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:
  • expedites the stock transfer process
  • facilitates gifts of stock made by financial advisors on behalf of clients
  • strategically shares your organization's transfer details, and
  • educates donors on the benefits of stock giving.
FreeWill now offers stock liquidation to handle the receipt, liquidation, and transfer of payment of securities donations for the benefit of charities. If your nonprofit needs an end-to-end stock solution, reach out to your FreeWill strategist to learn more.
 
Questions? Please reach out to your FreeWill strategist!
 
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