Summertime Smart Giving 2025
In 2024, 53% of smart gifts and 62% of smart gift dollars made via your FreeWill products were received in Q4 (Oct/Nov/Dec). However, it's important to understand that 74% of those dollars went to FreeWill partners who sent at least one piece of SGS outreach earlier in the year!
Sending smart giving outreach throughout the year is a key strategy for success, priming donors to give at year-end. This summer is a great time to reinforce your smart giving message and continue educating donors about the benefits of non-cash donations.
In this live campaign strategy session, we shared:
- Why sending outreach over the summer helps move the needle on smart gifts in 2025, especially at the end of the year
- Outreach strategies for the summer smart giving campaign (including "must haves" and "nice to haves")
- How to determine the most compelling messaging for your audience — educating your donors, or leaning into that direct ask
- How to opt into the campaign before the June 21st deadline
View the recording to learn more. Questions? Talk to your FreeWill Strategist!
Access the post-training survey here.
