Recorded partner training
Smart Giving Marketing (102)
Length: 75 minutes
CFRE: Eligible for 1.0 continuing education credit
CFRE: Eligible for 1.0 continuing education credit
Introducing smart giving into one-on-one conversations with donors is a great start. But what are the most effective ways to share stock, IRA, DAF, and crypto giving with your broader donor audience?
Proactive, consistent smart gift marketing is essential to a successful program. In this session, we explore best practices around:
- Adding smart giving information to your organization's website
- Integrating smart giving content into existing donor outreach
- Sharing standalone smart giving outreach at key times of year
- Messaging around the many gift options available
- How you can put-it-all-together in a multi-channel smart giving campaign
Resources:
- Post-training survey
- Download the presentation deck
- Adding the FreeWill products to your website
- FreeWill's Marketing Library & William (your AI-powered writing assistant) are accessible in Partner Portal