Happy National Make-a-Will Month! In this newsletter we’ll be sharing a video, a QCD phone script, and webinar resources for your organization, in addition to some user quotes that capture the spirit of the will-writing season.
New FreeWill video
In case you missed it: Last month we unveiled a new resource for our partners — a brief video created by our Design team that introduces FreeWill’s will-writing tool to your donors! This video can be used in email, website, social media, or other forms of outreach to explain how your donors can use FreeWill to create a plan for their future, and create a charitable bequest to your organization.
Contact your strategist to discuss how to incorporate this video into your outreach and for language to pair your video with. And check out our video here!
QCD v2 phone script template
Wondering how to talk to your prospective QCD donors about the new additions to the QCD tool? We’ve got you covered. The phone scripts cover the newest features of the tool, including the ability to request a tax acknowledgement letter, complete your QCD forms offline, and get background information on QCDs and the RMD.
Not all of these features will be relevant to every donor, so we have segmented this script for:
Donors who have indicated an interest in QCD giving
Supporters who are completely new to the QCD process
Past QCD donors
We hope this template makes it easier than ever for you to highlight the benefits of QCD giving for your supporters!
One-third of all charitable giving occurs in October, November, and December — join our webinar to learn how your organization can strategize for creative and successful end-of-year fundraising.
Year-end fundraising: How to plan for planned and major giving
In addition to helping your organization bolster its planned giving, FreeWill serves to provide free, accessible estate planning resources to your community. In honor of National Make-a-Will Month, we wanted to share a few quotes from our users to remind you of the value, and peace of mind, that you’re providing them.
"Thank you so much! I have terminal cancer and have been told to get my affairs in order. I’m low income and your site makes it so much easier for me."
"Your FreeWill idea seems to have been designed just for me. I have been a farmer and have a deep and undying love for the other animals on the planet and the planet itself. As such, I wish to leave money to different animal welfare organizations...Thank you again."
"Thanks for the free will. I did not want to pay a lawyer simply to leave everything to my wife, or if I survive her, to my children."
"Thank you so much for providing this free service!"
