FreeWill February 2020 Newsletter
|
|
|
We've moved! The new FreeWill office.
|
|
|
This month, we’re sharing some results from New Year’s resolution outreach, feeling the Valentine’s Day love on our bequest tool (with Oprah!), and providing up-to-date QCD information via our 2020 QCD report and upcoming webinars!
|
What was your New Year's Resolution?
Ours was to help our partners succeed.
|
|
2020 has already seen some exciting results for FreeWill and its nonprofit partners — in January alone, nearly 7,000 people were empowered to write their wills, resulting in over $32.5 million in charitable bequests!
Our Partner Success team recommended outreach that framed FreeWill’s bequest and QCD tools as an “easy resolution to keep,” and reminded donors “not to give up on their resolution!” Here’s what we learned:
|
|
Over $1,485,000: the amount made in charitable bequests as a direct result of resolution outreach
|
A New Year, a fresh start to put out messaging
|
|
After the rush of year-end holiday asks, January often feels like no-man’s-land when it comes to charitable giving campaigns. But we found that the beginning of the year served as a clean slate for reaching out to donors. More than 50 of our nonprofit partners sent over 110 pieces of content that utilized New Year’s resolution messaging — resulting in $1,485,000 in bequests!
|
Get creative
|
|
Many partners used New Year’s themed messaging to recap their organization’s successes in 2019, while others used early February to remind donors that "if their other resolutions fell short,” they could still use FreeWill to plan for the future. Even after a holiday passes, a clever framing device can still be used to create relevant and effective outreach. If you have an idea or request for outreach, our content team is here to help provide the language and voice your organization desires!
|
|
Partner Shoutout
Pacific Lutheran University had six bequests totaling $107,500 directly resulting from resolution outreach! By strategically segmenting their audience into alumni, parents of students, donors, and faculty, PLU “resolved” to assist every demographic, and made the most of targeted messaging. Go Lutes!
|
|
|
|
|
Everything you need to know about QCDs in 2020
We're excited to share our newest research, findings, and recommendations on Qualified Charitable Distributions (QCDs) from your IRAs. Find out how your organization can make the most of this quickly growing area of philanthropy.
|
|
|
|
FreeWill is One of Oprah's Game-Changing Ideas
|
|
|
O, The Oprah Magazine recently listed FreeWill as one of Oprah’s 31 game-changing ideas to make a serious difference and serve a higher purpose! If your organization would like to integrate the article into your FreeWill outreach, contact your strategist for suggested language!
|
|
|
|
FreeWill events
Upcoming QCD Webinars
Continuing our webinar series, we’re offering new webinars on QCDs, the SECURE Act, and what these changes mean for your organization. Register now to claim your spot!
|
|
Get Smart About QCDs: For Marketing
Wednesday, February 26th, 3:00 PM EST
|
|
|
|
|
Get Smart About QCDs: For Gift Officers
Wednesday, March 4th, 3:00 PM EST
|
|
|
|
|
We've moved!
|
|
FreeWill is expanding fast, and we had to pack up and move to a bigger office! Our new home is 401 Broadway, 12th Floor, New York, NY 10013.
(New York partners, this is right by the Canal Street NQRW station - stop by and say hello!)
|
Missed out on last month's webinars?
|
|
No problem - you can take advantage of the learnings in the links to the recordings below.
|
|
