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FreeWill - Complex Asset Survey
We're exploring ways to better support you with complex non-cash gifts like private stock (shares of a company not listed or traded on a public stock exchange) or real estate. Your feedback will help us decide where to invest, and ensure any new solution saves your team time while giving donors more options.
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What FreeWill partner (nonprofit organization) do you represent? *
In the past 12 months, how many times has a donor asked about making a private stock gift? *
On a scale of 1-5, how confident is your team in handling the legal and tax complexities associated with private stock gifts? *
Not confident at all
Extremely confident
In the past 12 months, how many times has a donor asked about making a real estate gift? *
How do you typically respond when these inquiries come up? *
If you selected 'Other' above, please provide more information.
What’s the biggest challenge your team faces with private stock or other complex gifts like real estate?
If applicable, what is the typical timeframe from initial donor inquiry to the completion of a private stock or real estate gift, for gifts handled internally?
If FreeWill offered a partner solution that handled these gifts end-to-end with minimal staff effort, how valuable would that be? *
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