Your summit recap

Cristo Rey San Jose High School Summit recap

Cristo Rey San Jose High School joined us at the Summit. Explore insights from the sessions attended and discover strategies to enhance your year-end fundraising efforts.

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What your team caught at Summit

Here are the top sessions you or your team attended

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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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

World-Class Stewardship for December Donors

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

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Must-Use Practices for Conversations With Major Donors at End-of-Year

Year-end is a relationship moment, not just a solicitation moment — the strongest asks come from confident, trust-first conversations.

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Raise transformational gifts with FreeWill

Here's where FreeWill can help next

Based on the sessions Cristo Rey San Jose 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.

FreeWill partners get a dedicated strategist, tested campaign content, and tools that make giving simple, whether that's a will, stock, or a QCD.

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.

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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

Securing promising futures with planned giving: Elon University’s success with FreeWill’s Planned Giving Suite