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!
