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.

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For easy sharing, you can also access and share the Vimeo version of this video here.

More nonprofit resources for you

• Guide to Kickstart Planned Giving in the New Year - It’s no secret that end-of-year is the busiest time for charitable giving, but the start of the new year brings a different kind of opportunity. After months of appeals and cash gifts, January is the perfect time to pivot toward long-term generosity and lasting impact. If you’re ready to build sustainable support this year, download our Guide to Kickstart Planned Giving in the New Year for insights, data, and ready-to-use campaign examples to inspire legacy gifts all year long.
• 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.