Leveraging stories in planned giving emails

Access best practices and tips for selecting the best stories for use in your FreeWill campaigns

We analyzed high-performing planned giving emails that leverage FreeWill partner stories, in order to identify a flexible framework that consistently drives results.

 

Use the form to the right (below, on mobile) to access:

  • A PDF document with best practices for storytelling techniques that consistently drive engagement 
  • A one-page tip sheet with advice for selecting the best, most impactful stories for inclusion in your FreeWill marketing content

Reach out to your FreeWill Strategist with any questions!

Download the resources

Looking for more partner resources?

Head back to the Partner Resource Hub to find more resources on outreach, messaging, and industry research.

 

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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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