---
title: FreeWill | Stock gift stewardship templates
description: Follow up with your FreeWill stock donors using our customizable email stewardship templates.
image: https://lp.freewill.com/hubfs/Unsplash%20images/bruce-mars-8YG31Xn4dSw-unsplash.jpg
---

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# **Stewardship guide for stock donors**

#### Connect with FreeWill stock donors to build relationships

You received a new stock gift through FreeWill. Now what?

 

Timely followup is key to show your gratitude and to demonstrate that the process worked as expected. Also, the donor has revealed a valuable insight about themselves: they hold non-cash assets that they're willing to donate!

 

Non-cash 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!

### Download the guide

## Looking for more stewardship resources?

Visit to the Stewardship Hub to find more resources on best practices, messaging, and making your stewardship plan.

 

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Copyright © 2026 FreeWill Co., a Delaware Public Benefit Corporation. All rights reserved. FreeWill offers online self-help solutions for common estate planning needs and related educational content. Estate planning may implicate both state and federal laws, and estate planning needs will differ based on personal circumstance and applicable law. FreeWill is not a law firm and its services are not substitutes for an attorney’s advice. The information here is provided for educational purposes only and is not intended to provide, and should not be construed as providing legal or tax advice. This information is general in nature and is not intended to serve as the primary or sole basis for investment or tax-planning decisions. Use of FreeWill's services is subject to the [Terms of Service](https://www.freewill.com/terms) & [Privacy Notice.](https://www.freewill.com/privacy)

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