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Spring has sprung, and this month we’re sharing some exciting updates to our Partner Portal, a new QCD training for partners, and more!
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Partner portal update
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We’re excited to share a new update to the Partner Portal to make reporting gifts quicker and easier:
Your Bequest Overview page now includes a view of secondary and tertiary gifts made to your organization! As a reminder, secondary are gifts where your organization is the second beneficiary in line, and tertiary are gifts where your organization is third in line.
We hope this update provides a clearer view of the variety of outright and contingent gifts made through FreeWill. Please contact your Partner Success Strategist with any questions.
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FreeWill events
Upcoming partner training
Last week over 50 nonprofit professionals like you joined our training to rapidly get up to speed on QCD gifts and understand the strategies they can use to maximize giving during tax season. We heard things like, “I feel more confident after these trainings,” and “keeping up on the latest tax and donor concerns is very helpful.”
Since our partners found it so helpful, we will be hosting this training session again and encourage anyone who missed our last session to join us!
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3 Strategies for talking to donors about QCD gifts
Wednesday, April 14th, 2 - 2:45 PM EST
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4 steps to create persuasive legacy donor testimonials
Donor testimonials are an extremely effective way to encourage legacy gifts! But before getting started, you need to know what makes a compelling donor story. Learn how to solicit testimonials, when to include them in your outreach, and what your fellow FreeWill partners have found to be successful.
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A/B testing: learning what works for your audience
A/B testing is a low cost, high reward way to support your organization and its marketing strategy! Learn why A/B tests will make your outreach more effective, and how to begin your first test with FreeWill.
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LOOKING FOR ADDITIONAL RESOURCES?
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