FreeWill is excited to work with {PartnerName} to build a best-in-class planned giving website.
Here are some things you need to know:
- The website customization process consists of five forms. You may complete the forms in any order.
- Select “Save as Draft” at any point to save your progress. Saving as a draft will generate a new link which you will have to save in order to access the draft later.
- You may share the form or draft link with other team members. However, it is important that only one person work on the form at a time, otherwise your inputs may be overwritten.
Before you begin
Use the planned giving customization guide to gather the information and assets you’ll need to complete each form.