Product Videos

Product Demos

Whether you're a newly-signed FreeWill partner, new to your organization's FreeWill partnership, or just want a refresher on the FreeWill user experience, our demo videos walk you through the products' warm and intuitive user flows.

Video tour of Partner Portal

Data is at the heart of great fundraising campaigns and thoughtful donor stewardship. Partner Portal is your one-stop shop for all FreeWill-sourced gift/donor data and performance tracking.

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Custom Bequests Product Demo

Get introduced to the custom bequest product's warm and intuitive user interface. Familiarize yourself with the online tool and how it helps your donors write a legal will at no cost and support your nonprofit in the process!

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Stock Gifts Demo

Gifts of appreciated securities are on the rise, and with good reason — they're an impactful and tax-smart way for donors to support your mission. See how the stock product makes makes transferring stock to charity easier than ever.

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QCD Gifts Demo

For mature donors, there's no better way to support your mission than with a QCD! FreeWill's QCD product makes the process quick and easy for donors, and helps solve for common pain points nonprofits experience with IRA giving.

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DAF Product Demo

In 2023, 1 of every 5 individual giving dollars is expected to come from a Donor Advised Fund. There's no serious path to fundraising success this year that doesn't include a plan for DAF giving. Our DAF solution expedites the grant process with a beautifully simple widget integration.

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Crypto Gifts Demo

One in five Americans has invested in, traded, or otherwise used cryptocurrency, and that number is increasing. FreeWill is excited to offer a crypto solution for charities who embrace this new and exciting way to give.

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Featureship Demo

If you want to grow your legacy donor pool, featureship on freewill.com can benefit your nonprofit in several ways. Learn how a FreeWill feature spotlights your organization to individuals using freewill.com to write an estate plan. 

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RLT Product Demo

Revocable Living Trusts (RLTs) have long been available to residents of California on the FreeWill platform. We're excited to share that RLTs are now an option for residents of all 50 states and the District of Columbia when using a partner's custom bequest product. 

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Beneficiary Product Demo

Did you know that having a valid will in place is not enough? See how the beneficiary designations tool helps your supporters create a thoughtful legacy plan for assets that pass outside of a will.

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Gift Intent Form Demo

If your donor has already created an estate plan that includes a charitable gift to your nonprofit, the Gift Intent Form allows them to disclose that intention and select details about the gift commitment.

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Want more partner resources?

Visit our Partner Resources page to learn how market the FreeWill tools to your supporters, and unlock transformative gifts for your cause.

 

Back to Partner Resources
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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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