FreeWill Newsletter June 24, 2020
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This month we’re sharing new resources to assist in donor stewardship, information on medallion signatures, and an update on Revocable Living Trusts (RLTs) for our California-based partners. We’re also shouting out our partners doing important human rights work in honor of Pride month and the racial justice movement sweeping across America.
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Donor stewardship 101
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Congrats! A donor created a planned gift for your organization. Now where do you go from here?
The gift is just the beginning. Creating a connection with your donors will make them feel loyal to your nonprofit, and can help your future fundraising efforts. Don’t miss our new nonprofit resource on donor stewardship, which includes a deep dive into several key aspects such as:
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What is donor stewardship?
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Impact on donor retention
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The donor pyramid & engagement
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The donor cultivation cycle
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Creating a stewardship program
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Revocable Living Trusts — coming soon!
California-based organizations: In early Q3 FreeWill is launching a Revocable Living Trust (RLT) tool for users living in California. Keep an eye out for an official release email in the upcoming weeks, and be sure to discuss marketing this new resource with your strategist.
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Some more useful resources
Planned giving resources for you
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10 tips on how to talk to donors about planned giving
Donors may not have all the information they need to make informed decisions about planned gifts. Here are a few tips on how to engage your donor base in smart (and successful!) planned giving conversations.
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How your donors can get Medallion signatures for QCDs
If a QCD donor’s IRA custodian requires a medallion signature, it presents an added step to the IRA donation process. This resource helps to walk your donors through the process to make it easier than ever.
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Partner highlight
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FreeWill wants to be clear that we stand against racism and we are here for you. We invite you to read our co-founder and co-CEO Jenny Xia Spradling’s full statement on FreeWill’s anti-racist stance and actions here.
In solidarity with the many social movements this month, we want to highlight and celebrate some of our nonprofit partners who are defending and fighting for human rights with the vision of a more just, inclusive and equitable world.
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Amnesty International
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Center for Popular Democracy
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Equality Florida
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Grassroots International
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Human Rights Watch
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Horizons Foundation
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Lambda Legal
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National Center for Lesbian Rights
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Public Citizen
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Resist
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Southern Poverty Law Center
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Urban Justice Center
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USA for UNHCR
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Women's Foundation of California
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