a FreeWill partner that supports artists in the entertainment industry, sent a single NEPAW email offering the will tool as a resource for their programmatic list of 52k. Their audience responded with 38 bequests for a total of more than $650k, and proved that sharing a resource during a timely week like NEPAW can make the will tool relevant to every audience.

New implementation email

If you are in the kick-off process and have questions about launching, marketing FreeWill to your audience, or you need assistance with customizations and other FreeWill forms, email implementation@freewill.com and CC your strategist! This way, your questions can be answered quickly and effectively.

FreeWill events

Stock masterclass signup

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Learn how to introduce stock gifts to your donors and integrate them into a high-impact fundraising plan. Our self-paced masterclass is free until the end of the year, and approved for 1.5 CFRE credits.

Watch the class here

How are you planning for a new year of fundraising? As we gear up for 2021, take a look at some of the challenges faced by our partners and how those challenges have informed plans for the next year.

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