Training recording

FreeWill Innovation Summit I

Watch all the videos in the YouTube playlist, or select the specific chapter you'd like to watch!

• Introduction to the FreeWill Innovation Summit (also linked above)
• Breakout Session #1: Developing our content stock strategy
• Breakout Session #2: Donor learnings: from research to action
• Breakout Session #3: Uncovering bequest content best practices
• Breakout Session #4: Partner Portal, and improving partner experience
• Final Session: Stock Liquidation, Stewardship, and Final thoughts!

At FreeWill we strive to embody a growth mindset – we thrive on challenges and see failure as a path to growth. Through experimentation and iteration, we are constantly improving our products and services to help you raise the most money. Behind every fundraising tactic we share – from cryptocurrency trends to Stock Monday campaign – there is research, analysis of experiments that have succeeded or failed, and a team of people turning learnings into strategy.

For the first time, we’d like to show you what’s happening behind the scenes at FreeWill on a broad scale in our upcoming Innovation Summit! Have you ever wondered how we decide to build a product, or what research is behind a specific feature? This session will answer some of those questions and feature many members of our team – from Product Managers and Engineers to User Experience (UX) Researchers and members of our Innovation team. 

By the end of this session you will:

• Have exclusive insight into which FreeWill tactics have succeeded and which have led to additional iterations 
• Understand the research we use to build our tools and inform your strategy
• Learn how we adjust tactics based on current events to ensure we stay  relevant in today’s world

This session is Part 1 of our Innovation Summit, and is essential viewing for Part 2: a view into our product roadmap! 

View our past trainings or nonprofit resources.