Tax Season Smart Giving Guide

Tax season is a key time of year for people to take a holistic look at their finances, income, investments, and taxes, creating a natural opportunity to consider donating to your cause. Nearly 98% of wealth is held in non-cash assets, which means nonprofits that only ask for cash are missing out on meaningful revenue from tax-smart vehicles like stock gifts, QCDs, and Donor-Advised Funds.

Tax season is the ideal moment to educate your donors on the financial benefits of non-cash “smart giving” and, in many cases, unlock larger gifts for your nonprofit. In this 2026 edition of our Tax Season Smart Giving Toolkit, we’ve compiled fresh learnings from FreeWill’s annual campaign to help your organization make the most of this critical window for donor education.

Here’s what you’ll get when you download the 2026 toolkit:

• Key learnings from prior years, grounded in FreeWill’s work with 2,300+ nonprofit partners
• Guidance on how FreeWill can help you educate donors about smart giving during tax season
• Access to updated tax season resources, including best practices for outreach, example emails, and more

Let us help you hit your 2026 fundraising goals. Download your toolkit today.

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