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Punxsutawney Phil might say there are 6 more weeks of winter, but it’s never too early to prepare for spring! This month’s partner newsletter features the kick-off of our spring campaign, our annual QCD report, and more.
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Looking ahead to your Spring Campaign
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Each spring we reflect on new beginnings and plant seeds for positive change. This makes it the perfect time to promote planned giving – a way to ensure your organization can make positive change for years to come. So we’re thrilled to announce our Spring Campaign!
What is FreeWill’s Spring Campaign? This campaign will celebrate spring and encourage your supporters to use the will-writing tool to make sustainable, intentional gifts for the future. The campaign will run throughout May and will invite your community to “spring” into action with a renewed sense of purpose.
How do we know this theme resonates? Let’s take a look at 2021’s Spring Cleaning campaign:
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$8.9M raised in bequests for FreeWill partners
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92% of all money raised came from standalone emails
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Almost half of the money raised by partners came from follow-up emails, which suggests that reminding donors about the campaign leads to big action
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How can my organization participate? Your Strategist will work with you on your upcoming check-in to determine the proper framing and goals for this campaign. Feel free to reach out to them with any questions and check out our one-pager to find out more about the campaign’s timeline!
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FreeWill events
Upcoming partner training
Highlighting the tax benefits of stock giving can significantly increase charitable interest — and tax season is the perfect opportunity to educate donors on tax-smart giving! Join us for this live partner training on three simple steps you can take to secure more stock gifts this tax season.
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Timely tax-savvy giving with stock transfers
Wednesday, February 16, 1:00-1:45 PM EST
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2022 QCD Survey
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We know many partners find new data helpful when thinking about how to approach and engage your older donors. So we’re excited to be releasing the fourth edition of our annual report on Qualified Charitable Distributions (QCDs, aka gifts from IRAs) in March.
If you're interested in helping your peers (and yourself) learn more about one of the fastest growing forms of philanthropy, please fill out our three minute survey on QCDs.
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Book recommendations for you
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Looking for some new book recommendations to get you through the end of winter? Here’s a few favorites from FreeWill’s staff!
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Overstory by Richard Powers - Luke, Research & Development
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Love Songs of W.E.B. Dubois by Honorée Fannone Jeffers - Gracie, Partner Success
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Half of a Yellow Sun by Chimamanda Ngozi Adichie - Toni, People
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Between Two Kingdoms: A Memoir of Life Interrupted by Suleika Jaouad - Brady, Partnerships
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House in the Cerulean Sea by TJ Klune - Penelope, Partner Success
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Piranesi by Susanna Clarke - Sean, Research & Development
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Atlas of the Heart by Brené Brown - Anna, Partner Success
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Stay tuned for results and learnings from your 2021 year-end QCD and Stock campaigns, and your New Year’s Resolutions Bequest campaigns!
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LOOKING FOR ADDITIONAL RESOURCES?
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