FreeWill Newsletter

After a long holiday weekend, FreeWill is here to set your organization up for a successful summer. Read below to learn more about our National Make-a-Will Month goals, a new update for our QCD sites, and special partner trainings!

Make-a-Will Month goals for your audience

August, and Make-a-Will Month, will be here before you know it! As you begin finalizing your outreach plans with your Strategist, we wanted to share a few goals for the content we’ll provide you for this flagship FreeWill campaign.

Acknowledge the changes of the past year and a half. A lot has changed since last August (to say the least). Our recommended language will address the life changes many of your supporters may have gone through in a sensitive, but optimistic, tone.
Offer a solution — and a simple action. Make-a-Will Month presents an opportunity for your supporters to make a plan that reflects these life changes. And your FreeWill site is the perfect place to help them get started.
Encourage multiple types of legacy gifts. We’ll be integrating mentions of our new Beneficiaries feature so your supporters can create plans (and gift designations!) for all of their assets. We’ll also be including a link so supporters can record bequests they’ve already made to your organization.

As always, our Content Team will work to support your requests and write the best copy possible for you. Contact your Strategist with any questions about Make-a-Will Month outreach!

New accessibility features

FreeWill is taking steps to make our tools more accessible for users!

Over the coming weeks, you might notice small changes to our tools that will allow us to better serve our users with disabilities. This will include visual changes, like updating our button and text colors to ensure contrast for our visually impaired users, as well as structural changes, like combining pages in our QCD tool to allow for more comprehensive screen reading.

We will continue to share our progress as it unfolds. If accessibility is important to your organization or community, don’t hesitate to reach out to your Strategist for updates or feedback.

FreeWill events

Upcoming partner trainings

This month, we’re offering two partner training sessions to strengthen your organization’s fundraising and stock giving programs this fall!

Secure stock gifts with these 5 follow-up tips

Monday, July 19th, 1 - 1:45 PM EST

Reserve your seat

3 steps to maximize fundraising in the fall

Monday, July 26th, 1 - 1:45 PM EST

Reserve your seat

New partner trainings page

Looking for past and present partner trainings so your organization and leadership can best utilize FreeWill and its products? Look no further! Access our library of partner trainings led by co-CEO of FreeWill, Patrick Schmitt, on this web page.

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Take me to the page

Next month we’ll be highlighting key FreeWill campaigns for the remainder of 2021. For stock and QCD partners, be sure to leave room on your end-of-year calendar to educate and market these types of gifts!

LOOKING FOR ADDITIONAL RESOURCES?

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Visit the Partner Resource Hub

Partner Newsletter - July 7, 2021