2024 bequest retrospective
One benefit of FreeWill partnership is that key learnings from our work with 1,800 nonprofit partners continuously inform the marketing strategies we share with you. Ongoing analysis of how our tools and outreach campaigns perform underpins all of FreeWill's data-driven best practices.
We dove into our 2024 data and shared key findings from that analysis, and how those learnings informed our 2025 plans.
In this session, Nicole Walton (Sr. Director of Major & Planned Giving Strategies) and Danielle Dettling (Content Team Lead) led an informative session that:
- Reviewed major bequest campaign participation and performance in 2024
- Reviewed performance of our public site in delivering bequests to featured partners
- Identified trends across our most successful planned giving partners
- Assessed the impact of participating in multiple campaigns and tests/experiments
- Spotlighted our top findings and strategy recommendations for 2025
