Tax Season Smart Giving Campaign Toolkit

Tax Season is a key time of year for people to analyze their holistic financial situation; creating opportunities to consider donating to your cause.

Nearly 98% of wealth is held in non-cash assets, meaning nonprofits only asking for cash are missing out on potential revenue from these tax-smart giving vehicles such as stocks or Donor-Advised funds. Tax Season is the ideal time to educate your donors on the financial benefits of non-cash giving, or ‘smart giving,’ and ultimately raise larger gifts for your nonprofit.

We’ve put together our learnings from FreeWill’s annual Tax Season Smart Giving campaign to help your organization make the most of this key moment for donor education.

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

• Key learnings from prior years (based on FreeWill’s work with our 1,900+ partners)
• How FreeWill can help you educate donors about smart giving during Tax Season
• Access to Tax Season resources, including best practices for outreach, example outreach, and more

Let us help you hit your 2025 fundraising goals! Download your toolkit today!