Your summit recap

Christian Record Services summit recap

Christian Record Services joined us at the Summit. Discover insights from the sessions attended and how your organization can leverage these strategies moving forward.

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What your team caught at Summit

Here are the top sessions you or your team attended

4 Steps to Reverse the Small-Dollar Donor Decline

Retention beats acquisition — re-engaging donors before they drift away is the real fix for the small-dollar decline.

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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

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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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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Raise transformational gifts with FreeWill

Here's where FreeWill can help next

Based on the sessions Christian Record Services 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.

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

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