Partner training recording

QCD Gifts Product Demo

 
For mature donors, there is no better way to support your mission than through a qualified charitable distribution (QCD) from a traditional IRA! This is an impactful and tax-smart way for donors aged 70.5+ to support your mission, and for those aged 72+ to meet their required minimum distribution (RMD). FreeWill's QCD solution makes the process quick and easy for donors, and helps solve for common pain points nonprofits experience with IRA giving.
 
This recorded demo walks you through the QCD product's user flow, showing you how it:
  • expedites the QCD process, whether the user initiates a gift online or by phone/mail
  • facilitates requests for tax acknowledgments of past QCD gifts, and
  • educates donors on the benefits of QCD giving.
Questions? Please reach out to your FreeWill strategist!
 
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