Your summit recap

Carmel Catholic High School summit insights

Carmel Catholic High School joined us at the Summit. Discover key takeaways from several sessions to enhance your fundraising strategies and donor engagement.

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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 Ideal Year-End Playbook for Organizations of Different Sizes

There's no single blueprint for year-end success, but proven approaches scale to fit your team's size and resources.

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World-Class Stewardship for December Donors

The donor relationship starts, not ends, when the year-end gift clears.

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Raise transformational gifts with FreeWill

Here's where FreeWill can help next

Based on the sessions Carmel Catholic High School 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.

William, FreeWill's AI writing tool for nonprofit fundraisers, turns a blank page into a first draft of an appeal, thank-you note, or social post in minutes — built to write in your organization's own voice.

Donors trust a simple, professional way to give — whether that's a will, a stock gift, or a QCD — and FreeWill makes that easy to offer.

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What's worked for others

From nonprofits tackling goals like yours

Full Platform

"Cheerfully given” gifts: How the Center for Action and Contemplation raised $300K+ in bequest commitments and $120K+ in stocks and QCDs

Planned Giving Suite

Over $2M raised:
Grace Family Church enhances stewardship with FreeWill’s Suite of Tools

Planned Giving Suite

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