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As you send your spring campaigns this May, read below for important updates, access to our upcoming partner training schedule — and to learn more about the importance of partner outreach.
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Why partner content matters
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Our team often talks about the “what,” “when,” and “how” of outreach — what you can expect from our upcoming campaign, when the best time of year is to send content, and how our copy performed.
But for today’s newsletter, we wanted to take a step back and focus on why partner outreach is so essential to securing planned giving commitments from your supporters.
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Nearly half of bequests coming through partners’ FreeWill websites stem from outreach. Our partners have raised over $675 million in bequests through their sites — 47% of which was driven through an email, newsletter, or another piece of outreach. By not sending outreach, you may be missing almost half of all potential bequests that your supporters can designate to your mission!
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Consistent testing hones our content best practices. David Ogilvy said, “Never stop testing, and your advertising will never stop improving.” Our team takes this to heart, and our partner outreach often tests strategies that work across various sizes and sectors of nonprofits — and can generate learnings specific to your organization.
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Custom partner outreach saves your team time. It may be a no-brainer, but our Content Team will draft, review, and create copy in your organization’s voice to ultimately save your team time and energy in crafting planned giving outreach! Even if you choose to make adjustments, our content can provide a base of best practices to work off — as well as tracking links, which are essential to partner success.
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One more outreach tip to increase your success: send emails! Emails are consistently our top-performing outreach — driving ~90% of outreach-based bequests and their dollar amounts.
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Upcoming partner training schedule
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Looking to expand your knowledge of our tools with your team? Check out our comprehensive list of FreeWill’s 2022 Partner Trainings. These trainings are exclusively available to our partners to help you strategically approach fundraising conversations about bequests, QCDs, and stock giving.
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Upcoming training
Join us for a training on how you can best prepare to grow your planned giving pipeline during this year's National Make-A-Will Month.
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Preparing for Make-A-Will Month
Wednesday, May 25th, 1-1:45 PM ET
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We're going on a retreat!
FreeWill office closure and coverage reminder
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The Partner Success Team will be out of office during the four-day span of Tuesday, May 17th through Friday, May 20th. FreeWill will be coming together at a company-wide retreat to discuss the future of our products and services, while building strong relationships as a team.
As a reminder, if you need urgent assistance during this time period, please contact partnersuccess@freewill.com. We’re looking forward to continuing to serve our partners with renewed energy and commitment after our brief office closure – thank you for your understanding and support!
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