Easily find, analyze, and filter gift changes in Partner Portal
We are excited to announce a new feature in our FreeWill Partner Portal to improve your access to up-to-date legacy gift commitments. The nature of planned giving is that gift commitments can change as donors’ lives change. Donors update their estate plans throughout their lifetime, which is why stewardship is an essential part of any planned giving program.
As a FreeWill partner, you will be able to track donor engagement and learn when a donor updates their estate plan in real time. To help you steward your donors and stay connected, we’ve made updates to Partner Portal to help you find, analyze, and filter changes made to gifts.
What is new in FreeWill Partner Portal?
In Classic Portal, you were able to find changes made to your primary bequests in a summary table. Now, in support of the new and improved Portal experience, we’ve added a number of new features to help you easily see when donors increase, change, or remove legacy gift commitments. In New Portal, you are able to:
- Access changes to ALL types of legacy gifts on your legacy commitments and gift details pages (not just primary gifts!)
- Identify which gifts have been changed, filter or sort based on the last recorded change, and export gift information
- Identify gifts that have been removed so you can update your stewardship plan accordingly
For historical changes to gifts prior to April 15, 2023, you can find the summary table in your Bequests dashboard. For changes made to legacy gifts after April 15, 2023, you can find these details in the Legacy Commitments page and gift details pages.
Note: The legacy commitments table will only show gifts changed since April 15, 2023.
The column highlighted above, "Date Changed," shows the most recent change to the gift.
What new data will I see?
On the Legacy Commitments page, you will see a column for "date changed." If your donor downloads their estate plan, the following will appear as a change:
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Estimated gift amount
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Amount type: percentage % or fixed sum
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Message from the donor
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Gift designation
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Custom program name
- The first time the donor downloaded/emailed the will (if it previously appeared in Portal as a "draft" estate plan)
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Asset type, description, financial institution (non-probate assets)
If a previously anonymous donor opts in to share their contact information, or if a named donor opts to become anonymous, this will be automatically indicated as a "change" to the will, even if a donor does not re-download their will. All donors will have a FreeWill ID attached to their contact so you can easily track changes in your donor database.
Notifications for changes to gifts are not yet available but will be coming soon. In the meantime, you can sort and filter gifts by the "Date Changed" column on your Legacy Commitments page to find all gifts that have changed recently. We welcome your feedback on the types of notifications that are most beneficial to your organization.
