Timeline
Winter Bequest Campaign

November

Nov 18
Campaign kick-off email from FreeWill
Nov 21
Campaign information session 
1 pm EST
(sign up coming soon!)

December

Request content
Content Team produces copy for partners

January/February

Send content to donors
January 31
Deadline to request copy for this campaign
Black History Month

December/January

Ensure you have input your copy requests!
Content Team produces copy for partners
January 31
Deadline to request copy for this campaign

February

Send content to donors

Campaign graphics

Canva templates

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Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) brochure
Permanent gift guide brochure
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
Bequests brochure
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) brochure
Permanent gift guide brochure
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
Bequests brochure
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) brochure
Permanent gift guide brochure
Bequests brochure
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) brochure
Permanent gift guide brochure
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
Qualified Charitable Distributions (QCDs) postcard
Bequests brochure
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) brochure
Permanent gift guide brochure
Bequest (Faith) one-pager
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
Bequests brochure
Bequests (Faith) buckslip
Bequests (Catholic) postcard
Bequests (Catholic) brochure
Bequests (Catholic) postcard
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) Birthday Card postcard
Qualified Charitable Distributions (QCDs) brochure
Qualified Charitable Distributions (QCDs) postcard
Permanent gift guide brochure
Bequests (LGBTQ+) brochure
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) brochure
Permanent gift guide brochure
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
Bequests brochure
Smart Giving Suite (LGBTQ+) brochure
New Year’s Bequests buckslip
Bequests one-pager
New Year’s Bequest postcard
Beneficiary Designations postcard
Bequests postcard
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure
Bequests postcard
Qualified Charitable Distributions (QCDs) Birthday Card postcard
Donor-Advised Funds (DAFs) postcard
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) postcard
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) postcard
Donor-Advised Funds (DAFs) postcard
Stocks (Appreciated Assets) postcard
Stocks (Appreciated Assets) postcard
Smart Giving Suite (QCDs, Stocks, DAFs) brochure
Qualified Charitable Distributions (QCDs) postcard
Qualified Charitable Distributions (QCDs) postcard
Charitable Gift Annuities brochure
Bequests brochure
Beneficiary Designations brochure
Planned Giving Suite Content Center
Stocks (Appreciated Assets) brochure
Qualified Charitable Distributions (QCDs) brochure
Smart Giving Suite Content Center
Donor-Advised Funds (DAFs) brochure
Smart Giving Suite (QCDs, Stocks, DAFs, Crypto) brochure