Brand new donor-facing video: The smartest ways to give at year-end

Share this short, expert-led video with your donors to help them make the most of their generosity this Giving Season.

In this conversation, FreeWill Co-CEO Patrick Schmitt and Dr. Russell James explain how donors can maximize their impact and minimize taxes before December 31.

Viewers will learn:

• Why December is the most powerful time for charitable giving
• How donating appreciated assets like stock can avoid capital gains taxes
• How Qualified Charitable Distributions (QCDs) from IRAs can lower taxable income

We encourage you to send this educational resource to your donors to help them give more strategically to your organization this year-end.

More nonprofit resources for you

• Upcoming webinar: Join us on Tuesday, November 11th at 12pm ET for a new session featuring special guest Lisa Barr of the National Philanthropic Trust to discuss how to on how to identify, cultivate, and steward DAF donors.
• 2025 Planned Giving Report: We recently released our 7th annual Planned Giving Report, which takes an in-depth look at the biggest trends in estate planning and legacy giving. Download the report to learn more about year-over-year planned giving trends, estate planning insights by demographics, legacy giving by cause area, and more!‍
• End-of-Year Fundraising Toolkit for Nonprofits: If you’re looking to scale charitable giving this year, download our End-of-Year Toolkit for strategies, outreach examples, and resources that you can use to drive more gift commitments.