FreeWill Newsletter

As you finish sending your spring cleaning and tax season follow-up outreach, start the month off right with some training opportunities just for our partners — and have your voice heard in a FreeWill research report!

Upcoming tranings: How to talk to supporters about QCDs and beqeusts

We have two more exclusive trainings left in our May training series! After a great turnout at our stock giving training this week, we’re excited to shift our focus over to QCDs and bequest gifts — and equip you with the resources and skills you need to discuss the benefits of these types of giving.

We invite you and anyone at your organization who has donor meetings to join these upcoming 45-minute trainings:

QCDs - Monday, May 17th at 1pm EST: Learn how to promote the fastest-growing method of giving for your supporters above 70.5 years of age.
Bequests - Monday, May 24th at 1pm EST: Get smart about generating the most impactful future revenue for your organization, from supporters of all ages.

We already have nearly 100 partner fundraisers signed up to join us — don’t miss this opportunity to grow your gifts!

3-minute survey for major research report

To help nonprofit professionals like you navigate the changing landscape of major gifts, FreeWill is creating an actionable, best-in-class research report on stock giving. If you’re interested in helping your peers (and yourself!) learn more about stock donations and how they spur fundraising growth, we’d love for you to fill out our 2021 survey on stock gifts. It should only take 3-5 minutes, and we’ll distribute the results to all respondents.

Take the survey

August will be here before you know it! Start to map out room on your comms calendar with your Partner Success Strategist for Make-a-Will Month outreach to maximize your gifts!

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Partner Newsletter - May 5, 2021