Tax Season & Smart Giving
Date & Time: Thu, February 13 at 1:00pm ET
Length: 30 minutes
Who should attend: FreeWill partners with the Smart Giving Suite or stock/QCD tools
Will a recording be available? Yes
At tax time, finances are already top-of-mind — and for Americans who find themselves with a tax bill, one question surfaces: How can I reduce my taxable income this year so I won't owe again next year?
Charitable donations like gifts of appreciated stock, Qualified Charitable Distributions, Donor-Advised Fund grants, and crypto gifts can facilitate additional tax savings compared to cash. Shifting from cash giving to a smart gift could help your existing donors save on taxes and perhaps give more than they could from disposable income.
Join us on February 13, 2025 at 1:00pm ET as we share:
- Why tax season is such an effective time to remind donors of smart giving options
- Outreach strategies for the campaign ("must haves" and "nice to haves")
- New messaging options for your email outreach
- How to opt in to the campaign before the April 4th deadline
