Setting up for End-of-Year success with stock giving

Did you know the number one way to reach your goals this year is to talk to your donors about non-cash giving? It’s already July, which means it’s a critical time to ensure you’re on track to meet your end-of-year goals.

Today’s newsletter is a roundup of everything you need to set your organization up for success, and unlock transformational stock gifts!

Your Pre-EOY Stocks Checklist

These 4 key steps can move your stock donors to the EOY finish line:

Make sure the stock tool is featured prominently on your Ways to Give page, Donate Page, and/or End-of-Year fundraising page.

Of all of the trackable stock gifts we saw in Q1 and Q2, website integrations were responsible for generating an average of 2x as many gifts as other types of outreach. Putting the stock tool on a highly-trafficked webpage could make the difference to hit your EOY goals.
Remove your DTC information from your website to funnel more donors through the stock tool.

By instructing donors to access your brokerage information through the tool itself, you're ensuring that you can match the the gift to the right donor, and access their contact information to connect in the future.
Join a FreeWill stock training to get a refresher on how to talk about stock donations.

Donors need to hear about the benefits from you, which means you should be well-equipped to talk about them! Review our upcoming and past partner trainings to train up your team on stock giving.
Integrate the stock tool into your fundraising outreach.

By presenting stock giving as a savvy alternative to giving cash, you’re increasing the size of your potential gifts! Talk to your strategist about how to integrate stock giving into your EOY appeals.

Resources to help you succeed

3 keys to success with the FreeWill stock tool

You’ve already made donating stock simpler than ever for your donors — now, drive your supporters toward the tool and grow your gifts with these three tips.

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Download the PDF

Phone script: Stock gift fundraising

Wondering what a direct conversation about stock giving with your donors could look like? This phone script will get you started.

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Download the PDF

2021 Stock Report

Don’t miss our first-ever stock report, informed by conversations and survey results from hundreds of nonprofit organizations, as well as insights from our internal data!

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Read the report

Trainings for you and your team

Effectively discussing the benefits of stock giving is key to unlocking bigger gifts from the same donors. Hot tip: schedule a calendar hold for you and your fundraising team to fold one of these into your schedule!

Stock gifts masterclass

In this self-paced course, our Co-CEO Patrick Schmitt explains why stock gifts are so powerful, how to talk to donors about them, and how to include this strategy in a high-impact fundraising plan.

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Take the free course

Training recording: Secure stock gifts with these 5 follow-up tips

If you missed Monday’s exclusive partner training on how to secure stock gifts through effectively following up with your donors, not to worry — watch the recording to catch up!

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Watch the training

Keep your eye out for an upcoming video series on the impact of stock donations, and how to fundraise them!

LOOKING FOR ADDITIONAL RESOURCES?

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Visit the Partner Resource Hub

Partner newsletter | Special stocks edition