FreeWill Newsletter

It’s an exciting time for FreeWill and our partners! Next week is National Estate Planning Awareness Week, with Stock Monday and end-of-year giving right around the corner. Scroll down to see our upcoming trainings, toolkits, and deadlines to set your organization up for success before 2021 comes to a close!

End-of-year trainings for you

What strategies is your organization using for end-of-year giving? With a 20% increase in online giving from last year, and nearly $7 trillion now held in IRA accounts, securing non-cash gifts will be the difference between success and failure for many organizations this year.

To kick off your year-end campaigns, we invite you to join two exclusive training sessions with FreeWill Co-CEO Patrick Schmitt. These trainings are dedicated to helping you secure larger real time gifts from your donors.

Each training will provide you with simple actions to help your organization reach your goals! Don’t let this year-end season pass without joining these sessions.

How to engage your older donors in end-of-year giving

Monday, October 18th, 1:00 - 1:45 PM EST

Save my spot

Websites: Is your website ready to capture year-end giving?

Wednesday, October 27th, 1:00 - 1:45 PM EST

Save my spot

Upcoming deadlines

There can be a lot to remember for end-of-year giving, so we’ve laid out our key dates for QCD and stock partners to set you up for success!

Important dates for QCD partners:

November 15th: Complete web integration by this date at the latest to capture EOY gifts
November 30th: Last day to request QCD copy from your strategist
December 10th: Last day to send QCD copy to donors
December 15th: Last recommended day for donors to make a QCD gift (Note: Builds in time for donors to work with their custodian before December 31st, for the gift to count toward 2021 calendar year)

Important dates for stock partners:

November 15th: Complete web integration by this date at the latest to capture EOY gifts
December 3rd: Last day to request Stock copy from your strategist
December 27th: Last day to send Stock copy to donors
December 31st: Last day for donors to make a stock gift (Note: Donors who make manual gifts will need to work with their custodian before this date)

Stock Monday Tooklit

Is your organization prepared for Stock Monday (November 29th)? This powerful day of giving is a great opportunity to secure stock gifts before the end of the year, and build excitement for #GivingTuesday. We have a toolkit with explainers, key dates, and downloadable Stock Monday graphics for your organization to make the most of it!

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Take me to the toolkit

Stock partners: Stock partners: Watch out for an important email later this month detailing two exciting product updates that will improve your Partner Portal.

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Partner Newsletter 20211013