Your summit recap

Davis Phinney Foundation summit insights

Your team participated in multiple sessions at the Summit. Discover key highlights and tailored recommendations to enhance your year-end fundraising efforts below.

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What your team caught at Summit

Here are the top sessions you or your team attended

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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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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Just for you

A few sessions we think your team would enjoy

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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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 Davis Phinney 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.

A FreeWill Featureship puts your nonprofit in front of thousands of people making a will each month — a direct way to reach donors you haven't met yet.

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What's worked for others

From nonprofits tackling goals like yours

Full Platform

How the American Heart Association raises tax-smart gifts today and secures millions for the future with FreeWill

Smart Giving Suite

How Cure Blindness Project actively promotes non-cash giving and raised over $700K with FreeWill

Featureships

Achieving breakthroughs in planned giving: Cancer Research Institute’s success with FreeWill