Partner training recording

Stock Gifts Product Demo

 
Gifts of appreciated stock and mutual funds are on the rise, and with good reason — they're an impactful and tax-smart way for donors to support your mission! FreeWill's stock giving product makes the process of transferring appreciated securities to your nonprofit quicker and easier than ever.
 
This demo walks you through the stock product's user flow, showing you how it:
  • educates donors on the benefits of stock giving
  • expedites the stock transfer process for donors
  • strategically shares your organization's transfer details
  • facilitates gifts of stock made on behalf of companies or by financial advisors on behalf of clients
Questions? Please reach out to your FreeWill strategist!
 
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