FreeWill Newsletter

In like a lion, out like a lamb — this month we’re highlighting the successes of your 2021 end-of-year campaigns, and sharing helpful resources and trainings as you prepare your tax season and springtime strategy!

Learnings from your EOY Stock + QCD campaigns

STOCK LEARNINGS

Including the Stock Tool on your website is the #1 driver of stock gifts! Your recommended next step: Make sure the Stock Tool is integrated strategically on your website. Consider adding it to your most-trafficked donation or “ways to give” pages.
Emailing your supporters about stock giving multiple times during the year corresponds to a big boost in EOY gifts.
Your recommended next step: Send out at least 2 standalone stock emails before EOY. Data shows this correlates to stronger EOY performance! You might not see gifts with every email, but it may pay off before EOY.
9 out of the 10 most successful EOY stock emails were Stock Monday-themed, and partners who participated saw a bigger lift in EOY gifts overall than those that didn’t.
Your recommended next step: Get your Stock Monday outreach on the calendar early (Nov. 28, 2022) to boost EOY outreach success.

QCD LEARNINGS

Including the QCD Tool on your website is also the #1 driver of QCDs!
Your recommended next step: Make sure the QCD Tool is integrated strategically on your website. Consider adding it to your most-trafficked donation or “ways to give” pages.
Like stocks, emailing about QCDs 3+ times leading up to year-end correlates to a boost in EOY gifts!
Your recommended next step: Send out at least 3 standalone QCD emails before EOY. Data shows this correlates to stronger EOY performance.
QCD giving happens year-round! In 2021, tax season outreach generated QCDs at a higher rate overall.
Your recommended next step: Send a QCD tax season email! Tax season is a key opportunity to drive direct giving through QCD outreach.

P.S. Your data helped us learn!

Every time you share your outreach performance stats with your Strategist or confirm something was sent, it helps our Content Team get a more accurate read on what is and isn’t working across our partners — and generate these learnings for you! Thank you for making these analyses possible.

Share your thoughts on donor anonymity

We’d love to hear your thoughts on gifts from anonymous donors and how we can help make them more valuable to your organization. This month, we’re kicking off a series of A/B tests to encourage donors to opt-in to share their information with our partners and to be more transparent about who will be reaching out to them (and the types of communication they can expect).

Share your thoughts

Upcoming Partner Trainings

QCD 101

Are you new to an organization that accepts Qualified Charitable Distributions, or want to refresh your memory? This training class is a great place to learn about what QCDs are and how they can be beneficial for both your donors and your organization. Sessions are on March 11th or March 25th!

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Stock 101

Looking to learn the basics of stock gifts and how they can be beneficial for both your donors and your organization? Join our March 18th or April 1st sessions to learn more about stock transfers!

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FreeWill has finalized a significant growth investment from Bain Capital’s Double Impact fund! They’ll be an invaluable resource and thought partner to FreeWill as we continue to break new ground in how we serve you. Read more about it here!

LOOKING FOR ADDITIONAL RESOURCES?

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Visit the Partner Resource Hub

Partner Newsletter 20220309