Partner Resources

Access resources, trainings, and knowledge hubs to maximize your FreeWill partnership

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Learn the basics about your FreeWill products, including Partner Portal, and access resources like our partner newsletter that can set you up for success.

 

About your partnership

 

Explore fundamental concepts

 

Industry experts to watch

Secure transformational gifts

Secure gifts

Maximize your FreeWill partnership by following our best practices for outreach and sharing FreeWill with your audience across platforms and channels.

 

Share FreeWill with your donors

 

Access the Marketing Library

 

Deploy a planned giving donor survey

 

Lead a donor-facing webinar

 

Access explainer videos

 

Get started with DonorSearch

Train your team

Train your team

FreeWill's exclusive partner trainings are designed with you in mind. Learn the basics, explore best practices, review product updates, and continue your professional growth with live & recorded sessions.

 

Note: CFRE credits are available for select trainings where indicated. Please keep track of which CFRE-eligible trainings you attend/view so you can report them to CFRE. We do not report to CFRE on your behalf.

 

Explore all partner trainings

 

Planned & Smart Giving Certificates

 

Discover recent product updates

 

Watch product demos

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Steward your donors

Thoughtful stewardship turns one-time donors into repeat donors, and ensures planned gift commitments remain in donors' estate plans for life. Explore best practices in our stewardship hub.

 

Explore FreeWill's stewardship hub

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More resources

FreeWill's publicly-available industry reports, blog articles, and bi-weekly webinars help nonprofits unlock transformative gifts and stay abreast of industry trends. Access these informative resources below!

 

Access industry reports

 

Browse our blog

 

Browse our webinars

 

Read partner case studies

Want to stay up-to-date on product updates, training opportunities, and campaign performance reports?

Sign up below to receive our monthly partner newsletter and training invitations!

 

Copyright © 2024 FreeWill Co., a Delaware Public Benefit Corporation. All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney’s advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. Use of FreeWill's services is subject to the Terms of Service & Privacy Notice.

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