---
title: FreeWill Stock Tool Demo for Partners
description: This walk-through shows how the stock tool makes giving securities easier than ever for your donors.
image: https://lp.freewill.com/hubfs/Investing%20in%20Stock%20Market%20-%20640x427.jpg
---

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# 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 for donors and your nonprofit
- strategically shares your organization's transfer details
- facilitates gifts of stock made on behalf of companies or by financial advisors on behalf of clients
- facilitates gifts of privately-held stock

Questions? Please reach out to your FreeWill strategist!

 

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### Want more? Download FreeWill's latest Stock Report!

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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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