You received a new stock gift through FreeWill. Now what?
Timely followup is key to show your gratitude and to demonstrate that the process worked as expected. Also, the donor has revealed a valuable insight about themselves: they hold non-cash assets that they're willing to donate!
Non-cash donors represent a unique segment of your stewardship plan and deserve thoughtful followup. Download these customizable templates to more easily connect with your FreeWill stock donors:
- Email templates for outreach at key moments
- A call script to personally thank the donor and learn more about them
