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. The email templates in this guide are intended to help you contact donors or financial advisors and follow up with them based on their gift status in the Partner Portal.
Use the form to the right (below, on mobile) to download the PDF!
