FreeWill Newsletter: May 27, 2020
Partner portal update, new resources and saluting our service members
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It’s hard to believe that summer has all but arrived! As we move forward from a challenging spring, we’re sharing an update to our partner portal, new resources for your organization, and in honor of Memorial Day, highlighting our partners who support our nation's service members and veterans.
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Action needed: partner survey
We wanted to check in on our partners to see how you're holding up, and make sure we're offering resources and being as helpful as possible in ways that will really make a difference.
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Partner portal update
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We heard your feedback, and made an important update to your partner portal. Now there is a section that includes all changes made to your organization’s bequests — including when gifts have been added, removed, or the amounts have been changed. This update can help your development team keep better track of planned gifts moving forward. If you have any further questions, please reach out to your strategist.
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The benefits of stock giving
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There are many benefits of giving stock — even during a down market. Don’t miss our new resource on the myriad benefits of stock giving for your donors, and the powerful impact stock gifts can make for your organization. Among them:
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Donors save on their tax bill, and can take charitable deductions.
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Even if the market is down, donors can give stock without changing their portfolio.
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Many donors do have appreciated stocks, but overlook stock giving! By reaching out about it, your nonprofit taps into resources that already exist, and educates your donors in the process.
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We’ve also included a sample phone script to help you get started with speaking to your organization’s donors about the mutual benefits of stock giving.
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New Resource Library
We’ve launched a new resource page so that your organization can have a centralized information center for all things planned giving!
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Webinar #10: How to find, solicit, & steward DAF donors in 2020
Donor Advised Funds (DAFs) have not been affected by recent legislation, and can have a significant impact on your fundraising efforts. This webinar covers the best practices for finding and stewarding DAF donors, and has been approved for 1.0 CFRE credit.
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Partner highlight
Military & veteran organizations
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In honor of Memorial Day, we want to highlight all of the FreeWill partners working to support our veterans, service members, and their families. Thank you for serving our nation's heroes!
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Bob Woodruff Foundation
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Civil Air Patrol
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Commemorative Air Force
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DAV (Disabled American Veterans)
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Iraq and Afghanistan Veterans of America
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Semper Fi & America's Fund
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Team Rubicon
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The United Service Organizations (The USO)
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VFW National Home for Chidren
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Vietnam Veterans Memorial Fund
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