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Stewardship templates for QCD gifts

Connect with FreeWill QCD donors to build relationships

A donor has initiated a qualified charitable distribution to your nonprofit through FreeWill. What should you do next?
 
Timely followup is key to show your gratitude and to ensure the donor submits their paperwork to finalize the gift. Also, the donor has revealed a valuable insight about themselves: they have retirement assets that they're willing to donate!
 
QCD donors represent a unique segment of your stewardship plan and deserve thoughtful followup. Download these customizable templates to more easily connect with your FreeWill QCD donors: 
  • Email templates for outreach at key moments
  • A call script to personally thank the donor and learn more about them

 

Download the templates

Looking for more stewardship resources?

Visit to the Stewardship Hub to find more resources on best practices, messaging, and making your stewardship plan.

 

Back to Stewardship Resources

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