---
title: Creative Strategies to Drive YoY Results
description: Watch this session to learn out-of-the-box ideas to sustain and boost your planned giving results in partnership year 2, 3 & beyond!
image: https://lp.freewill.com/hubfs/mapbox-ZT5v0puBjZI-unsplash.jpg
---

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# Partner training recording

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## Creative ideas to drive year-over-year results

You partnered with FreeWill to jump start a planned giving program or take an existing program to the next level. You embraced our best practices for planned giving outreach and are sharing the FreeWill products with your donors. Now, you're in Year 2, 3, or even 4 of your partnership. How can you sustain (and boost!) your FreeWill results long-term?

 

This session shared creative ideas to help drive results in year two and beyond, and we're not the only ones with great ideas! We invited attendees to share their own ideas and inspiration about what drives long-term success with the FreeWill planned giving products.

 

In this session, we:

1. Touched on what's changing in 2023
2. Reviewed FreeWill's best practices for planned giving outreach
3. Explored FreeWill's creative marketing ideas for year two and beyond
4. Opened the floor to attendees to share their creative outreach ideas

[![Back to the Learning Hub](https://no-cache.hubspot.com/cta/default/7139016/a2774b2a-ddf0-470f-8dd5-b3e8810f92f1.png)](https://cta-redirect.hubspot.com/cta/redirect/7139016/a2774b2a-ddf0-470f-8dd5-b3e8810f92f1)

---

![mapbox-ZT5v0puBjZI-unsplash](https://lp.freewill.com/hs-fs/hubfs/mapbox-ZT5v0puBjZI-unsplash.jpg?width=640&height=427&name=mapbox-ZT5v0puBjZI-unsplash.jpg "mapbox-ZT5v0puBjZI-unsplash")

### Download the presentation

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Copyright © 2026 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](https://www.freewill.com/terms) & [Privacy Notice](https://www.freewill.com/privacy).

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