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It’s June, and this month we have important product updates for our partners with the Stock tool as well as those with a bequest Featureship. Plus, we’re recapping the first annual FreeWill company retreat.
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We went on a retreat!
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Three weeks ago, we had our inaugural FreeWill company retreat with over 130 FreeWill employees in upstate New York.
As a remote-first company, it was the first time that many of our team members met a fellow FreeWillian in person. The retreat provided an opportunity for our team to connect with colleagues, departments, and friends across the company with both in-person and virtual events.
It also facilitated larger strategy sessions and mission alignment as we continue to best serve nonprofit organizations like yours in your major giving and planned giving efforts!
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“The retreat was a great opportunity for so many of our team members to meet for the first time. Between a kickball game and a cardboard boat race, we discussed the future of the company and how we can have the biggest possible impact for our nonprofit partners.” - Julia Silbergeld, VP of People
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We’re grateful for you, our partners, for allowing us to pause our regular operations for a few days to connect as a company.
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Stock page redesign experiment
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Attention Stock partners: Our UX Research team conducted a study with stock donors to better understand their giving habits and motivations. Based on the results, we’re running a two-month experiment to increase stock gifts, starting on June 15th. We’ll be testing a redesigned page to make stock giving via our tool simpler and more intuitive from the moment a donor lands on your page — with the ultimate goal of boosting the stock gifts made to support your organization.
See our FAQ document for a list of what’s changing and the answers to other important questions. If you have any feedback on the new design, we’d love it if you’d share your thoughts in this form.
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A preview.
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New Featureship dashboard in Portal
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Do you have a local, state, or national Featureship? To make it easier to track and understand donor trends and get the most out of your Feature, we’re adding a new dashboard in your Partner Portal that gives you an overview of the donors you’re attracting through your Featureship, including frequently occurring donor locations, top traffic sources, and more.
The Featureship dashboard will be live in your Partner Portal in the coming weeks!
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Look out next week for the official launch of our 2022 Make-A-Will Month campaign, along with lots of resources to support your organization!
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LOOKING FOR ADDITIONAL RESOURCES?
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