Your summit recap

A Stepping Stone Foundation's Summit insights

A Stepping Stone Foundation joined us at the Summit. Explore insights from the sessions attended and discover how your organization can apply these learnings to enhance your year-end strategies.

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What your team caught at Summit

Here are the top sessions you or your team attended

Finding Untapped Major Giving Potential Within Your Existing Donor Base

Your existing donor base already has stock, DAF, and crypto capacity — the potential is there, you just haven't asked yet.

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How to Unlock Wealth-Based Giving at Year-End

Most donor wealth sits outside checking accounts — that's the untapped opportunity nonprofits miss by asking for cash only.

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Just for you

A few sessions we think your team would enjoy

The DAF Opportunity: Winning Donor-Advised Fund Gifts at Year-End

DAFs are one of the biggest underused channels in philanthropy — and year-end is when to unlock them.

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How Blended Gifts Can Become Your Very Largest Donations

Pairing a current gift with a planned one can turn a modest ask into a donor's single largest gift.

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Raise transformational gifts with FreeWill

Here's where FreeWill can help next

Based on the sessions A Stepping Stone Foundation attended, we've pulled together a few ways to keep the momentum going.

FreeWill's Auto-Stewardship acknowledges and engages your bequest donors at scale with timely, customized emails sent on your behalf, no extra work for your team.

The average stock gift through FreeWill runs about $10,400, against roughly $100 for an average cash gift. Same donors, a very different number when they give a different way.

FreeWill partners get a dedicated strategist and a tested year-end campaign structure, so your team isn't building the plan from scratch.

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What's worked for others

From nonprofits tackling goals like yours

Featureships

How Volunteers of America reached new donors on FreeWill to raise $4.2M+ in primary bequest commitments

Planned Giving Suite

How Rocky Mountain Equality boosts legacy giving and offers security to supporters with FreeWill

Planned Giving Suite

How the YWCA USA raised over $8M in legacy gifts through a partnership with FreeWill